Danielle Helfrich, Manager of Operations, has been part of Wayne’s team for 18 years. Danielle has a Bachelor of Science in Organization Management and is a Series 7-licensed financial advisor with Raymond James. Danielle brings to the team several years of professional experience in corporate qualifed plan design and consulting.
Danielle is in charge of our qualified plan division. The qualified plan division is responsible for qualified plan design and administration, and providing enrollment support for our corporate clients, who are located all over the United States. Danielle’s other responsibilities include seminar and campaign coordination, client referral development, and human resource support.
Danielle gives back to her community through coaching youth athletic teams, aiding in her children’s schools and belonging to the P.E.O. Sisterhood, a philanthropic organization that provides educational opportunities to women.
Danielle is married and resides in Crown Point, Indiana. She has three children and likes to attend sporting events and work in her flower gardens.