WiseBridge Wealth Management
WiseBridge Wealth Management’s mission is to help you reach your ideal lifestyle through successful financial planning. Through economic uncertainty, market fluctuations, and technology shifts, we’ve helped our clients build wealth in all stages of life, plan for retirement, and achieve financial independence. By getting to know our clients’ goals, dreams, and aspirations, we can help them reach their ideal financial goals and develop partnerships that last a lifetime.
Discover What Makes Us Different
Cindy Helman RFC, CFS
Cindy joined Money Concepts in 1995 aspiring to own and grow her own business. In 2021, Cindy’s passion for helping others transitioned into the launch of WiseBridge Wealth Management. She and her team have created a relaxed, yet professional, space for clients seeking financial guidance and leadership. We invite you to come and experience the WiseBridge Way!
While not helping others at the office, Cindy enjoys spending time with family and friends while in Ohio. She loves to travel, golf, and visit local entertainment venues. Cindy is active within both her community and church families.
Cynthia Helman RFC, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Cynthia Helman RFC, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
Licenses
- Series 6
Aaron Watkins RFC
Aaron joined Money Concepts in 2017. He began in an administrative role, learning the ins and outs of all aspects of the business before becoming a licensed representative. Aaron obtained his Life and Health License and Series 7 in 2018 and 2019. He joined Cindy Helman in 2021 in the launch of WiseBridge Wealth Management. We invite you to come experience the WiseBridge Way!
Outside of the office, Aaron likes to be involved in the community where he is active on the local Young Professionals Connect Steering Committee, YMCA Financial Development Committee and Raise The Roof for The Arts Board. He is also the head volleyball coach at Russia High School. He enjoys traveling, being outdoors, and spending time with his family and dog, Indi.
Aaron Watkins RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Aaron Watkins RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
Licenses
- Series 65, 7TO
Catherine joined Money Concepts in 2018 and works closely with the clients and advisors at WiseBridge Wealth Management to make sure their expectations are exceeded. She enjoys the variety in each day that keeps it interesting. Her greatest passion in her role is to be able to help others; whether it is the clients or her co-workers, she is most fulfilled with assisting others.
During her free time, Catherine enjoys spending time with family and friends. She is an avid reader and finds time to travel to new places every year.
My name is Corey Palakovic, and I am a proud husband to my wife, Jennifer, and father
to our two children, Michael and Christian. During a pivotal three-year period in the
Army, I developed a strong sense of discipline and resilience, which profoundly shaped
who I am today. Now, I dedicate myself to supporting my family and pursuing my
personal and professional goals with the same commitment I embraced during that time.
Corey Palakovic is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:
Corey Palakovic is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
Licenses
- Series 66, 7TO
My name is Lolah Maxey, and I am in my last year in Finance at Ohio State Fisher
College of Business. I have a passion for being outdoors, hiking, and helping others. I
am from Columbus, Ohio and a graduate from Hilliard Bradley High School. I recently
got engaged, bringing me to Sidney, Ohio. My love for finance and helping others
makes me excited to embark on this new journey as the Benefits Coordinator for
WiseBridge Wealth Management.