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!

David Brasfield

Managing Director

Aaron Brasfield

Director, Client Service

Jordie Czapinski

CCO & Controller

Darren A. Evans

Director, Institutional Client Solutions

Frank Gesuale

Wealth Adviser

Faranak Gott

Faranak Gott

Senior Manager, Client Service

Andrew Grant

Director, Portfolio Management

Wendy Hawkins

Wendy Hawkins

Executive Operations Administrator

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

Darcy Wadsworth

Wealth Adviser

(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (305) 853-5899
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083