We’re all in this
When you work with HELMSTAR, you work with a team of cross-functional subject matter experts to explore options, define strategies, and uncover solutions to get you to your goals.
Expertise still matters.
Unlike firms where you are assigned a single financial advisor, we believe modern financial life requires a team approach to fully understand and act on the opportunities (or challenges) in front of you.
Whether you are an entrepreneur or retiree, no single person can be an expert on all of the tax, estate planning, and investment management that you face. That’s why Helmstar’s team approach exists: to give you access to the specific knowledge you need when you need it.
Ben FOUNDING PRINCIPAL
Ben Boettcher is a co-founder of Helmstar and has been advising clients for over 20 years. He loves coming to work every day. Ben graduated from Brigham Young University with a B.A. in Global Economy. Ben holds Certified Financial Planner™ (CFP®) and Chartered Financial Consultant™ (CHFC®) designations. Ben and his wife Amy love Idaho and have been actively engaged in raising their five children in Boise. They spend their family time skiing, hiking, golfing, and playing tennis together. Ben has served on several community boards and committees and is inspired by all the wonderful work done by charitable organizations in the valley. Ben is inspired by human ingenuity, which is so often found within the Helmstar team and amongst Helmstar clients. Ben loves being a part of the Helmstar community, which he believes truly represents some of the best the world has to offer!Read more
Certified Financial Planner (CFP)™ Chartered Financial Consultant (CHFC)®
Bachelor's Degree – Brigham Young University
Major in Global Economy, Minor in Business Management
Investment committee member for the Idaho Youth Ranch
Former Board Member and Treasurer of Opera Idaho
Member of Boise Chapter of the Financial Planning Association
Tom FOUNDING PRINCIPAL
Tom Steelman feels blessed to work with the best clients and the best team.
Tom started as a financial planner in 2004. He is proud that he has spent his entire professional career dedicated to helping clients and growing a team that is equally committed to helping clients reach their goals.
Tom graduated cum laude from Utah State with an Accounting degree. Tom is very dedicated and passionate about advancing his knowledge and skills, as he sees continuing education and growth as a responsibility to clients and team members. The training he most recently completed that clients have benefited from is becoming a Registered Life Planner through the Kinder Institute.
Tom loves his work. He feels blessed that he loves being in the office and that he enjoys coming back to work after the occasional vacation. He also loves his family and enjoys spending time with his wife Jessica and their children (all SIX of them!). Tom has many hobbies, which mostly revolve around spending time with family.
Tom feels a deep commitment to the work he does for clients and to the team that he is a part of. He believes the trust given to Helmstar by clients is sacred and that the impact the team has on clients’ lives is immeasurable.
Tom believes that Helmstar’s work enables clients to live their most fulfilled and joyful lives. This is what he enjoys most about Helmstar: impacting clients’ lives in a way that is irreplaceable.Read more
Bachelor's Degree in Accounting – Utah State University, Cum Laude
Past President and current Member of the Financial Planning Association (FPA)
Idaho Chapter Member of the American Institute of Certified Public Accountants (AICPA)
Joe Piscione is a Partner with The Helmstar Group. He is responsible for maintaining the financial well-being and success of his clients.
Joe began his career in Albertson's Corporate Office as a Certified Internal Auditor before becoming the Controller of the Risk Management department. After Albertson's, Joe made the shift to the financial planning industry and worked at a local RIA for nine years before eventually joining The Helmstar Group in 2013.
Joe is especially grateful that he found The Helmstar Group, a firm that aligns with his values and embodies the ideals that he holds around excellent client experience, an engaging work environment, and a growth-oriented mindset. Ultimately, the people at the firm set it apart — he knows that he can go to work every day with the assurance that he is working alongside those who truly care about each and every person who walks through the door.
Joe graduated from Brigham Young University with a B.S. in Accounting. He enjoys serving and interacting with people across the Treasure Valley, including those in various congregations of his church. He currently sits on the Board of Friendship Events, an organization dedicated to building unity throughout the local community and fundraising for various philanthropic purposes, including Boise Rescue Mission Ministries and other local charities.
In his spare time, you can find Joe with his family. He loves any excuse to get everyone together — good food, a big football game, or a family vacation - because the joy is in being together! He also knows that a key ingredient to cultivating joy in his life is allowing his clients to experience the same. He works tirelessly to ensure that they can have peace of mind and accomplish the things most important to them.
