Daniel Helmer

Operation Manager

What is your professional focus?

My main focus is to enhance the client experience by processing operational requests in a timely and efficient manner, while maintaining the highest compliance and governance standards.

What is your greatest accomplishment?

After proving myself, to not only achieve, but exceed the highest of client service standards, I successfully obtained the Series 7, 66 held through LPL and Group 1 Licenses.

What are your values and how do they inform your career?

Positivity, Honesty, Integrity, Accuracy, Efficiency, and the Willingness to Help Others, are of paramount importance in ALL areas of my life, especially my career.

What is a fun, unique fact about yourself that people likely don’t know?

I have swam with dolphins in the wild. Though, I didn’t do it on porpoise. (See what I did there).

What is your favorite motivational quote?

“Find a need and fill it. Successful businesses are founded on the needs of people.” – A. G. Gaston