IDA is an idea to serve, but it’s really a reflection of the professionalism and commitment of our entire expert team.

Jason Labrum
Founder | CEO
Alex Klingensmith
Partner | President
Jordie Czapinski
Partner | CCO & COO
Kristin Skevington
CFO
Thomas Ohanesian
Partner | Senior Wealth Adviser
Rick Labrum
Director, Wealth Management
Darcy Wadsworth
Partner | Senior Wealth Adviser
Bonnie Moseley
Senior Wealth Adviser
David Reyes
Wealth Adviser & Financial Planning Director
Rob Paterson
Wealth Adviser
Derek Long
Wealth Adviser
Bow Wheeler
Director, Retirement Plan Consulting
Eva Budnik
Senior Tax Manager
Faranak Gott
Associate Wealth Adviser
Nolan Martin
Wealth & Tax Planner
Shanda Mansperger
Client Service Director
Olga Ilchenko
Client Service Manager
Danielle Ramirez
Client Service Manager
Brian Peterson
Retirement Plan Consultant
Kristi Boazman
Marketing Manager
Andrew Guaragno
Investment Analyst/Trader
Lilith Martirosyan
Tax Specialist
Ashley Olson
Client Service Associate
Taj Sherman
Client Service Associate
Alison Labrum
Marketing Coordinator
Deb Merten
Receptionist
Clayton Willits
CPA