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Joan Mary Helm Edit Profile

financial planner

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.

Achievements

  • Certified finance planner. Registered finance planning practitioner.

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.

Interests

  • Other Interests

    Gold, tennis, travel, reading.

Connections

father:
Elwood R. Ressler

mother:
Juanita (Nash) Ressler