★ Executive Leadership — The partners who set firm strategy and are accountable for every client relationship
Jason Labrum
CFP® · AIF®
Founder | CEO
Alex Klingensmith
CFP®
Partner | President
Jordie Czapinski
Partner | CCO & COO
Kristin Skevington
CPA
Partner | CFO
◆ Wealth Management & Financial Planning — Your primary relationship advisers
Wealth Management & Financial Planning
Your primary relationship advisers guiding investments, strategy & planning. Reach us for financial decisions, plan updates & life events.
DAVID
CFP® · EA · AIF®
Partner, Dir. Financial Planning
DARCY
CFP®
Partner, Sr. Wealth Adviser
THOMAS
CFP®
Partner, Sr. Wealth Adviser
RICK
Director, Wealth Mgmt
NOLAN
CFP® · EA
Assoc. Wealth Adviser
STEVE
Assoc. Wealth Adviser
◆ Client Service — Your first point of contact for day-to-day account needs
Client Service
Your first point of contact for day-to-day account needs. Call us for servicing, money movement, scheduling & paperwork.
SHANDA
Partner | CS Director
BREE
Client Service Manager
ASHLEY
Client Service Associate
RHIANNON
Client Service Associate
◆ Portfolio Management & Operations — Research, execution & firm operations
Portfolio Management
Managing your portfolio with disciplined research & execution. Responsible for investment selection, trading & performance monitoring.
HUNTER
CFA® · CFP®
Chief Investment Officer
MADELINE
Trader / Analyst
Operations & Marketing
The team behind firm communications, financial reporting & operations. Keeping IDA running smoothly behind the scenes.
KRISTIN
CPA
Partner | CFO
◆ Specialized Support Teams — Expert resources working behind the scenes for you
Retirement Plans
Specialized consulting for employer-sponsored retirement plans. Plan design, investment menus & employee education.
BOW
Partner, Dir. Retirement Plans
BRIAN
Retirement Plan Consultant
MARIJA
Retirement Plan Specialist
Tax
Coordinated tax planning integrated directly with your financial plan. Handles preparation, filing & year-round tax strategy.
RHIANNON
Tax Administrator
