Mindy S Helfrich CDFA®

Mindy S. Helfrich is a graduate of the University of Nebraska at Omaha with a degree in Business Administration with an emphasis in Marketing. Mindy has her Series 6, 63, and 65 securities registrations along with her life, health, and annuity insurance licenses. 

She specializes in retirement income planning, financial needs analysis,  estate planning. She also focuses on helping families in transition.  Mindy has a strong knowledge of railroad retirement benefits, as well as social security.  Mindy helps her clients plan for all phases of their financial timeline.

She is a Certified Divorce Financial Analyst and is the first Second Saturday group leader in Nebraska. She is a current member of P.E.O. Chapter HX and is a past President of the chapter. Mindy is a member and past President of the Nebraska chapter of WIFS – Women in Insurance and Financial Service. She is also serving on the National Membership Committee for WIFS and is currently on the National Board as Treasurer. 

Mindy also has received recognition as a member of the Million Dollar Round Table* and is currently a Court of the Table producer. She is currently serving on the steering committee for 100 Women Who Care Bennington. Mindy is also on the Bennington Chamber of Commerce Board of Directors.

*A sales component was considered as part of the qualifications for these awards. These recognitions are not representative of any financial performance, advice or returns.