Leah Helvie, FPQP®

Financial Planning Associate

Certifications

Financial Paraplanner Qualified ProfessionalTM (FPQP®)

Education

Ball State University

Leah joined Avalon in December 2024. With a foundation in accounting, she is now focused on helping individuals and families achieve their financial aspirations. Leah assists advisors with meeting preparation, asset allocations, estate document summaries, and various research projects. She strives to communicate clearly to ensure clients feel confident and informed as they make important financial decisions. Leah graduated from Ball State University in May of 2022 and is currently working towards her FPQP® designation.

Leah resides in Noblesville with her husband and son. In her free time, she enjoys reading, crafting, and camping.

Certifications

Financial Paraplanner Qualified ProfessionalTM (FPQP®)

Education

Ball State University

Leah joined Avalon in December 2024. With a foundation in accounting, she is now focused on helping individuals and families achieve their financial aspirations. Leah assists advisors with meeting preparation, asset allocations, estate document summaries, and various research projects. She strives to communicate clearly to ensure clients feel confident and informed as they make important financial decisions. Leah graduated from Ball State University in May of 2022 and is currently working towards her FPQP® designation.

Leah resides in Noblesville with her husband and son. In her free time, she enjoys reading, crafting, and camping.