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Client Services Specialists

Anne Page

Director of Client Services

Supports Mark Hebner

Direct: 949-428-0438

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Gouri Misra

Senior Client Service Specialist

Supports Venkat Yarlagadda,
Mary Brunson,
Neal Rutter

Direct: 949-428-0451

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Rochelle Jornacion

Senior Client Service Specialist

Supports Denise Delaney,
Derick Kann,
Wes Long

Direct: 949-428-0450

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Jeff Sims CFP®

Senior Client Service Specialist

Supports Mark Hebner,
Daniel Chong,
Kerrie Lloyd,
Gordon Shuler

Direct: 949-428-0458

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Adriana Ise

Senior Client Services Specialist

Supports Becky Vasquez,
Tyler Vasquez

Direct: 949-428-0444

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Sunni Allen

Client Services Specialist

Supports Becky Vasquez,
Mark Higgins,
Tyler Vasquez

Direct: 949-428-0452

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Dawnielle Hall

Senior Client Service Associate

Direct: 949-428-0456

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Chelsea Page

Client Service Associate

Direct: 949-596-8492

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Aesha Patel

Client Service Associate

Direct: 949-989-2505

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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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