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DISCLOSURE

Intelligence Driven Advisers, LLC, (IDA) is an SEC registered Investment Adviser; however such registration does not imply a certain level of skill or training. The information contained on this website is general in nature and should not be construed as personalized investment, tax, or legal advice. Intelligence Driven Advisers has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Investments involve risk, including the possible loss of principal. Different types of investments carry varying levels of risk, and there can be no assurance that any strategy or investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and diversification do not guarantee performance or protect against loss. Past performance is not indicative of future results. Information provided reflects Intelligence Driven Advisers’ views as of certain time periods, such views are subject to change at any point without notice.

Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Intelligence Driven Advisers is not responsible for the consequences of any decisions or actions taken as a result of information provided in this article and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Intelligence Driven Advisers, LLC. When following links, you will leave the Intelligence Driven Advisers, LLC website.

IDA Tax is an affiliate of IDA that is recommended to clients for tax services. The information presented here does not represent specific tax or legal advice, any tax or legal questions should be addressed with a tax and/or legal adviser.

Not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.



 

www.IDAWealth.com
760-707-5555  ·  2792 Gateway Rd. Carlsbad, CA

Your IDA Team — Client Relationship Map

Page 1 of 2
Pursue Better™
★ Founder & CEO
jason
Jason Labrum
CFP® · AIF®
Founder | Chief Executive Officer
jason.labrum@idawealth.com
760-707-5550
Partner & President
alex
Alex Klingensmith
CFP®
Partner | President
alex.klingensmith@idawealth.com
760-707-5558
Partner | CCO & COO
jordie
Jordie Czapinski
Partner | CCO & COO
jordie.czapinski@idawealth.com
760-707-5559
Partner | CFO
kristin
Kristin Skevington
CPA
Partner | Chief Financial Officer
kristin.skevington@idawealth.com
760-707-5494
◆ Your Advisory & Service Teams — The specialists behind every aspect of your financial life
Wealth Management & Financial Planning
Your primary relationship advisers guiding investments, strategy & planning.
Reach us for financial decisions, plan updates & life events.
david
David Reyes
CFP® · EA · AIF®
Partner, Dir. Financial Planning
david.reyes@idawealth.com
760-707-5579
darcy
Darcy Wadsworth
CFP®
Partner, Sr. Wealth Adviser
darcy.wadsworth@idawealth.com
951-290-5023
thomas
Thomas Ohanesian
CFP®
Partner, Sr. Wealth Adviser
thomas.ohanesian@idawealth.com
760-707-5519
rick
Rick Labrum
Director, Wealth Mgmt
rick.labrum@idawealth.com
951-290-5021
derek
Derek Long
Wealth Adviser
derek.long@idawealth.com
951-290-5022
rob
Rob Paterson
CFP®
Wealth Adviser
rob.paterson@idawealth.com
760-707-5560
nolan
Nolan Martin
CFP® · EA
Assoc. Wealth Adviser
nolan.martin@idawealth.com
760-707-5509
steve
Steve Dougan
Assoc. Wealth Adviser
steve.dougan@idawealth.com
760-707-5491
Client Service
Your first point of contact for day-to-day account needs.
Call us for servicing, money movement, scheduling & paperwork.
shanda
Shanda Mansperger
Partner | CS Director
shanda.mansperger@idawealth.com
951-290-5024
bree
Bree Partow
Client Service Manager
bree.partow@idawealth.com
760-707-5492
ashley
Ashley Olson
Client Service Associate
ashley.olson@idawealth.com
760-707-5490
rhiannon
Rhiannon Johnson
Client Service Associate
rhiannon.johnson@idawealth.com
760-707-5497
Pursue Better™
We serve those who want clear, independent, and coordinated financial guidance.  |  Intelligence Driven Advisers, LLC  |  SEC Registered Investment Adviser
Page 1 of 2
www.IDAWealth.com
760-707-5555  ·  2792 Gateway Rd. Carlsbad, CA

Your IDA Team — Client Relationship Map

Page 2 of 2
Pursue Better™
◆ Specialized Support Teams — Expert resources working behind the scenes for you
Portfolio Management
Managing your portfolio with disciplined research & execution.
Responsible for investment selection, trading & performance monitoring.
hunter
Hunter Daniel
CFA® · CFP®
Chief Investment Officer
hunter.daniel@idawealth.com
760-707-5553
madeline
Madeline Reber
Trader / Analyst
madeline.reber@idawealth.com
760-707-5551
Retirement Plans
Specialized consulting for employer-sponsored retirement plans.
Plan design, investment menus & employee education.
bow
Bow Wheeler
Partner, Dir. Retirement Plans
bow.wheeler@idawealth.com
760-707-5562
brian
Brian Peterson
Retirement Plan Consultant
brian.peterson@idawealth.com
760-707-5563
marija
Marija Petrovic
Retirement Plan Specialist
marija.petrovic@idawealth.com
760-707-5499
Tax
Coordinated tax planning integrated directly with your financial plan.
Handles preparation, filing & year-round tax strategy.
desiree
Desiree Vargas
Tax Administrator
desiree.vargas@idawealth.com
760-707-5496
clayton
Clayton Willits
CPA
clayton.willits@idawealth.com
760-707-5506
rhiannon
Rhiannon Johnson
Tax Administrator
rhiannon.johnson@idawealth.com
760-707-5497
Operations & Marketing
The team behind firm communications, financial reporting & operations.
Keeping IDA running smoothly behind the scenes.
kristin
Kristin Skevington
CPA
Partner | CFO
kristin.skevington@idawealth.com
760-707-5494
alison
Alison Labrum
Marketing Coordinator
alison.labrum@idawealth.com
760-707-5577
deb
Deb Merten
Receptionist
deb.merten@idawealth.com
760-707-5505
Pursue Better™
We serve those who want clear, independent, and coordinated financial guidance.  |  Intelligence Driven Advisers, LLC  |  SEC Registered Investment Adviser
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