IFA Management


Cindy Mason
Chief Financial Officer

Anne Page
Director of Client Services

Michelle Ojeda
Co-Chief Compliance Officer

Trevor Kensey
Co-Chief Compliance Officer

Shareen Balkey
Director of Retirement Services



Chief Financial Officer

Director of Client Services

Co-Chief Compliance Officer

Co-Chief Compliance Officer

Director of Retirement Services

about your investments. We help thousands of people a year and are ready to help you.
Get Startedthe first step to deciding which portfolio will generate optimal returns for you.
Get Started