Your Team of Experts

From Carlsbad to Murrieta, CA to Fort Worth, TX – we’re all focused on one thing: YOU.

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

Bonnie Moseley

Senior Wealth Adviser

David Reyes

Partner | Director of Financial Planning

Rob Paterson

Wealth Adviser

Derek Long

Wealth Adviser

Bow Wheeler

Partner | Director of Retirement Plan Consulting

Eva Budnik

Senior Tax Manager

Faranak Gott

Associate Wealth Adviser

Nolan Martin

Associate Wealth Adviser

Shanda Mansperger

Associate Partner | Client Service Director

Olga Ilchenko

Client Service Manager

Danielle Ramirez

Client Service Manager

Bree Partow

Client Service Manager

Brian Peterson

Retirement Plan Consultant