OVERVIEW
Trust. Integrity. Mutual respect. These are the operating principles we rely on when we work to develop an investment approach that is designed to meet our clients’ financial goals and objectives.
Our client-first service commitment to you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, make adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
We very much look forward to showing you what our client-first investment approach can mean for you and your family.
ABOUT ME
Aimee brings with her over 20 years of experience working in the financial services industry specializing in advisory accounts and financial planning. Her position as a financial advisor provides her with the ability to get to know clients on a deeper level. Aimee focuses on learning and understanding clients’ goals and aspirations and putting together a plan to achieve every one of them. She specializes in developing tax efficient portfolios for current and successive generations.
A graduate of Purdue University, she began her career in computer engineering. Aimee is a member of the Somo Sala Women’s Club and PEO International promoting leadership and education for girls and women.
The Helms have three adult children, Susie, Shawn and Tessa.
When they are not busy serving clients, Crampton, a former professional musician, enjoys playing the guitar. They both enjoy traveling, playing golf and spending time with family.