CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Helen Love

Helen Love

Financial Advisor

Securities Registrations: Series 7,31, & 66

Helen has been a Financial Advisor since May of 1991.  In October of 2009, she joined Oakley.Wanebo.Love.Mendenhall.Keller Wealth Management Group, to benefit from the peer review and support attending a team structure.  Comprehensive financial advice includes insurance, Helen is licensed for insurance and annuities in 16 states.  She has been recognized consistently since 2009 as a Premier Advisor by Wells Fargo Advisor, a designation held by a select group of Financial Advisors with Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Helen grew up the fourth of five kids, in Davenport, Iowa.  She graduated with a B.A. in Government from Smith College (Northampton, Massachusetts) in 1973.  She subsequently studied accounting at Mesa State College, and became a Certified Public Accountant in 1991.  In 2015, she put her CPA license in "retired" status.  Her background in tax greatly informs her work as a financial advisor.

Helen has two grown sons, Jim and Tom, whose own families are growing by the year.  Her husband, Arvid, is retired and keeps them both well fed with his grill and smoker.  As a service to the industry, Helen is a Financial Industry Regulatory authority (FINRA) Arbitrator, and volunteers in development for HopeWest and Hospice in Grand Junction.

 

 

SD Insurance Agent

CA Insurance Licence Number 0F59090

 

 

Phone 970-254-3365
Fax 970-242-3035
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals