WHO WE ARE
Our Team

Rusty Schatz, CWS
Senior Vice President, Financial Advisor, Portfolio Manager
Email Address
[email protected]Phone Number
(208) 883-5396"Failing to plan is planning to fail."
—Benjamin Franklin
Rusty understands that his clients have worked hard for their money. He is committed to helping them make goal-oriented decisions concerning their investments — now, and in the future.
“I treat clients the way I would expect to be treated.”
Raised on a ranch in Wyoming, he developed a passion for hard work and the satisfaction that comes from helping others. He earned his bachelor's degree in business management from the University of Idaho graduating Suma Cum Laude in 2002, then gained experience in the general business field for several years before joining D.A. Davidson in 2008. He holds certifications as a Certified Wealth Strategist and a Portfolio Manager. He is involved in his local Lions Club as well as supporting several other charitable organizations both locally and nationally and feels passionate about giving back to my community.
He considers his biggest accomplishment being a husband and father raising with his wife Annie four girls and one boy. He enjoys most outdoor activities, including hiking, camping, horseback riding, and spending time on his family ranch.
Certificates
CWS

Kirsten Helbling, CRPC
Associate Financial Advisor
Email Address
[email protected]Phone Number
(208) 883-5396"Look closely at the present you are constructing. It should look like the future you are dreaming."
—Alice Walker
The big picture can seem overwhelming, but it doesn't have to be. Kirsten Helbling is committed to serving clients through all of life's key moments. From setting up college saving accounts for a new child to helping families navigate through the estate process, Kirsten is here to serve and help simplify the complex life changes. Being a certified Chartered Retirement Planning Counselor, Kirsten is passionate about helping guide clients through specialized estate objectives and retirement strategies while navigating the unique financial and emotional aspects of financial planning during the retirement process. With a background in customer service, management, and motherhood, Kirsten has worn many hats that have created a well-rounded perspective.
When away from the office, Kirsten is busy chasing around her four children with her husband, Phil. Evenings are filled with every kid's sporting event imaginable, and weekends are packed with family time and exploring Idaho.
Certificates
CRPC