Joe believes that the most important things in life are the ones upon which we choose to dedicate our time, talents, and energy. He strives daily to ensure that his values align with the way he spends his efforts, and he helps clients to do the same.Read more
Certified Financial Planner (CFP)™
Bachelor’s Degree – Brigham Young University
Major in Accounting
Robb SENIOR FINANCIAL PLANNER
Robb lives in Nampa, Idaho with his wife Jackie on the still-operating family farm where he was reared. Over the last several years Robb has found a renewed interest in the sport of golf and together Robb and Jackie enjoy travel with a particular fondness to the Oregon Coast.Read more
Certified Financial Planner (CFP)™
Bachelor of Science – Northwest Nazarene University
Masters of Education with an emphasis in leadership – Northwest Nazarene
University Specialist in Administration advanced degree – University of Idaho
Past President of the Treasure Valley Association of Insurance and Financial
Advisors National Committeeman:
State Board Past President and current member of the Financial Planning Association for the State of Idaho
Past Chairman of the Idaho Roundtable:
A two day continuing education symposium conducted for financial professionals in the State of Idaho
Katy DIRECTOR OF OPERATIONS
Katy Weyand plays several roles at Helmstar. In addition to overseeing the development, refinement, implementation, and execution of internal processes and systems, she also serves as one of the office’s paraplanners, and provides personalized family office support to ultra-high-net worth client households.
Katy has been a member of the Helmstar team since moving to Boise from Dallas-Fort Worth four years ago. Prior to Helmstar, she worked in commercial real estate and in the film/television/theater industry. Katy graduated magna cum laude from Texas A&M University with a B.A. in Russian and Sociology. She is a member of several honors societies, including Phi Beta Kappa, and is currently pursuing both a Masters in Personal Financial Planning from Kansas State University and a Certified Financial Planner™ (CFP®) designation. She holds a Series 65 license and is also a licensed insurance agent.
Outside of work, Katy enjoys hiking, reading, pretending to be a foodie, traveling, and engaging with the visual and performing arts as much as possible. She’s also an amateur “circus person” and can often be found hanging out mid-air on various aerial apparatuses, including silks, hammock, straps, and hoop.
Katy considers herself a perpetual student. She is endlessly curious and believes that there are always more ways in which to grow. She finds great fulfillment in helping clients attain their personal and financial goals, thereby empowering them to live their most meaningful lives. She is deeply grateful to work for a firm with a truly service-oriented mindset and with a team that is so passionate about the work that they do and the clients that they do it for.Read more
Bachelor of Arts Degree in Russian and Sociology – Texas A&M University Magna Cum Laude
Member of Phi Beta Kappa, National Honor Society
Member of Alpha Kappa Delta, International Sociology Honor Society Member of Dobro Slovo, National Slavic Honor Society
Jake DIRECTOR OF PLANNING & RESEARCH
SENIOR FINANCIAL PLANNER
Jake Williams oversees the financial planning and investment management strategies of the firm while also serving clients along their financial journey. Jake has been with Helmstar for over five years. He began his career in the aerospace industry, where he was selected to participate in a leadership development program. Although he enjoyed his work and was on a great career path, his heart wasn’t fully in it.
After six years, he quit his position to enroll in Texas Tech University’s Doctoral program in Financial Planning. He taught undergraduate financial planning classes and immersed himself deeply in academic research. Jake has always been focused on how research applies to individuals and how the knowledge gained from research can be used to help them. Joining the Helmstar team offered a great opportunity to both use his academic knowledge and work directly with people. He maintains involvement in the academic field by teaching the Financial Planning course at Boise State University.
Jake is married to his wonderful wife, Melanie. They have four girls and one boy. They enjoy being in the outdoors whenever possible. All the various activities in which his kids are involved in keep their family very busy!
One of Jake’s core beliefs is that no one is destined to failure — he wants to help others both see and reach their full potential. He believes that life is too short to take the path of least resistance and live beneath the privileges one has been given.
