portrait of Scott A Helberg

About Scott

Having proudly served our nation for 20 years as an officer in our Naval submarine service, leading sailors while serving aboard the submarines USS PENNSYLVANIA (SSBN 735) and USS SPRINGFIELD (SSN 761), I am truly blessed to now continue providing a valuable service to clients both locally and in over half the states around the country. Many years of public service taught me the importance of identifying strategies to help people achieve life's goals, addressing what is most important to them and their families.

A little on my background:
• Learned what hard work truly is through farming early in life
• Bachelor's...

Focus Areas

  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Retirement Savings Strategies
  • New Investors

Work History

  • Edward JonesMay 2015 to Current

Education

  • University of OklahomaMasters

Personal Interests

  • Scuba Diving
  • Hiking
  • Hunting
  • Canoeing
  • Horseback Riding

Team Members

  • Jennifer Pickle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

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