CoverProfile

Shelby Miller

Investment Adviser Representative

Helmsman Financial Group, LLC

United States, Washington, Woodinville

About Me

Shelby Miller joined Helmsman Financial Group, LLC (HFG) in 2004 as an Investment Adviser Representative. Shelby is a graduate of Willamette University in Salem, Oregon where she earned a degree in Economics. Shelby’s financial planning responsibilities for HFG include: portfolio reviews and development, and management of client accounts. She lives with her husband and son in Seattle, WA.

Profile Information

Investment Adviser Representative

Helmsman Financial Group, LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Woodinville

Washington

United States

Aug 25, 2025

Work Experience

Helmsman Financial Group

Investment Adviser Representative
Jan 2004 - Present
Email: shelby@helmsmanfinancial.com

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