Fred Helfrich, CFP®
Vice President
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CREDENTIALS
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts in mathematics – Hanover College, Hanover, IN

 

At SYM  
I love the financial problem solving aspect of my work; it is what originally attracted me to the profession. Over time that has evolved into a deep appreciation for being a translator of financial issues as they relate to varying situations and individual biases and risk tolerances.

 

COMMUNITY
Member, board of directors KCV Cycling Club

 

WORDS TO LIVE BY
I’m never again going to do anything that I can’t explain to my neighbor.

 

FRED’S FAVORITE BOOKS
“Lord of the Rings Trilogy” (I’ve read it over again every few years since college)
“A Christmas Carol” (read every year)
“The Tao of Bill Murray” (my recent favorite)

 

PERSONAL PURSUITS
Being grandpa (he answers to “Poppy”) to six grandchildren ranging from ages 20 to one month.

 

HOME OFFICE
Winona Lake, IN