Jeffrey Helms, CPA, CFP®
As a senior financial planner, Jeff provides personal financial design solutions in the areas of retirement planning, risk management and insurance, estate and tax planning. Jeff is involved at all levels of servicing client's financial design needs including the development and implementation of a comprehensive planning program. Jeff is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). Jeff holds a Bachelors and Masters degree in Accounting from the University of West Florida.
Jeff brings extensive experience of estate planning, gift and trust services after spending more than 10 years with O'Sullivan Creel's tax department. He is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the Santa Rosa Leadership Alumni Governing Board and treasurer for Margaret Street Church of Christ.
T 850.444.7272
F 850.470.5545
jhelms@osullivancreel.com