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 Armacost

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 Gesuale

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

(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