Danielle Helfrich recently joined TrueWealth Advising after working for many years in the Financial Services Industry. She considers “Leaving a Positive Legacy” to be her goal in both her professional and personal life. She followed her father, who is both a CFP® and a CPA, into financial services 27 years ago, obtaining her Series 6 and insurance licenses when she was just 21
years old. Today her mission is empowering and educating others – especially women.
Danielle loves the outdoors and hiking on her wooded property, which she considers one of the most beautiful areas in northern Indiana. She is also a rescue dog advocate, having fostered dogs, worked in shelters, undertaken fundraising activities. For the past 12 years, Danielle directed the Annual Lake County Pet Expo, that showcases and raises funds for local animals available for adoption.
Danielle Helfrich is insurance-licensed in Indiana. She is a Registered Representative and Investment Advisor Representative with Equity Services Inc. and offers securities in Indiana.