Shelby Helm

Shelby Helm

Principal Securities Registered Representative

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EXPERIENCE:

I’m passionate about helping my clients achieve their financial goals and I’m excited to be in the financial services industry, following in the legacy of my father who has over 20 years of experience in the industry. Being an adoptive parent myself, I work closely with other adoptive parents to provide financial strategies to help them before and after the adoption process.  I also enjoy helping teachers and administrators in the Texas school system to navigate their finances as they work tirelessly to educate our youth.

EDUCATION & CREDENTIALS:

BA in Spanish from the University of North Texas

Holds FINRA Series 6 and 63 securities registrations

INTERESTS:

I’ve been actively involved at The Village Church in Flower Mound for the past 15 years. Giving of my time, energy and resources in this area is one of my greatest blessings. I am also very involved in missionary organizations, helping to support orphanages in Kenya and Guatemala as well as a refugee support center in Berlin. My family and I enjoy the outdoors all year long. We love swimming, boating, hiking and skiing in the mountains.