Gabe Helms, CFP®, CPA/PFS
Gabe provides tax-sensitive investment advice, retirement planning, and financial services to individuals, families, and closely held businesses. His interest in financial markets started at the age of 6 when he first began voting and signing proxy statements for stocks that he received from his great grandfather.
Gabe joined Hull Wealth Management in 2016 after a 20 plus year career in public accounting in Middle Tennessee. Most recently he formed a certified public accounting firm in 2008 and sold the firm in 2015. That firm experienced an average annual growth rate of 25% per year. In 2017, he was awarded the Personal Financial Specialist (PFS™) credential by the American Institute of Certified Public Accountants, and in 2020 he obtained the Certified Financial Planner™ designation.
Gabe is a 1994 graduate of Troy University with a B.S. in Accounting and is a Tennessee licensed certified public accountant. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants (current PFS™ Credentials Committee Member, former Investments Committee member and PFS™ Exam Technical Task Force member), and the Tennessee Society of Certified Public Accountants (current Scholarship Committee member, former Federal Tax Committee member and State Tax Committee member).
He also serves as a board member and Treasurer of the Domestic Violence and Sexual Assault Center, served as the Development Committee Chair for Nourish Food Bank from 2018-2021, and is a graduate of Leadership Rutherford. Gabe served as a Diplomat for the Rutherford County Chamber of Commerce from 2016-2018.
Gabe is married to Rachel and they enjoy spending time with their daughter, traveling and being amateur “foodies”. Gabe also enjoys reading, hiking, kayaking, and canoeing.