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Our Team of Experts

From Carlsbad, CA to Murrieta, CA to Scottsdale, AZ 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

Director, Wealth Adviser

Aaron Brasfield

Aaron Brasfield

Director, Client Service

Jordie Czapinski

Jordie Czapinski

COO & CCO

Brooklyn Dougherty

Brooklyn Dougherty

Client Service Associate

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

Darcy Wadsworth

Ryan Hays

Client Service Associate & Paraplanner

Alex Klingensmith

Alex Klingensmith, CFP®

President

Jason Labrum

Jason Labrum, CFP®

Founder & CEO

Rick Labrum

Rick Labrum

Director, Wealth Adviser

Shanda Mansperger

Shanda Mansperger

Director of Client Services

Bonnie Meseley

Bonnie Moseley, CFP®

Wealth Adviser

Jennifer Novak

Jennifer Novak

Director of Operations

Thomas Ohanesian

Thomas Ohanesian

Wealth Adviser

Rob Paterson

Rob Paterson

Wealth Adviser

Jim Pupillo

Jim Pupillo

Director, Wealth Adviser

Darcy Wadsworth

Darcy Wadsworth, CFP®

Wealth Adviser

bow wheeler

Bow Wheeler

Director of Retirement Plan Services