The Helmstar Group Employee Directory

The Helmstar Group corporate office is located in 250 S 5th St Ste 600, Boise, Idaho, 83702, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Marketing

Legal

C-Suite

Key Employees of The Helmstar Group

DT
Desiree Trueba
Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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The Helmstar Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from The Helmstar Group

Hundreds of professionals searching for The Helmstar Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KA
Kimberley Argo
Email Direct
Marketing
United States , Idaho , Boise

JP
Joseph Piscione
Email Direct
Partner - Cfp, Certified Financial Planner
United States , Idaho , Boise

DT
Desiree Trueba
Email Direct
Chief Compliance Officer
United States , Idaho , Boise

BA
Briggs Andreasen
Email Direct
Financial Planner
United States , Idaho , Boise

KW
Katy Weyand
Email Direct
Director, Operations
United States , Idaho , Boise

TS
Thomas Steelman
Email Direct
Founding Principal
United States , Idaho , Boise

JW
Jacob Williams
Email Direct
Director, Planning & Senior Research Financial Planner
United States , Idaho , Boise

RS
Robb Schober
Email Direct
Senior Financial Planner
United States , Idaho , Boise

JM
Jim Madarieta
Email Direct
Senior Financial Planner & Tax Specialist
United States , Idaho , Boise

AP
Aaron Piscione
Email Direct
Financial Planner
United States , Idaho , Boise

BF
Bob Flagler
Email Direct
Financial Planner
United States , Idaho , Boise

PH
Patti Hyde
Email Direct
Client Services
United States , Idaho , Boise

Former Employees at The Helmstar Group

Explore people who held key positions, contributed to The Helmstar Group's success, and advanced their careers.

Lacy Beattie

Claims Examiner Ll at Idaho State Insurance ...

Worked as Client Services

at The Helmstar Group (2021-2023)

Direct

Abigail Adams

Workplace Planning Con... at Fidelity

Worked as Junior Financial Planner

at The Helmstar Group

Direct

Robert Flagler

Financial Associate & ... at Group W

Worked as Financial Planner

at The Helmstar Group (2023-2025)

Direct

Mask Content

Firm Administrator at BA Harris

Worked as Paraplanner

at The Helmstar Group (2024-2025)

Direct

Mask Content

Accounting Administrat... at Pacific Ag

Worked as Client Services

at The Helmstar Group (2023-2023)

Direct

Mask Content

Medical Assistant at Ada Dermatology

Worked as Director, Client Services

at The Helmstar Group (2017-2018)

Direct

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Frequently Asked Questions Regarding The Helmstar Group Employees

How many employees does The Helmstar Group have?

The Helmstar Group has 1-10 employees

Who are The Helmstar Group key employees?

Some of The Helmstar Group key employees are Desiree Trueba

Where is The Helmstar Group located?

The Helmstar Group’s headquarters are located at 250 S 5th St Ste 600, Boise, Idaho, 83702, United States

How do I contact The Helmstar Group?

The Helmstar Group Contact Info: Phone number: (208) 429-0800 Website: www.helmstargroup.com

What does The Helmstar Group do?

Helmstar is a financial planning firm based in Boise that focuses on helping clients achieve their personal financial goals, whether that be a comfortable retirement or creating a lasting legacy. The company emphasizes a fiduciary approach, ensuring that all advice and recommendations are made in the best interest of the client. With a team of cert... Read More

Is The Helmstar Group a public company?

The Helmstar Group is private company therefore does not currently have an official ticker symbol

See more information about The Helmstar Group Employees