IDA is an idea to serve, but it’s really a reflection of the professionalism and commitment of our entire expert team. Here we are, A to Z!
Kristi Boazman
Marketing Manager
Eva Budnik
Senior Tax Manager
Jordie Czapinski
Partner | CCO & COO
Faranak Gott
Associate Wealth Adviser
Andrew Guaragno
Investment Analyst/Trader
Olga Ilchenko
Client Service Manager
Alex Klingensmith
Partner | President
Alison Labrum
Marketing Coordinator
Jason Labrum
Founder | CEO
Rick Labrum
Director, Wealth Management
Derek Long
Wealth Adviser
Shanda Mansperger
Client Service Director
Nolan Martin
Wealth & Tax Planner
Lilith Martirosyan
Tax Specialist
Deb Merten
Receptionist
Bonnie Moseley
Senior Wealth Adviser
Thomas Ohanesian
Partner | Senior Wealth Adviser
Ashley Olson
Client Service Associate
Rob Paterson
Wealth Adviser
Brian Peterson
Retirement Plan Consultant
Danielle Ramirez
Client Service Manager
David Reyes
Wealth Adviser & Financial Planning Director
Taj Sherman
Client Service Associate
Kristin Skevington
CFO
Darcy Wadsworth
Partner | Senior Wealth Adviser
Bow Wheeler
Director, Retirement Plan Consulting
Clayton Willits
CPA