Helmstar Wealth Management

Robb Schober is a CFP® with 22 years of industry experience, currently serving at Helmstar Wealth Management since 2009. He has prior experience with Beneficial Life dating back to 2004. Outside of his advisory role, Schober is a general partner in a family land management partnership. Helmstar Wealth Management serves both individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and the use of specialist managers.

Thomas Steelman is a financial advisor at Helmstar Wealth Management in Boise, ID, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Helmstar Group, LLC since 2007. In addition to his advisory role, he is a 50% owner of the Helmstar Group and works as a licensed insurance agent representing multiple companies. Helmstar Wealth Management serves both individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.

Joseph Piscione is a CFP® professional with 21 years of industry experience. He has been with The Helmstar Group, LLC since 2013 and holds the Series 66 designation. Piscione is also the principal of Piscione & Associates, LLC, a financial planning firm based in Boise, ID. Helmstar Wealth Management serves individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.

Katherena Weyand is a CFP® professional with five years of experience, currently serving at Helmstar Wealth Management. Her work history includes roles at The Helmstar Group, LLC, Strive, Granbury Theater Company, and HomeMaker. Outside of her advisory role, she is an actor with the Alley Repertory Theater, a semi-professional theater company based in Boise, Idaho. Helmstar Wealth Management serves individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.

Peter Butler is a CFA® charterholder with 12 years of industry experience. He is currently with Helmstar Wealth Management and previously worked at Pensionmark Financial Group, LLC. Butler is also the principal and owner of Valtrend LLC, a business appraisal firm specializing in valuing privately held companies. Additionally, he is involved in financial analysis related to alternative private investments in solar energy through a family LLC and is the inventor of a cost of capital software tool used by business appraisers. Helmstar Wealth Management advises individual and institutional clients, including high-net-worth individuals, pension plans, charities, and private businesses. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, offering comprehensive financial planning, discretionary portfolio management, and pension consulting services.

Briggs Andreasen is a financial advisor at Helmstar Wealth Management in Boise, ID, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining Helmstar, he worked in management consulting and bookkeeping for a medical practice he oversees remotely. Helmstar Wealth Management serves individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.

Benjamin Boettcher is a CFP®, ChFC®, and Series 66-registered financial advisor with 18 years of industry experience. He has been with The Helmstar Group since 2007 and is a 50% owner of the firm. In addition to his advisory role, he acts as an insurance agent for multiple companies. Helmstar Wealth Management serves both individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.