Jake loves solving problems and helping others. His relationship with Helmstar’s many wonderful clients brings him joy and motivates him to provide the best service possible. He also feels blessed to work alongside bright and genuinely caring colleagues.Read more
Certified Financial Planner (CFP)™
Doctor of Philosophy (Ph.D.) – Texas Tech University
Financial Planning (a combination of Wealth Management, Behavioral Finance, and Economics) Dissertation focused on Retirement Income
Masters of Business Administration – Texas Tech University
Bachelors of Science – Brigham Young University-Idaho
Current Member of the Financial Planning Association (FPA) Idaho Chapter
Desiree CLIENT SERVICES
Desiree Trueba has been with the ﬁrm for 7 years and does a little bit of everything. Desiree completed her B.A. at Oregon State University in Political Science, where she graduated summa cum laude; she has worked at Helmstar ever since. She is a licensed investment advisory representative, allowing her to ﬁll in on the planning team when necessary, and she assists the Client Services team as needed, leading on tasks related to client support.
Desiree is also the Chief Compliance Oﬃcer for the ﬁrm. She manages all aspects of compliance policies and procedures, striving for excellence and transparency in a highly regulated industry. In her free time, she enjoys the peaceful quiet of the McCall mountains in both summer and winter. She is a voracious reader, and often reads multiple books concurrently. She is also a committed and engaged mom who participates in every opportunity she gets to spend time with her 4 children. Desiree values her time at Helmstar for the interactions it provides with the community and with her coworkers. She is a people person who thrives on human connectedness. Additionally, she believes in Helmstar’s mission and receives fulfillment from improving the financial well-being of their clients.Read more
Bachelor of Arts Degree in Political Science – Oregon State University Summa Cum Laude
Licensed Investment Advisory Representative
Lacy CLIENT SERVICES
Lacy Huckins has a natural gift for connecting with people and is committed to providing Helmstar’s clients with the highest level of service. Lacy manages all manner of client interactions, and as a licensed insurance agent, aids with insurance policy needs. Lacy handles the many minute details of client accounts, marketing, and client events.
Lacy graduated from the University of Nevada, Las Vegas with a B.S. in Business Management, where she obtained years of valuable hospitality and event management experience before beginning her journey to Boise in 2021. Lacy, her fiancé Zach, and their cat Missy have all enjoyed their recent move to Idaho. During the winter, you may catch her skiing at Bogus Basin or searching for new restaurants in town. Exploring the world with her fiancé and cooking up new recipes are what she enjoys the most.
Lacy finds true fulfillment in developing deep connections with clients and strongly believes in the power of empathy and active listening. Lacy is inspired every day by getting to know and help the wonderful clients of Helmstar.Read more
Bachelor of Science Degree in Business Management – University of Nevada, Las Vegas
Sharon CLIENT SERVICES
Sharon Weis is the newest member of the Helmstar team. She is excited to connect with the firm’s clients, welcoming them when they visit the office and assisting them with customer service needs as they arise.
Sharon graduated with a BA in History from Bryan Mawr and has spent the bulk of her career focused on marketing and brand development. She has worked with both established non-profit organizations and emerging small businesses, helping with everything from grant writing to event planning. She brings enthusiasm and positivity to everything that she does, inside and outside of the office. She enjoys cooking with her husband and reading books, especially biographies and mysteries.Read more
Bachelor of Arts Degree in History – Bryan Mawr
Rob Flagler assists with building robust financial plans and ensuring the quality and efficiency of operations within the company.
While new to Helmstar, Rob has lived in the Treasure Valley for over a decade; he moved here in 2011 to attend Boise State University, where he earned a B.A. in History. Once geared toward becoming a history teacher, Rob discovered an immediate passion for financial planning and technology when he started his first job in the industry 8 years ago.
Rob holds his Series 65 License and is entering training to achieve the CFP designation. He is an Eagle Scout, an active member of the Boise Young Professionals, and participates within the Idaho Historical Society.
Rob spends as much free time as possible in Idaho’s great outdoors. His favorite activities are hiking in the Sawtooth Mountains, skiing on Bogus Basin, walking his dog Ginger, and relaxing with his wife Alexa.
Rob takes enormous pride in his work and strives to create a client experience that empowers Helmstar's clients to have peace of mind, no matter the market cycle.
His favorite author is Mark Twain, who said, "if you tell the truth, you don't have to remember anything."Read more
Bachelor of Arts Degree in History – Boise State University
Licensed Investment Advisory Representative