Senior Financial Planner
Brandee is a key player in the Helmstar Group’s collaborative, service-oriented culture by providing in-depth planning and analysis support to our Lead Advisors. With over 18 years of experience in the financial services industry, Brandee is a great asset to our team and clients.
Brandee and her husband Erik enjoy the recreational opportunities that come with living in Boise. Most weekends you will find them somewhere in the foothills. Once an avid runner, Brandee still participates in the occasional half marathon or marathon. Erik’s passion for cooking conveniently complements Brandee’s appreciation of food. Together they both enjoy exploring the wealth of great restaurants found locally.
- Certified Financial Planner®
- Series 66
- Bachelor of Science in History and Social Science – Boise State University