Trever Helmstead, CFA, CFP®

      Trever Helmstead, CFA, CFP®

      Trever has been a member of the Telemus team since 2019. As a Financial Life Advisor, he helps his clients by breaking down big picture planning strategies into manageable and achievable goals. Trever has deep experience working in a variety of financial markets to help his clients navigate uncertain waters and execute their financial life plans. He focuses on emerging affluent and established wealthy clients and families to help them achieve their financial goals.

      Maximizing Returns with Tax Efficiency and Active Fixed-Income Investing

      Preparing Next Gen for Wealth: Money Conversations and Inheritance Planning

      Insurance: It’s Not Just For Your Protection

      The Importance of Protecting Your Income