The Helix Financial Group

David Rice is a financial advisor with The Helix Financial Group in Carrolltron, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with The Helix Financial Group since 2007 and has also operated as a self-employed advisor since 2004. The Helix Financial Group sells insurance products alongside its advisory services. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $82.4 million across about 219 client relationships, emphasizing tactical and strategic asset allocation with global diversification and primarily non-discretionary portfolio management.

Matthew Grygar is a financial advisor at The Helix Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Helix Financial Group since 2010. Outside of advisory work, he is licensed as an agent selling healthcare benefits for Blue Cross & Blue Shield and Cigna. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $82.4 million across about 219 client relationships, focusing on tactical and strategic asset allocation with global diversification, primarily managing portfolios on a non-discretionary basis.