What would you do with your life if you had a 50% chance of being in a nursing home by 50 and dead by 60? This is my why. As a child, I knew my grandpa was sick, but it wasn't until my teens that I researched it. Huntington's is hereditary, if my mom has it then I have a 50% chance of having it. Did my mom have it? She wouldn't get tested. Thus, I dreamed about my future, going to college, getting married, having kids, etc. However, I realized that if I was going to be suffering when my kids would be in their teens. Would I want to put them through that?

I don't have Huntington's, but I still live life as the only one I have. In college, I dreamed of doing a study abroad program in Spain. I made a plan and in 2007, I spent five months studying in Spain and traveling around Europe. I graduated college in 2009. I had a hard time finding a job and ended up working at Sprint. There, I heard a great story and came up with my next dream. When I paid off my college loans, I was going to transfer to the Sprint store in Maui and live on the beach. In 2012, I packed two bags and flew to HI.

After I came home, I kept coming up with new dreams and creating plans to reach them. I've motorcycled in 49 of the 50 states in the US; I bet you won't guess which one I haven't been to – yet. I've bought my current home as a foreclosure and we are making it into our dream home.

At work, my partner, Dawn, and I are passionate about helping our clients live their dream lives. We partner together with you to prioritize your dreams, goals and necessities. Together, we make adjustments when life changes and plan for the unknowns that can arise. We help you invest your assets by focusing on your goals and investing for those specific goals. Each client and each situation is unique. I challenge you to call us and partner with us to reach your dreams. We want to hear your goals when you're just dreaming about them and we want to celebrate with you after you achieve them.

-Katie Helmstadter

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Fishing
  • Gardening
  • Motorcycles
  • Camping

Office Information

Office Address

217 Hwy 64 Antigo, WI 54409

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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