Wendy Helmkamp

Client Service Administrator

Email: gallen@vestiacontracts.com
Call | Text | Fax: 512-789-4734

Wendy Helmkamp

Client Service Administrator

Email: whelmkamp@vestia.com
Call | Text | Fax: 260-305-2778

Qualifications

BS in Mathematics Secondary Education, Taylor University

Community Involvement

Small Group Leader at The Chapel

To me ‘wealth that matters’ means that you’re balancing planning for the future with living life to the fullest now.

Wendy spent over 20 years as a mathematics teacher before making a switch to personal finance. She was drawn to Vestia because of its wonderful people and team-oriented approach to client service. Wendy is incredibly detail-oriented and has a gift for organizing physicians’ financial files, paperwork, and meeting schedules to ease a burden in their already busy lives!

Wendy holds a degree in Mathematics Secondary Education from Taylor University. She and her husband, Scott, have a son, Trevor, who followed in her footsteps to Taylor, and daughter, Megan. Outside the office, Wendy enjoys spending time with family, watching sports (her daughter plays college basketball!), being outside, and reading.

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?

To me “wealth that matters” means that you’re balancing planning for the future with living life to the fullest now. It means putting thought into what you spend money on and making sure that when you look back, you feel good about what you’ve done with your money.

What is your favorite part of what you do at Vestia?

I think my favorite part of Vestia is the people. I knew several people who worked for the company before starting, and have enjoyed getting to know more people, along with the clients!

What is the most important thing you have learned about helping other people?

During my years as a teacher, I have learned that people (students or adults) want to feel like they are being listened to and that you care. When I’m trying to help people, my goal is always for them to feel that I’m hearing their concerns or worries and that I truly care about trying to help them work out whatever problem they’ve come to me with.

Let’s Connect

Ready to align your wealth with your goals? Contact us today.

Wendy Helmkamp

Wendy Helmkamp

Wendy Helmkamp

Qualifications

Community Involvement

Let’s Connect

Certifications and Associations