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Our Team


Jerry Beto

Jerry Beto

Senior Vice President - Investments
Partner


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

Managing Principal
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...

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...

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck