Todd J. Helle

EA

Clients place an enormous amount of trust in us, and I take pride in helping them pursue their goals by guiding them through the twists and turns that life presents them.

2225 Mormon Trek Boulevard Suite 200 Iowa City, IA 52246
319.339.4884

Todd has been involved in the financial services industry since 1994. He worked for Terry Lockridge & Dunn from 1999 until it joined with Savant in 2022. Prior to joining Terry Lockridge & Dunn, he was an accountant for John C. Wagner Law Offices.

Todd earned a bachelor’s degree in accounting from Central College in Pella, IA and is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.

Todd serves on the board of directors of CBI Bank and Trust and Goodwill of the Heartland. He is a member of the Iowa City Noon Rotary Club and Knights of Columbus.

Todd and his wife Sarah have three children, Grant, Lauren, and Morgan. He enjoys spending time with his family.


Education &
Designations

  • Central College, Pella, IA
    Bachelor’s in Accounting
  • Enrolled Agent (EA)

Affiliations &
Community Service

  • CBI Bank and Trust – board member
  • Goodwill of the Heartland – board member
  • Iowa City Noon Rotary Club – member
  • Knights of Columbus – member