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Our Team


Jerry Beto

Jerry Beto

Senior Vice President - Investments
Managing Principal


Jerry is dedicated to helping his clients work toward their financial objectives. He puts the needs of his clients first by working to ensure...

Brian Randolph

Brian Randolph

Senior Financial Advisor
Partner


Brian is dedicated to offering you trusted advice and exceptional service as he helps you build, maintain, and manage your assets...

Brad Wilfong

Brad Wilfong

Registered Associate


Brad is devoted to understanding the needs and goals of clients as unique individuals. He provides targeted, comprehensive financial...

Jim Donoval

Jim Donoval

Vice President


Jim Donoval focuses on introducing BR Wealth Management and its exceptional client services to potential clients and other professionals...

Kathleen Hatch

Kathleen Hatch

Registered Senior Administrative Assistant


Kathleen began her career in the securities industry in 1997, in Salem, Oregon. She started at Dain Bosworth, which became...

Dan Corona

Dan Corona

Client Associate


Daniel is a recent graduate holding a dual major in Finance and Accounting from Boise State University. His interest in finance started when...

Hailey Duncan

Hailey Duncan

Client Service Assistant


Hailey is an Idaho Native, born and raised in the Treasure Valley. She graduated from Boise State University in 2018 with a dual major in...

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Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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