Client Service Specialists

Anne Page, CEP®
Director of Client Services
Supports Mark Hebner
Direct: 949-428-0438
Gouri Misra
Senior Client Service Specialist
Supports Venkat Yarlagadda, Mary Brunson, Neal Rutter
Direct: 949-428-0451
Rochelle Jornacion
Senior Client Service Specialist
Supports Denise Delaney, Wes Long, Dee Nguyen, Jeff Sparling
Direct: 949-428-0450
Adriana Ise
Senior Client Service Specialist
Supports Mark Higgins, Nick Piccarreta, James Ellis, Brett Stehl
Direct: 949-428-0444
Jeff Sims, CFP®
Senior Client Service Specialist
Supports Daniel Chong, Kerrie Lloyd, Gordon Shuler, Network Members
Direct: 949-428-0458
Elizabeth Brunson
Associate Wealth Advisor
Direct: Toll Free: 888-815-5025|Local: 949-989-2502
Dawnielle Hall
Client Service Specialist
Supports Mark Hebner, Derick Kann
Direct: 949-428-0456
Aesha Patel
Client Service Associate
Direct: 949-989-2505

Important disclosures

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

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Anne Page, CEP®

Gouri Misra

Rochelle Jornacion

Adriana Ise

Jeff Sims, CFP®

Elizabeth Brunson

Dawnielle Hall

Aesha Patel

Important disclosures

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