With more than 25 years of experience providing financial planning, strategic investment advice, and comprehensive tax management solutions, Michael Helms, CPA, CFP® joined WealthShield Partners as a Wealth Manager in 2017. His hands-on experience and client-first focus play a vital role in the company’s growth, evolution, and client services, helping both the organization and its clients achieve a critical competitive advantage.
Prior to joining WealthShield Partners, Michael served as the Managing Director of Evergreen Financial Services, Inc. There, he worked with independent clients in the greater Greenville, SC area, utilizing comprehensive asset management strategies and wide-ranging tax and financial planning solutions to optimize and safeguard their long-term wealth.
Michael earned his MBA with a focus in Accounting and Finance, as well as his B.S. in Finance, from the University of South Carolina at Columbia. He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® professional, and a member of the AICPA.