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!

Eva Budnik
Senior Tax Manager
Jordie Czapinski
Partner | CCO & COO
Faranak Gott
Associate Wealth Adviser
Ryan Hays
Associate Wealth Adviser
Olga Ilchenko
Client Service Manager
Monique Jaramillo
Associate Wealth Adviser
Alex Klingensmith
Partner | President
Alison Labrum
Marketing Coordinator
Jason Labrum
Founder | CEO
Rick Labrum
Director, Wealth Management
Derek Long
Associate Wealth Adviser
Shanda Mansperger
Client Service Director
Nolan Martin
Tax Specialist
Bonnie Moseley
Senior Wealth Adviser
Jennifer Novak
Client Service Director
Thomas Ohanesian
Partner | Senior Wealth Adviser
Ashley Olson
Office Administrator
Rob Paterson
Wealth Adviser
Brian Peterson
Retirement Plan Consultant
David Reyes
Wealth Adviser & Financial Planning Director
Kristin Skevington
Controller
Darcy Wadsworth
Partner | Senior Wealth Adviser
Bow Wheeler
Retirement Plan Services Director
Clayton Willits
CPA

Scottsdale

Aaron Brasfield
Director, Client Service
David Brasfield
Director, Wealth Adviser
Darren A. Evans
Director, Institutional Client Solutions
Frank Gesuale
Wealth Adviser
Kimberly Lewis
Executive Office Administrator
Jim Pupillo
Director, Wealth Adviser