• Deborah Helm

    Senior Registered Client Associate

“I want every client to know that they are my priority,” Debbie describes as her standard of service. “They can have total confidence that I will take ownership of whatever tasks or needs they may have and that I will see each request through to its best possible resolution. My goal is to consistently provide an excellent client experience.”

Debbie has proven herself to be client-focused in all that she does. Having begun her career at age 17, she has the experience and the commitment necessary to serve all aspects of a client’s financial needs.

“My focus is on all things operational. I assist with online access, cash flow management and cost basis research, as well as streamlining and facilitating new relationships. I also work closely with my advisor associates to facilitate specific team development and growth projects.”

Debbie holds Series 7, 63 and 66 securities licenses.

Debbie enjoys teaching the Bible and English to Karen refugees from Myanmar. To relax and unwind, she enjoys gardening and the peace and freedom she feels while bike riding at home or at the family’s vacation home in northern Wisconsin. She currently lives in Wauwatosa with her husband of 44 years, Gary. They have two children: Stephanie Zink, who brought Debbie and Gary two beautiful grandchildren, Taylor and Jaxon, and one son, Michael.