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

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TEAM MEMBERS

Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Bagot
Client Relationship Manager

Daniel Helmer
Operations Manager

Andy Hayes
Director of Business Development & Marketing

Sogol Javan Oskouei
Wealth Manager Assistant

Frank Lindwedel
Wealth Manager Assistant

Emily Altic
Marketing Manager

Arnold Schmale
Branch Operation Manager

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Stephen Hardey
LPL Registered Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Registered Representative