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 with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Helmstar Group since 2007. In addition to his advisory role, he is a 50% owner of the Helmstar Group and acts as an insurance agent for multiple companies. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically managing accounts above $500,000. The firm employs a disciplined, multi-manager investment approach focused on asset allocation, tax management, and ongoing monitoring, and provides customized pension consulting, notably working with state and municipal government plan sponsors.

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 13 years of industry experience. He currently works at Helmstar Wealth Management and has held prior roles at Pensionmark Financial Group and Valtrend LLC. Butler is the principal and owner of Valtrend LLC, a business appraisal firm specializing in the valuation of privately held companies, and is the owner and inventor of the Butler Pinkerton Calculator, a software tool used for private company valuation. He is also involved in a family LLC that conducts financial analysis related to alternative investments in solar energy. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on accounts typically at or above $500,000. The firm offers comprehensive financial planning, discretionary portfolio management, pension consulting, and education services, utilizing a disciplined, multi-manager investment process with an emphasis on asset allocation, tax management, and continuous monitoring.

Briggs Andreasen is a financial advisor with Helmstar Wealth Management in Boise, ID, holding Series 65 and Series 66 credentials and one year of industry experience. He has a diverse background including management consulting and bookkeeping for a medical practice. Outside of his advisory role, he provides management consulting services for a medical business on weekends. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically with accounts of $500,000 or more. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, employing a disciplined, multi-manager investment process focused on asset allocation, tax management, and continuous monitoring.

Benjamin Boettcher is a CFP®, ChFC®, and Series 66-registered financial advisor with 19 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 is an insurance agent representing multiple companies. Helmstar Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, typically managing accounts with a minimum of $500,000. The firm employs a multi-manager investment process focused on asset allocation, tax management, and ongoing portfolio monitoring, and offers customized pension consulting services for state and municipal government plan sponsors.