Broker Check
Lisa Helm

Leveraging nearly 20 years of retail banking experience, I joined Financial Sense® Wealth Management in 2024. My background includes a proven track record of creating innovative strategies to boost client engagement and achieve operational excellence, all while prioritizing exceptional customer service and management.

For fun I enjoy spending time at the beach doing anything and everything our beautiful coast has to offer or hopping on my mountain bike for a local trail or a challenging ride with some downhill thrills.