Our Team of Experts

IDA is an idea to serve, but it’s really a reflection of the professionalism and commitment of our entire expert team. Here were are A to Z!

Andrea Beltran

Executive Assistant

David Brasfield

Managing Director

Aaron Brasfield

Director, Client Service

Kent Colwell

Director, 401(k) Plan Sponsor Adviser

Jordie Czapinski

CCO & Controller

Darren A. Evans

Director, Institutional Client Solutions

Frank Gesaule

Wealth Adviser

Andrew Grant

Director, Portfolio Management

Alex Klingensmith

COO & Wealth Adviser

Jason Labrum

Founder & President

Rick Labrum

Founder & Director, Wealth Management

Shanda Mansperger

Director, Client Services

Bonnie Moseley

Wealth Adviser

Thomas Ohanesian

Wealth Adviser

Rob Paterson

Wealth Adviser

Jim Pupillo

Founder & Managing Director

Kim Surber

Wealth Adviser

Leslie Valant

Wealth Adviser

Darcy Wadsworth

Wealth Adviser

info@idawealth.com
(888) 401-2083

Carlsbad, CA • Murrieta, CA  •  La Jolla, CA  •  Scottsdale, AZ  •  Fort Worth, TX  •  Big Pine Key, FL

Disclosures