Team

Our experienced team of advisors and staff are committed to providing an excellent and meaningful experience to you and your family.

Jim den Dulk

Jim den Dulk

Financial Advisor, Partner

Jim@ideallifefa.com

Dianna Laney

Dianna Laney, ChFC®, CRPC®

Financial Advisor, Partner

Dianna@IdealLifeAdvisors.com

Angel Perez

Angel M. Perez, EA, CFP®

Financial & Tax Advisor, Partner

angel@ideallifeadvisors.com

Julie Giordano

Julie Giordano, CPA

Tax Advisor, Partner

julie@ideallifeadvisors.com

Beca Irwin

Beca Irwin

Relationship Manager, ParaPlanner

Beca@IdealLifeFA.com

Savannah Hadley

Savannah Hadley

Operations and Marketing Associate

916-983-1180

Savannah@IdealLifeAdvisors.com

Danielle Wehrle

Danielle Wehrle

Administrative Assistant

(916)-983-1180

danielle@ideallifeadvisors.com

Mallory Coats

Mallory Coats

Administrative Assistant

(916)-983-1180

mallory@ideallifeadvisors.com