Heidi Helmeke founded Enspyre in 2019, after nearly thirty years as an advisor, author, instructor and mentor, to offer clients a fresh perspective on achieving their families’ unique goals.
Enspyre Wealth Advisors puts families first by working tirelessly to build personalized connections with each and every client, help provide meaning to their finances and advocates for generations to come. With her decades of experience, Heidi has seen what works and what doesn’t. Heidi knows how to help clients achieve optimal solutions for dreams both big and small.
We continue to be impressed by her understanding of our needs, anticipating issues, and managing our finances in the most responsible manner…… She is fun, knowledgeable and we literally trust her with our life savings.R.G & B.G
Heidi is a dedicated professional that serves her clients with the utmost integrity and compassion. She is very honest and goes above and beyond for our entire family.J.H.
Heidi Helmeke, CFP
Founder and President
Heidi Helmeke is the founder and president of Enspyre Wealth Advisors. Since 1990, Heidi has been dedicated to guiding clients with purpose through the powerful forces that money exerts in their lives and transforming their journey.
Growing up Monroe, Wisconsin, Heidi was raised in a working-class family and quickly learned how a thoughtful approach to her finances – such as budgeting and saving – could help her attain what she wanted in life. In her younger years, she helped her parents run the family farm and, when they started their own enterprise, she learned the ins and outs of running a small business.Full Bio
Client Service Associate
Katie Avery believes financial planning is most effective when it involves a personal touch. She finds a sense of purpose in helping others achieve their big-picture aspirations, as well as their smaller, everyday financial goals. As a Client Service Associate at Enspyre Wealth Advisors, she aims to use her skills and experience to provide personalized assistance with the goal of creating fruitful, long-term client relationships.
After living in Arizona for several years, Katie returned to her hometown of Mounds View, Minnesota, where she first learned about the power of personalized connections between small business professionals and the people they serve. In high school, she worked in her grandpa’s commercial real estate business, a small, family-owned-and-operated enterprise. There, she discovered she was well-suited to a small-business atmosphere, where every customer is treated with care and integrity.Full Bio
Financial Planning Intern
Daphne Smoley is service-oriented and passionate about helping others in meaningful ways. As a Financial Planning Intern with Enspyre Wealth Advisors since 2022, she wears many hats and is constantly learning and stretching her abilities. With Heidi Helmeke as her mentor, she has developed a profound appreciation for personalized, client-focused guidance in financial services.
Daphne is currently a junior at the University of Wisconsin-Madison. She is a Dean’s List student and works as a teaching assistant at the School of Human Ecology. When declaring her major, she considered several different options before eventually landing on Personal Finance. She knew this field offered ample opportunities to help others in significant, potentially life-altering ways, and she became particularly interested in working at a private financial advisory firm, such as Enspyre Wealth Advisors.Full Bio
Brooke Helmeke has always had a knack for numbers and problem-solving, but that’s not the only reason she was drawn to the financial services industry. She has a deep interest in helping others and making a positive impact, and she knows she can accomplish that by assisting people with important, potentially life-changing, financial decisions.
Even as a young girl, Brooke was interested in her mother’s work as a financial advisor. She found it to be logical, meaningful, and people-centric—a job with a clear purpose. Today, she is an Administrative Assistant at Enspyre Wealth Advisors, a crucial behind-the-scenes role that supports the company’s daily operations. In addition to her work at Enspyre, Brooke also works at a local business, where she was recently promoted to a leadership position with responsibilities that include training new staff.Full Bio