Mark T. Hebner
President
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Mark Hebner is the
founder and President of Index Funds Advisors, Inc., author of
the ifa.com and indexfunds.com web sites, and the book, Index
Funds: The 12-Step Program for Active Investors. He has been
nominated as the author of one of the three all-time greatest investment
books, along with Warren Buffett and John Bogle. He is a frequent
lecturer and has attended over thirty investment conferences and
is considered the leading internet provider of information on index
funds and especially information on Dimensional Funds Advisors
mutual funds and portfolios of the research indexes used by DFA.
He is an Investment Advisor Representative (Series 7 and 65) and
has a Masters in Business Administration from the University of
California at Irvine and a Bachelor of Science in Pharmacy from
the University of New Mexico with a specialization in Nuclear Pharmacy.
Mr. Hebner was a member of the Young Presidents' Organization for
over 20 years and is currently a member of the Worlds' President
Organization and the Chief Executives Organization.
From 1975 to 1985, Mark was President, CEO and co-founder of Syncor
International (previously a public company - SCOR). In Jan. 2003,
Syncor was acquired by Cardinal Health for approximately $850 million.
As a Cardinal
Health division, Syncor is the world's leading provider of nuclear
pharmacy services. Through an integrated network of over 150 nuclear
pharmacies, Syncor compounds, dispenses and distributes patient-specific,
unit-dose radiopharmaceuticals to more than 7,000 hospitals and outpatient
clinics. Through his experience at Syncor, Mr. Hebner gained
insight as to how public companies operate, raise capital, and promote
their securities.
Mr. Hebner has been the Chairman of two Global Financial Seminars,
is a respected speaker and is a frequent attendee of investment conferences
so that he can keep up with the latest research for his books and
web site. He has met and learned from some of the brightest minds
in the business. He has attended lectures by William Sharpe, Paul
Samuelson, John Bogle, Warren Buffett, Eugene Fama, Sr. and Jr.,
Kenneth French, Rex Sinquefield, Roger Ibbottson, David Booth, Burton
Malkiel, Jeremy Siegel, Terrance Odean, Brad Barber, Robert Arnott,
Campbell Harvey, William Bernstein, Larry Swedroe, Paul Merriman,
Michael Mauboussin, James
Surowiecki, Daniel Solin, Sunil Wahal, James L. Davis, Weston
Wellington and many more. |
Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email:mark@ifa.com |
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Dan Solin
Senior Vice President
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Dan Solin is a graduate of Johns Hopkins
University and the University of Pennsylvania Law School. He is the
author of the best selling book, “The
Smartest Investment Book You’ll Ever Read”. He is
also the author of “Does
Your Broker Owe You Money?”. His new book, “The Smartest
401k Book You’ll Ever Read” will be published in July,
2008. Additionally, Dan is the financial columnist for The Huffington
Post.
Dan has appeared on CBS’s The Early Show, Fox
Television’s The O’Reilly Factor and Fox
and Friends, MSNBC’s Weekend Economic Review,
CNN’s Money, and Bloomberg Television. Dan is
a frequent speaker on investment-related topics and presents
before large corporate audiences and topic-oriented interest
groups. He has testified
before a congressional subcommittee investigating the fairness
of the mandatory arbitration system imposed on all investors
by the securities industry.
Dan is a Senior Vice President for Index Funds Advisors (IFA).
Dan is a Registered Investment Advisor Representative (Series 65),
and he resides in Bonita Springs, Florida. |
Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-877-202-2933
Local: 239-949-1606
Fax: 239-236-1381
Email:dan@ifa.com |
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Gordon Shuler
Investment Advisor Representative |
Gordon Shuler has been
an investment services professional for over 10 years and is an
Investment Advisor Representative (Series 65). He has completed
two Dimensional Fund Advisors Conferences for Investment Advisors
and is an expert in Index Funds investing.
He has presented a variety of investment topics to hundreds of seminar
attendees and has periodically provided commentary and interviews
on local radio stations. Previously in the computer industry for
25 years, his experience provides a solid background for the highly
technical investment methodology offered by IFA.
He was previously employed at large high technology
firms including General Electric Co. and Hewlett-Packard, as
well as several small start-up firms in the high technology area
of computer-aided engineering.
He has a B.S. Degree in Production Management
from the California State University, Long Beach, with a specialization
in Operations Research & Statistics.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: gordon@ifa.com |
Dave Mertz
J.D., CFP®
Investment Advisor Representative |
Dave Mertz is an attorney licensed
in Arizona and a Certified Financial Planner.
He has published over fifty articles on insurance, savings,
and investing.
He has served on the faculty at The University of California at
San Diego, Extension Education Department of Business and Management
where he has taught ‘Risk Management’ and ‘Managing
Your Money’.
He has consulted for the City of San Diego Retirement System,
has been a designated expert witness on insurance in civil court
and consulted on securities regulatory matters for investment advisers.
