Private Lender AAPL Member Spotlight | Jack Helfrich

/Private Lender AAPL Member Spotlight | Jack Helfrich

AAPL Member Spotlight | Jack Helfrich

By |2018-08-07T02:37:25+00:00August 1st, 2018|AAPL Member Spotlight|0 Comments

Jack Helfrich, Director of Sales for Civic Financial Services, has been a member of AAPL for four years. When he’s not participating in one of his unique hobbies, you will find him setting records getting deals done.

What AAPL benefit do you MOST value?        

AAPL provides a variety of different services that CIVIC has used to expand business. The annual conference was an event that my colleague, Whit McCarthy and I visited the third month of CIVIC’s existence that allowed us to expand our knowledge of the private money industry through the sessions and roundtable-style conversations that were offered.

Why did you become a member?

Because we were looking to make CIVIC a relevant name within the private money industry. Our goal was to get as much exposure as possible to be able to grow our business. Brand recognition is an important form of business development in any industry, so being a member of AAPL, one of the most prestigious organizations in private money lending, was crucial to the development of CIVIC’s reputation.

 What is your favorite AAPL memory?

AAPL held an event that resembled “speed dating” where lenders, brokers, and investors lined up in two lines across from each other.  The goal was to introduce yourself to one another to potentially do business in the future.  I met some very interesting people during that event including some that I am in communication with to this day.

Why did you decide to enter the private lending profession?

Coming from the conventional industry, private money lending intrigued me because there was much more interaction with our clients.  As an account executive, I help flippers and renters plan their financial investments.  I truly enjoy working with investors and being able to provide them with financing to help build their businesses.

What are some accomplishments you are particularly proud of?

When CIVIC funded our first $5 million in a month, our director gave each of us – which was only 10 employees at the time – a $5 bill. I still have it framed in my office.

In 2016, CIVIC broke $50 million in a month of pure short-term private money financing.

Also, in 2016, I set a personal and companywide monthly unit record when I funded 25 individual loans in one month. In June 2017, CIVIC hired its 100th employee.

 Tell us something fun about yourself

A fun secret that many people don’t know about me is that I’m am an avid pogo sticker. A group of stickers and I get together on the weekends to hit the terrain parks around town.

What is your favorite book, and why? 

 Red Notice by Bill Browder. Bill was one of the first Western capitalists in post-Soviet Russia. What I found interesting about the book is that a lot of the political tensions that we see in the news today are rooted from the events that were described in the book.


To see yourself in the spotlight or nominate a member, just complete one of these form with some basic information. A member of the AAPL team will then follow up with you.  It only takes a minute plus we would love to hear from you!

By |2018-08-07T02:37:25+00:00August 1st, 2018|AAPL Member Spotlight|0 Comments

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