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Meet Our Team

Jane Helm

Jane is a Certified Financial Coach who followed her passion to help people with their everyday financial decision making. After meeting with hundreds of clients in the financial services arena, she felt called to bridge the gap between the emotional and behavioral aspect of financial well-being and the knowledge of how money works. She specializes in helping her clients gain clarity around financial goal setting, communication and action steps that lead to increased confidence in their money lives.

Having earned her degree in Social Work and Psychology, the transition to coaching has been a natural fit. She collaborates with her clients in taking meaningful and consistent steps to achieve a life of financial self-assurance. Guiding her clients through a process of discovering their core beliefs and emotions around money, she leads them to an increased awareness of self-limiting behaviors in everyday financial decision making.

One of Jane’s foundational tools is a deep dive in to each client’s money story. She learned from her own story that our earliest experiences and internal dialogues can be a source of negative behavior with money. This is especially effective when working with couples, as it brings a new awareness to each partner in learning how to communicate and set common financial goals.

She co-authored a workbook, My Money, My Wealth which is the foundation for the Financial Literacy Classes she teaches statewide. As a sought out public speaker, she has given workshops and motivational talks to many community organizations.

Jane is a lifelong resident of Maryland and has resided in Frederick for over 25 years. She serves on the Board of The Women’s Business Network and is a Partner Coach with Wholistic Women Retreats. She volunteers at The United Way Prosperity Center as a trainer for their Budget Coach program. She enjoys spending as much time as possible with her family, her husband Mike, daughters Emma and Megan, and two grandchildren.

Contact Jane: jane@moneymentorgroup.com

Jane Helm's styling by Amy Bednarcik with Cabi.
Jane Helm's styling by Amy Bednarcik with Cabi.
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Karen Headshot

About Karen

Karen has been in the financial industry for over 25 years, working with individuals and small business owners in the accounting business she and her late husband owned. His sudden and unexpected death before the age of 50 made her realize that even though they were knowledgeable about finances, they were not prepared for this unexpected Life Event. That experience helped her realize the fragility of life and the importance of being prepared before one of life’s challenges arises.

Karen’s passion is to assist others in organizing, recording, and reviewing the crucial documents that have a significant impact on the after-effects of a Life Event. Her book is her story of why she is so passionate about this today and includes worksheets to create an inventory of legal, financial, and insurance documents that can be used to recognize areas that need updating, as well as a priceless gift to loved ones that are left behind.

As a motivational speaker, Karen has spoken at various organizations within the DC area, including Maryland Society of Accountants, Maryland Women’s Conference, Women’s Business Network, and Wholistic Women Retreats.

Karen is a life-long resident of Maryland and has lived in Frederick County for most of her life. She is a certified Life Coach through the Institute for Professional Excellence in Coaching (IPEC). She is involved in the community, serving in multiple positions on the board of Women’s Business Network, including President, Past President, and Secretary/Treasurer; a member of the 2014 class of the Chamber’s Leadership Frederick County program; a member of Wholistic Women’s Retreats; and a member of Zion Lutheran Church in Middletown.  She and her husband live in Frederick, and love to camp and travel, especially to the beautiful National Parks throughout the nation. She has three adult daughters, two adult stepchildren, and 7 grandchildren.

Contact Karen: karen@moneymentorgroup.com

Meet Nancy

Nancy is a certified Life Mastery Consultant and coach who encourages clients by helping them build a spending plan that meets their needs and to live a life that incorporates their values. As a retired Certified Public Accountant, she understands the nature of personal finance and helps others feel positive about their financial position and where it can take them.

Nancy’s background spans the range of work experiences, from working in a large corporate environment to supporting a family-owned small business to be both solvent and flourishing for the past 20 years. She sees budget development as a “team sport,” engaging all of the parties in the process, seeking ways to make available income (and debt) opportunities for long term success and personal achievement.

She is a lifelong resident of Maryland and moved to Frederick “temporarily” over 35 years ago. She is a graduate of Frostburg State University, a member of the Women’s Business Network, a certified Life Mastery Consultant, and a graduate of Financial Peace University. Nancy enjoys spending time with her extended family, including her husband Carl, kids James, Adam and Ashleigh, and the ‘best’ labradoodle in the entire world, Mocha Joy.

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Meet Alissa

Taking control of your finances starts here!

Alissa has spent her career helping people improve their financial situation, first in the mortgage industry and then in the insurance and financial services industry.  In her most recent Corporate career, she was a business Coach to independent insurance agents, helping them grow their businesses and their personal income. After taking early retirement, she felt called to help people understand their relationship with money, improve their money habits, develop a workable spending plan and gain confidence around their finances so they could live a happier, more financially secure life.

Alissa’s father always told her, “It’s not how much money you have, it’s what you do with the money you have that makes all the difference’. Financial Coaching has brought together Alissa’s financial knowledge, coaching experience and desire to help others together into one career.

Money is Alissa’s ‘thing’.  In her professional life, Alissa’s work gave her a strong foundation in financial concepts such as spending, saving and budgeting. But it was her own money journey that she credits with teaching her how to build good financial habits and how to have a healthy relationship with money, especially when your income is variable due to being self-employed or working on commission.

Alissa is a graduate of George Washington University and has a Master’s degree in Public Administration from Pennsylvania State University. While financial coaches do not give investment advice, Alissa has several advanced financial designations such as the ChFC and RICP that allow her to understand the workings of money in the financial world. To elevate her coaching skills, Alissa completed Crucial Conversations Training and the Financial Coach Academy, a training program specifically for financial coaching.

Alissa has co-authored a workshop for the Federal Employee Education and Assistance Fund (FEEA) called “10 Steps to Meeting Your Financial Goals”. This helps Federal workers understand their relationship with money, prioritize financial goals, create a budget and plan for the future.

She is an active volunteer with Woman to Woman Mentoring and the Women’s Giving Circle. Alissa lives in Frederick, MD with her husband Ed and has four children, Amanda, Ellie, Evan and Sam. In her spare time, you’ll find her spending time at the beach with her toes in the sand and a book in her hand. And making up rhymes.  She also enjoys cooking healthy meals that actually taste good. Her bad habits include drinking too much coffee and singing way too loudly in her car.

Alissa is also a Certified Financial Education Instructor, having completed the requirements from the National Financial Educators Council.

Contact Alissa: Alissa@moneymentorgroup.com