About Us

Our Mission

To make every client feel like our only client as we work together to develop and implement strategies that support the unique future each client envisions themselves living.

Meet the Team

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father’s broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan’s wife Julie works in the energy industry.
Nathan’s father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

Senior Wealth Advisor

W (813) 533-7006
M (813) 336-3347
nate.helms@accurateadvisory.com

Kyle Lonsinger is third generation in the financial services industry. When Kyle was in grade school, his family almost lost his father due to a heart attack. He remembers his father refusing surgery until he could tell his wife who to call should something go wrong.
From that day, Kyle realized the gravity of what it means to be a trusted financial partner. Since 2016, Kyle has helped individuals and families take charge of their financial lives and build strong financial futures at companies like LPL Financial, TD Financial, and Merrill Lynch.
Kyle is a Certified Investment Management AnalystⓇ and a Certified Financial PlannerⓇ with a strong belief in the fiduciary code. Kyle received his bachelor's degree from The Pennsylvania State University and his Executive Certificate in Financial Planning from Duquesne University. He also is Long-Term Care certified and received his CIMAⓇ from the Yale School of Management.
In his free time, Kyle enjoys snowboarding, golfing, working out, traveling, and spending time with family and friends.