Our Team of Experts

From Carlsbad, CA to Murrieta, CA to Scottsdale, AZ to Big Pine Key, FL to Fort Worth, TX to La Jolla, CA—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. Here we are A to Z!

David Brasfield

David Brasfield

Managing Director

Aaron Brasfield

Aaron Brasfield

Director, Client Service

Jordie Czapinski

Jordie Czapinski

CCO & Controller

Darren Evans

Darren A. Evans

Director, Institutional Client Solutions

Frank Gesuale

Frank Gesuale

Wealth Adviser

Faranak Gott

Faranak Gott

Senior Manager, Client Service

Andrew Grant

Andrew Grant

Director, Portfolio Management

Alex Klingensmith

Alex Klingensmith

COO & Wealth Adviser

Jason Labrum

Jason Labrum

Founder & President

Rick Labrum

Rick Labrum

Founder & Director, Wealth Management

Shanda Mansperger

Shanda Mansperger

Director, Client Services

Cari Leamy

Cari Leamy

Wealth Adviser, Retirement Planning Specialist

Bonnie Meseley

Bonnie Moseley

Wealth Adviser

Jennifer Novak

Jennifer Novak

Office Manager

Thomas Ohanesian

Thomas Ohanesian

Wealth Adviser

Rob Paterson

Rob Paterson

Wealth Adviser

Jim Pupillo

Jim Pupillo

Founder & Managing Director

Darcy Wadsworth

Darcy Wadsworth

Wealth Adviser