Jennie Helm

Sr. Client Service Manager

Jennie Helm joined CFG in March 2022 after a 17-year-long career at Moneta Group. In her previous experience, Jennie served many different roles, from Client Service to Operations Manager, and was a mentor to many of her co-workers. Jennie has obtained her Series 65 license.

Jennie thrives on cultivating meaningful relationships with clients and utilizing her skills and resourcefulness to find the best solutions for every client's situation. "Always acting in the best interest of our clients and helping them achieve their financial goals is what motivates me to go that extra mile. I knew this was of utmost importance to me when looking for new opportunities."

Jennie grew up in Denmark, where she also went to school focusing on languages and psychology, and she moved to the US a few years after graduating. Her beginning was in New York City, where she worked in the garment industry and learned to wear many hats. St. Louis has been her home away from home since 2001, and she loves living in South City with her two dogs. In her free time, Jennie spends time with friends and her pups, is an avid CrossFitter, loves meditation and reading, and, most of all, enjoys going home to Denmark to see family and friends as often as possible.

(314) 446-3258