Ty Helm

Ty Helm joined Willis Johnson Wealth in 2026 as a Client Operations Specialist and participant in the firm's Wealth Residency Program. He works alongside advisors and fellow team members to support client service initiatives while rotating through various firm departments to learn how WJW supports clients across its core operational functions. His responsibilities include account openings, maintenance, transfers, and advisor workflows, with a focus on accuracy, efficiency, and attention to detail.

Passionate about financial planning and wealth management, Ty enjoys continuously expanding his knowledge and refining his skills. He believes that strong client relationships are built through reliability, attention to detail, and a commitment to putting clients first. By providing dependable operational support, he helps advisors focus on serving clients and supporting their long-term financial goals.

Ty earned a Bachelor of Science in Business Administration with a minor in Financial Planning from Texas A&M University. His education and professional experience have provided a solid foundation in financial planning, investment principles, retirement planning, and client service. He is currently pursuing his Series 65 license and plans to earn the CFP® certification as he continues to build his career in wealth management.

Outside the office, Ty enjoys investing, spending time outdoors, and lifting weights. He is an avid supporter of Texas A&M and the Houston Texans and enjoys spending time with family and friends.