Graham Helfer

Research Analyst

Graham Helfer joined Bowersock Capital Partners in 2021. He spent seven years at Lincoln Financial Services working alongside his father and mentor Tim Helfer to help successful individuals build and preserve their assets. As a paraplanner for Tim, he helps to design and build financial plans as well as to facilitate their implementation. During his seven years in financial services, he earned the Life & Health, Series 6, 63 and 65 licenses.  He graduated from Truman State University in 2014.  In addition to his professional and academic pursuits, Graham volunteers for the Salvation Army in Overland Park and Kansas City.  Graham enjoys reading, artwork and teaching himself how to cook and bake.