The Team

BAUMAN, HELFAND & ASSOCIATES

Our Advisors

Todd Bauman

Todd Bauman

Branch Manager

More about me...

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

BS in Finance Western Illinois University, Macomb IL

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David Helfand

David Helfand

Associate Manager

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

BA, Economics University of Illinois, 1991-1995, High School Diploma, Glenbrook North High School, 1987-1991

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Our Staff

Damary Marrero

Registered Operations Leader