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
Partner | CFO
Thomas Ohanesian
Partner | Senior Wealth Adviser
Rick Labrum
Director, Wealth Management
Darcy Wadsworth
Partner | Senior Wealth Adviser
Bow Wheeler
Partner | Director of Retirement Plan Consulting
David Reyes
Partner | Director of Financial Planning
Rob Paterson
Wealth Adviser
Derek Long
Wealth Adviser
Nolan Martin
Associate Wealth Adviser
Shanda Mansperger
Associate Partner | Client Service Director
Olga Ilchenko
Client Service Manager
Bree Partow
Client Service Manager
Ashley Olson
Client Service Associate
Desiree Vargas
Tax Manager
Rhiannon Johnson
Tax Administrator
Brian Peterson
Retirement Plan Consultant
Marija Petrovic
Retirement Plan Specialist
Kristi Boazman
Marketing Manager
Andrew Guaragno
Investment Analyst/Trader
Alison Labrum
Marketing Coordinator
Deb Merten
Receptionist
Clayton Willits
CPA