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 CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience, currently serving as a principal at Helmstar Wealth Management. He has been with The Helmstar Group since 2013 and previously worked with several insurance companies. Piscione is also principal of Piscione & Associates, LLC, a financial planning firm based in Boise, ID. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically with account minimums around $500,000. The firm employs a multi-manager investment process focused on asset allocation, tax management, and ongoing portfolio monitoring, offering discretionary management and customized pension consulting services.

Katherena Weyand is a CFP® with five years of experience, currently serving as an advisor at Helmstar Wealth Management in Boise, ID. She has worked at The Helmstar Group since 2018 and has prior experience with Strive and the Granbury Theater Company. Outside of her advisory role, she is an actor with the Alley Repertory Theater, a semi-professional company. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically onboarding accounts at or above $500,000. The firm employs a disciplined, multi-manager investment process focused on asset allocation, portfolio structure, tax management, and continuous monitoring, often managing client accounts on a discretionary basis.

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 with Helmstar Wealth Management in Boise, ID. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to his current role, he provided management consulting and bookkeeping services for a medical practice. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically working with accounts at or above $500,000. The firm employs a disciplined, multi-manager investment approach focused on asset allocation, portfolio structure, tax management, and ongoing monitoring, often managing client accounts on a discretionary basis.

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.