He has been offering financial advice to clients since 1983.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: dave@ifa.com |
Brendan Connelly
Investment Advisor Representative |
Brendan's varied financial services
industry experience began in 1989 as Wall Street District Manager
for Dale Carnegie & Assoc., Inc. He now manages our Midwest
regional office in
Madison, Wisconsin.
At Allen Capital Markets he helped initiate the effort to create
a secondary market for private equity through Offroad Capital and
the NYPPe. With Green Cay Asset Management, a hedge fund headed
by a Sir John Templeton protégé, he led business
development functions. He also served as an advisor with estate
planning firm Legacy Financial, specializing in small to medium-sized
business owners. This direct experience with the folly of active
money management led to his conviction in risk quantification through
globally diversified index funds as key to proper investment strategy.
Brendan lives in Madison with his wife and four children, three
of which were adopted in 2008. He received a B.A. from Connecticut
State University and today is an avid triathlete, sailor and
advocate for worthy
causes.
Carla Free is the Portfolio Administrator in the Madison office.
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Madison
Regional Representative Branch Office
2918 Marketplace Drive,
Suite 111
Madison, WI 53719-5328
Toll Free: 1-877-373-9934
Local Phone: 608-227-6000
Fax: 608-268-7733
Cell : 608-239-6211
Email: brendan@ifa.com |
Denise Delaney
CFP®
Investment Advisor Representative |
Denise Delaney has been a Certified
Financial Planner® since 1992 and has served in the financial
services industry since 1988. As an Investment Advisor Representative
with IFA, she has brought a Private Client value added strategy
to this fast growing internet based advisory firm. Denise specializes
in serving high net worth investors. She enjoys the challenges
and works to create investment solutions for the often complex
situations that high net worth investors must consider as they
make investment decisions to optimize the benefits of estate planning
and tax planning while achieving market returns. Denise’s
experience in dealing with these issues has given her the ability
to navigate through the overall process to create well thought
out investment solutions tailored to each individual’s specific
and unique circumstances. She strives to create lifelong
relationships with her clients and their families.
Her strategy is to understand every client’s financial
goals and objectives which can change over time. Denise’s
comprehensive knowledge of the overall financial planning process
coupled with the strategic alliances she shares with other professionals,
such as CPA’s, Estate Planning Attorneys, and Third Party
Administrators of retirement plans, increases the confidence
and trust of investors that need advice on issues that pertain
to their financial decisions.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
direct: 949-502-0057
cell: 626-506-6066
Email: denise@ifa.com |
Becky Vasquez
CFP®
Investment Advisor Representative |
Becky Vasquez has over 20 years of
experience in the financial services industry advising high net
worth clients, foundations and pension plans. Becky is a
Certified Financial Planner (CFP) and an Investment Advisor Representative
(Series 65).
Becky’s vast financial expertise includes investment advice,
retirement planning, real estate investing, and mortgage lending.
Becky enjoys assisting her clients in establishing sound financial
plans through carefully selected global index portfolios. She
realizes that client communication and service are critical in
achieving long-term investment success.
Becky lives in Huntington Beach with her husband and their
two children. She volunteers in her community and at her
children’s schools.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
cell: 949-300-2267
Email: becky@ifa.com |
Brad
von Grote
Investment Advisor Representative |
Brad has been in the
investment industry since 1999 and as a traditional stock broker
/ Investment Advisor Representative since 2002. Brad started with
American Express Financial Advisors; then as the owner of VON GROTE
Financial & Insurances services in Huntington Beach has extensive
experience with all forms of stock market investing and advanced
financial planning.
“I have traded everything from pork bellies
to bonds. I do not wish my roller-coaster ride with futures trading
on anybody. The reason I have become a part of Index Funds Advisors
is, I have seen first hand the wrong way to invest in the stock
market then the right way, which is index investing long term.
Nobody provides as much education to the consumer as we do, because
they do not have the statistics to back them up”
Brad is married with two teenage boys, living
in Huntington Beach, CA.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: brad@ifa.com |
David Porter
Investment Advisor Representative |
David Porter is an
Investment Advisor Representative (Series 65) and has a Masters
in Business Administration from the University of Redlands and
a Bachelor of Business Administration from Western Michigan University
with a specialization in Security Analysis and Portfolio Management. David’s
background includes serving as President of two $100 million companies
for Hub Group, Inc. He has also served in various capacities
in logistics, real estate, banking, and as a business owner.
David has a passion for sharing the benefits
of the scientific method of investing through the use of portfolios
of globally diversified index funds. His objective is to
fully understand each client’s goals and risk tolerance
and to fully explain risk and return characteristics in order
to arrive at an optimum plan for each client’s specific
circumstance. His goal is to provide incomparable communication,
follow-up, and service.
David is married with three boys and is active
with his boys’ school, sporting, and Scouting activities
and enjoys time with his family and friends in the mountains.
