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Harriet Marmon Helmle, CPA

Harriet Marmon Helmle, CPA

Senior Financial Advisor,
New Client Relationships

Financial Advisors

Harriet Marmon Helmle is a wealth advisor based out of San Antonio, TX.

CAPTRUST welcomed Harriet in 2021. She brings extensive family office experience in comprehensive financial planning to our team. Harriet specializes in understanding and meeting the complex financial needs of our clients.

Harriet joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm. Before serving as Covenant’s director of client relationships, she was a part of Frost Bank’s Wealth Management Services group. Harriet’s career also included serving as president and chief executive officer of San Antonio-based Security Trust & Financial Company and having experience with PricewaterhouseCoopers and Deloitte & Touche.

Harriet is the founder of the San Antonio Youth Literacy program. This program is the benchmark for other literacy mentoring programs around the country—using business leaders as mentors in the public school system. Harriet’s community involvement ranges wide and deep. She serves on the Board of Trustees of the San Antonio Medical Foundation, the Board of Directors, and served on the Texas Governor’s Commission for Women, and is a strong advocate for Haven for Hope, a local homeless shelter.

Harriet is married and enjoys spending time with her husband Austin and their three miniature Australian shepherds, Mercedes, Denali, and Tahoe.

Education

  • Bachelor of Science degree from the University of Texas at Austin

Industry Designations

  • Certified Public Accountant

Industry Involvement

  • Estate Planners Council
  • The Texas Society of CPAs
  • The American Institute of Certified Public Accountants

Memberships

  • Board Member—Social Venture Partners
  • Board Member—United Way
  • Board Member—Texas Business Hall of Fame
  • Board Member—UT Health Regional Physician Network
  • Board Member—San Antonio Medical Foundation and
  • Board Member—Girl Scouts
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