About Our Team

Helping clients achieve their financial goals using traditional values, common sense, and good stewardship.

We help you simplify the demands of managing your money so that you can devote time to your business, your family, and the passions and causes you love most. We do this with our team of experienced Certified Public Accountants (CPAs) and Certified Financial Planners™ (CFP®s).

Bryan Hopkins, CPA, CFP®

FOUNDER & FINANCIAL PLANNER


Phone: (208) 510-6200
Fax: (208) 510-6200
Email: bhopkins@hopkinswealth.com


Bryan’s professional experience includes 30+ years’ experience in Personal Wealth Management and Public Accounting, advising business owners and high-net-worth individuals. Bryan helps individuals, small business owners, and couples with Income Tax Planning, Investment Planning, Estate Tax Planning, and Business Consulting.

Bryan earned his Bachelor of Arts degree at California State University at Fullerton, with a major in business administration and emphasis in accounting.

Credentials and licensing

  • Certified Public Accountant (CPA)
  • Certified Financial Planner™ (CFP®)
  • Registrations – Series 6, 7, 63 and 65
  • Life Health and Disability insurance license
  • Past President Active 20/30 Club International
  • Professor for a day California State University at Fullerton
  • Eagle Kiwanis Club President-elect
  • Newly appointed Grandfather

Shane Hopkins

FINANCIAL CONSULTANT


Phone: (208) 510-6200
Fax: (208) 510-6200
Email: shopkins@hopkinswealth.com


Shane brings great experience from larger financial institutions. He brings enthusiasm with a new fresh mind to the firm with up-to-date ideas on the best ways for Hopkins Wealth Management Group and it’s client’s to be as efficient as possible. Shane specializes in Business Consulting, Employee Retention, Succession Planning, Personal Wealth Management and Tax Planning.

Shane is an alumnus of Boise State University and enjoys wearing his blue and orange as a proud Bronco graduate with a Bachelor of Business Administration Finance Degree. In his free time, Shane enjoys being in the mountains, fishing, hunting, and spending time with friends and family.

Credentials and licensing

  • Licenses and Registrations: Series 6, 7, 63, 65, SIE
  • Life, Health, and Disability
  • Broncos of the Last Decade Alumni Committee

Mandy Morrison

DIRECTOR OF OPERATIONS


Phone: (208) 510-6200, ext. 102
Email: mmorrison@hopkinswealth.com


Mandy is the newest member of Hopkins Wealth Management Group as the Director of Operations. She has a strong track record of helping organizations create more efficient and accurate processes. Having worked extensively within the startup industry, Mandy is well versed in the unique dynamics and complexities that may arise with day-to-day operations and enjoys a good challenge.

Mandy is an Idaho native and attended Boise State University. She loves spending time in the Idaho outdoors with her husband and three children, from hiking in the mountains, paddleboarding in the lakes and rivers, to backyard gardening… anything to be outside enjoying the weather.

Melessa P. Hopkins

EVENT SPECIALIST


Phone: (208) 510-6200
Fax: (714) 602-2909
Email: info@hopkinswealth.com


Melessa oversees planning and implementing company and client events for the Hopkins Wealth Management Group. Melessa has a Bachelor of Science from Loma Linda University and extensive experience in meeting and event management.

Melessa enjoys people and always sees the best in every situation, which makes her a lot of fun to be around and great at the position she has with Hopkins Wealth Management Group. She also loves playing her role as a grandmother.

Melessa has been married to Bryan since August 1992 and enjoys working part time and raising her two boys, Austin and Shane. In her free time, Melessa enjoys traveling, exercising, reading, animals, and spending time with family and friends.

Buck Hopkins

CHIEF COMFORT ADVISOR


As the Chief Comforter Advisor, Buck enjoys greeting our visitors and assuring everyone feels warm and welcome. Most of his professional training was attained through his home schooling with Bryan and Melessa. Buck was born in Riggins, Idaho, and was adopted by Bryan and Melessa when he was 10 weeks old. In his free time, he enjoys playing ball and swimming.

Misty Hopkins

ASSOCIATE COMFORT ADVISOR


As the Associate Comfort Advisor Misty is still mastering the craft from Buck and she is still a bit excitable. Misty was born in Orange County, California, and was adopted by Bryan and Melessa when she was 10 weeks old. She enjoys a game of tug of war and swimming with Buck.

Schedule a Time to Meet the Team!

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