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Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: dporter@ifa.com |
Ted Fischer
Investment Advisor Representative |
Ted Fischer manages IFA’s Westlake
Village, California office. With more than 17 years of experience,
Ted advises clients regarding risk-appropriate investments for
long-term wealth management. Prior to joining IFA, Ted assisted
private clients in the formation of financial strategies to maximize
their investments. Additionally, he served as a Senior Investment
Consultant and a Life/Health agent for both Charles Schwab and
Wells Fargo Securities.
Ted has particular expertise in retirement planning, estate
planning and investment analysis. He is devoted to learning the
unique needs of each client and providing them with an individualized
investment plan to achieve their personal goals.
Ted graduated from San Diego State University with a Bachelor
of Science in Marketing, with a minor in Finance. Ted is an Investment
Advisor Representative with a Series 65 license.
Ted is an avid sports enthusiast who enjoys mountain biking, snow
skiing, coaching soccer, and spending time with his family. He
lives in Newbury Park with his wife and two daughters. |
Westlake
Village Branch Office
920 Hampshire Road
Suite A9
Westlake Village, CA 91361
Toll Free: 1-866-502-1737
Local Phone: 805-494-1737
Email: ted@ifa.com |
Ben Brinkerhoff
AIF®
Investment Advisor Representative/
Assistant to President |
Ben Brinkerhoff, Assistant to the President
and Investment Advisor Representative, began his career as a quantitative
and economic consultant for Fortune 500 firms, most recently for
the Qatar Economic Zones in the Middle East. It was Ben’s
love of economics and statistics that attracted him to IFA.
Ben excels at helping clients from all backgrounds understand
the key concepts embodied in IFA’s investing approach.
His primary goal is to provide clients with the most appropriate
financial plan while ensuring they enjoy a carefree and positive
investing experience.
Ben received B.A. degrees in both Economics and History from the
University of California at San Diego. He became an Accredited
Investment Fiduciary AIF® in 2008 in order to continue and
expand the pattern of fiduciary excellence offered by IFA and requested
by today’s investment committees. Ben is active in his community
and enjoys sports and his family. He lives in Tustin, California
with his wife Elissa and their son Ari. |
Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: ben@ifa.com |
Mary Brunson
Investment Advisor Representative/
Director of Marketing |
Mary Brunson is the Director of Marketing
and an Investment Advisor Representative for Index Funds Advisors.
A former marketing writer/consultant to financial services providers,
Mary learned firsthand the significant advantages of passive investing
and shares the company’s high level of commitment to educate
all investors on the Science of Investing.
As a marketing professional with more than 10 years of experience,
Mary specializes in business to business referral relationships
and individual investor education. Specifically, Mary seeks to
assist corporations, foundations and individuals to implement
risk-appropriate and passively managed index portfolios that
will significantly enhance their long-term outlooks and their
peace of mind.
Mary earned her B.A. from the University of California, Irvine.
She lives in Irvine with her husband John and their four children. |
Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: mary@ifa.com |
Matt Cooper
Investment Advisor Representative/
Marketing Specialist |
Matt Cooper is a Marketing Specialist
and Investment Advisor Representative. His goal is to educate clients
to help them make the best decisions for their investments. Matt
is a firm believer in the important roles that education and understanding
play in the longevity and consistency of the investment plan and
the comfort level of the investor.
Prior to joining IFA, Matt worked as a research analyst for
the Georgetown Endowment Fund where he developed a clear understanding
of institutional investing. Through this experience, Matt plans
to further advance IFA’s foundations and endowments division.
Matt is a graduate of the McDonough School of Business at Georgetown
University. He earned a B.S. in Finance, and a minor in Theology.
An avid sports fan and accomplished athlete, Matt played the positions
of tightend and fullback for four years on the Georgetown football
team. |
Corporate
Office
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612
Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048
Email: matt@ifa.com |
Brent DeVore
Investment Advisor Representative |
As the regional manager for IFA’s
San Diego, California office, Brent possesses more than 14 years
of experience in the financial services industry. Brent has specific
expertise in business development and exemplary client service.
Prior to managing more than 100 investor client relationships for
a financial services provider, Brent worked for Charles Schwab’s
Private Client and Signature Advice division where he focused on
the Schwab Advisor Network. A former U.S. Marine, Brent’s
discipline and determination led him to earn the Accredited Asset
Management Specialist (AAMS) designation from the College for Financial
Planning. |
San
Diego Regional Reprresentative
1260 San Elijo Rd. N
San Marcos, CA 92078
Toll Free: 1-888-643-3133
Local Phone: 760-798-9815
Cell: 760-525-4472
Fax: 760-454-1641
Email: brent@ifa.com |
Edward A. Fitzpatrick
Investment Advisor Representative |
Ted brings more than 20 years of professional
and financial industry experience to IFA. He incorporates his experience
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