The IDA Blog

Today, IDA recognizes David Reyes, CFP, EA, AIF from our Carlsbad location, for his dedication and support to IDA and the IDA Clients. View more about David here. Contact an Adviser Today

IDA recognizes Ashley Olson from our Carlsbad location for her recent promotion to Client Service Associate. Her commitment to exceptional client service and attention to detail make her a fantastic fit for this position. We’re excited for all the great things she will bring to this role. View more about Ashley here. Contact an Adviser Today

IDA recognizes Nolan Martin, CFP, EA from our Carlsbad location for his recent promotion to Wealth & Tax Planner. With his dedication and expertise, Nolan has consistently provided insightful guidance and support to our clients. We can’t wait to see him continue to make a positive impact in this new role. View more about Nolan here. Contact an Adviser Today

Today, IDA recognizes Eva Budnik, CPA, from our Carlsbad location, for her dedication and support to IDA and the IDA Clients. View more about Eva here. Eva hosts The Weekly Dose, offering her expert tax advice. Watch the latest here. Contact an Adviser Today

Today, IDA recognizes the following teammate, Jennifer Novak, from our Carlsbad location, for her dedication and support to IDA and the IDA Clients Jennifer Novak - 5 Years! Contact an Adviser Today

Today, IDA recognizes the following teammate, from our Carlsbad location, for his dedication and support to IDA and the IDA Clients Rob Paterson - 7 Years! Contact an Adviser Today

Today, IDA recognizes the following teammate, Olga Ilchenko , from our Carlsbad location, for her dedication, leadership and support to IDA and the IDA Clients. Olga Ilchenko - 1 Year! Contact an Adviser Today

Today, IDA recognizes the following teammate, Bonnie Moseley , from our Fort Worth location, for her dedication, leadership and support to IDA and the IDA Clients. Bonnie Moseley - 9 Years! Contact an Adviser Today

Today, IDA recognizes the following teammate, Nolan Martin , from our Carlsbad location, for his dedication, leadership and support to IDA and the IDA Clients. Nolan Martin - 2 Years! Contact an Adviser Today

Today, IDA recognizes the following teammate, Derek Long , from our Carlsbad location, for his dedication, leadership and support to IDA and the IDA Clients. Derek Long - 1 Year! Contact an Adviser Today