What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
- For Clients
- For Advisors
- About
- Library
- Login
- Contact
-
Aimee Helms AAMS®
Vice President – Investments
About Me
Aimee brings with her over 20 years of experience working in the financial services industry specializing in advisory accounts and financial planning. Her position as a financial advisor provides her with the ability to get to know clients on a deeper level. Aimee focuses on learning and understanding clients’ goals and aspirations and putting together a plan to achieve every one of them. She specializes in developing tax efficient portfolios for current and successive generations.
A graduate of Purdue University, she began her career in computer engineering. Aimee is a member of the Somo Sala Women’s Club and PEO International promoting leadership and education for girls and women.
The Helms have three adult children, Susie, Shawn and Tessa.
When they are not busy serving clients, Crampton, a former professional musician, enjoys playing the guitar. They both enjoy traveling, playing golf and spending time with family.
Phone 423-353-9526
Toll Free Phone 833-353-9526
Phone (Direct) 423-353-9526
Check the background of this investment professional on FINRA’s BrokerCheck