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Joan Mary Helm

Joan Mary Helm, American financial planner. Certified finance planner; registered finance planning practitioner. Active Republican Party, Chicago, since 1986. Member International Association Finance Planners (president Gold chapter 1986-1988, member Southeast council 1986-1988), Estate Planning Council, Institute Certified Finance Planners, International Platform Association, Boca Hotel & Club, Jourdan's Bridge Club.

Background

  • Helm, Joan Mary was born on June 30, 1934 in Springfield, Illinois, United States. Daughter of Elwood R. and Juanita (Nash) Ressler.

  • Education

    • Student, Northwestern University, 1972.

    Career

    • With management engineering department Illinois Bell Telephone –°ompany and Southern Bell, 1956-1974. Agent Mutual of Omaha, 1974-1978. General agent Lafayette Life, 1977-1984.

      Principal Linsco Private Ledger, since 1981. President Helm Finance Group, Inc., Boca Raton, Florida, since 1981. Moderator radio show Station WSBR, 1972-1973.

    Major achievements

    • Certified finance planner. Registered finance planning practitioner.

    Politics

    Party affiliation: Republican

    Membership

    Active Republican Party, Chicago, since 1986. Member International Association Finance Planners (president Gold chapter 1986-1988, member Southeast council 1986-1988), Estate Planning Council, Institute Certified Finance Planners, International Platform Association, Boca Hotel & Club, Jourdan's Bridge Club.

    Personality

    Interests

    Gold, tennis, travel, reading.

    Connections

    • father: Elwood R. Ressler
    • mother: Juanita (Nash) Ressler
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    Nationality
    • 1972
      Northwestern University
    • 1956 - 1974
      With management, engineering department Illinois Bell Telephone Company and Southern Bell
    • 1974 - 1978
      agent Mutual of Omaha
    • 1977 - 1984
      general agent Lafayette Life
    • 1981
      president, Helm Finance Group
      Boca Raton, Florida, United States
    • 1981
      principal Linsco Private Ledger