Cindy Helman and Aaron Watkins
Courtesy photo
SIDNEY – The WiseBridge Wealth Team was honored again with awards on July 16 at the Money Concepts International Financial Planning Congress in Nassau, Bahamas. Cindy Helman, RFC, president of WiseBridge, was presented with the esteemed APEX Club Award. Aaron Watkins, RFC, received the prestigious Millionaires Club Award.
Top honors were presented that reflected achievements in the overall service levels these wealth managers provide to their clients and the communities they serve. Emphasis is given to client retention, satisfaction, and focus on education within the financial services industry.
Helman reflected on these honors by saying, “We are so proud of the team that we have assembled at WiseBridge Wealth. Each team member works hard every day to help our clients take control of their financial future. We are so thankful for their continued trust and confidence in us.”
The Annual Congress hosts educational meetings and workshops to sharpen and challenge the advisors. The Congress promotes sharing between the advisers and opportunities to collaborate on new tools and innovations within the industry.
To contact WiseBridge Wealth, call the office at 937-518-1776. Helman and Watkins can also be reached directly at [email protected] or [email protected]. WiseBridge Wealth’s office address is 411 W. Russell Road, Sidney.
