Michael Helms, CPA, CFP®
With more than 20 years of experience providing financial planning, strategic investment advice and comprehensive tax management solutions, Michael Helms, CPA, CFP® joined WealthShield Partners, LLC® as a Wealth Manager in 2017. His hands-on experience and client-first focus is central to the company’s ongoing growth, evolution, and support services by helping both the organization and its customers gain a critical competitive advantage.
Immediately prior to his joining WealthShield Partners, LLC Michael was the Managing Director of EverGreen Financial Services, Inc. Here, he worked with independent clients in the greater Greenville area, leveraging in-class asset management and broad-reaching tax and financial management solutions to maximize and preserve 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), CPA, Certified Financial Planner (CFP), and he is a member of the AICPA.