Nease Lagana Eden & Culley: Walt Helms promoted to Principal & Shareowner at Nease, Lagana, Eden, & Culley, Inc.

Walt Helms, CFP®, has been named Principal and Shareowner where he specializes in creating customized wealth transfer plans for families and business owners. These strategies include combining life insurance with transfer strategies to meet the financial objectives of his clients. Walt has been with NLEC since 2008 and regularly speaks at regional and national conferences regarding life insurance and strategies to transfer assets over multiple generations.