Broker Check

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

Wealth Advisor

(916) 235-4646

(916) 221-7350

Jim@ideallifefa.com

Jim den Dulk has been in the Financial Services business for 40 years. He began his career by working in his father’s insurance agency while going to college. Gradually his interests evolved to his passion of helping people with their personal finances. Jim spent 13 years with a national brokerage firm before making the decision to become independent. Jim and his partner Angel Perez formed Ideal Life Financial Advisors, a Registered Investment Advisor, in 2011 and now serve their clients primarily on a fee based platform. Jim and Angel were joined by financial planning specialist, Dianna Laney in 2016. Jim is a past chairperson for the Board of Directors of the Folsom Chamber of Commerce. He also served on the Folsom Lake College Community College Foundation Board. Jim and his wife Andrea live in Folsom, CA. They enjoy walking, hiking, bicycling and travel. They also enjoy visiting their college age kids in Portland and San Diego.

Angel M. Perez, EA, CFP®

Financial Advisor

(916) 235-4646

(916) 221-7350

angel@ideallifefa.com

Angel M. Perez has owned and operated a tax preparation and planning business since 1992 and became an Enrolled Agent in 1996. Having developed a successful practice on his own, Angel entered into a partnership with Michael G. Mouriski, CPA in 2009 and together they continue to operate a successful accounting practice. He also holds a B.A. in Economics from the University of California, Davis.

In 1998 he expanded his business into financial planning by obtaining his California Life and Insurance License, as well as his Series 6, 7, 63 and 66 registrations with LPL Financial. He also holds a Series 66 with LPL Financial and Ideal Life Financial Advisors. In an effort to better serve his clientele, he obtained his CERTIFIED FINANCIAL PLANNER®; designation, and in 2012 formed Ideal Life Financial Advisors with Jim den Dulk, with the goal of helping their clients pursue their financial goals. Angel and his wife Lelia live in Folsom, California.

Dianna Laney

Wealth Manager, ChFC®, CRPC®

(916) 235-4646

(916) 221-7350

Dianna@IdealLifeFA.com

In meeting Dianna, you’ll be able to see how passionate she is about helping clients work towards their financial goals. “Growing up, my family was often living paycheck to paycheck. My parents didn’t know how to do more than pay bills and stay out of debt. They didn’t have anyone to help them understand what they could be doing to improve their financial situation and I was very aware of the stresses that added to our family life. When working with my clients, I aim to accomplish three things. Help them gain more knowledge and confidence with their finances. Understand the impact of their financial decisions and keep motivating them to make progress towards their goals. If I can do these things, then over time, we’ll be successful.”

Dianna has been in the financial services industry for over 20 years and has been serving her own clients since 2005. After growing a successful solo practice, Dianna merged her business with Ideal Life Financial Advisors in 2016 and has been instrumental in developing the firm’s ability to deliver Wealth Management & on-going Financial Planning to our clients. In addition to working with her own clients, Dianna serves as the firm’s Chief Compliance Officer (CCO) and is responsible for managing the firm’s compliance & regulatory responsibilities.

If you run into Dianna around town, you may find her enjoying time with her husband of 17 years and chasing her two young children at a park. In her spare time, Dianna enjoys being outdoors, running, hiking, camping, dabbling in cake decorating, singing or just enjoying a bit of people watching.

Dianna Laney holds a B.S. in Business management and has been in the financial services industry for 20 years. She holds the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations, Series 7, 66, & 24, CA Life & Health License # 0E98966

Dianna focuses on working with Women, Environmental Consultants & Engineers, Physicians & Nurses and Baby Boomers

Rebecca Nesler

Client Services Director

(916) 235-4646

(916) 221-7350

Rebecca@IdealLifeFA.com

Rebecca’s career spans over a decade in the financial services industry. As our Client Services Director, Rebecca is responsible for many of the “behind the scenes” tasks needed to deliver a high level of quality service to our clients. Detail oriented and tenacious, Rebecca truly enjoys helping the team and has a genuine goal of going above and beyond for each individual and situation.

In her free time, she enjoys hiking and outdoor adventures with her spouse and three boys.

Beca Irwin

Administrative Assistant, ParaPlanner

(916) 235-4646

(916) 221-7350

Beca@IdealLifeFA.com

Beca is part of our Wealth Management Team working directly with Dianna Laney to prepare financial plans and manage the firm’s Wealth Management Client Service Experience. A graduate of Sacramento State University with a BA in Philosophy, Applied Ethics and Law, Beca worked as a paralegal before deciding to transition over to the financial industry. Since joining our team, Beca has obtained the Registered Paraplanner (RP®) designation and works with the team to prepare financial plans and deliver excellent client service. Her ability to pay attention to detail and handle multiple projects at once makes her a great asset to the firm and our clients.

Beca is an avid dog enthusiast and when she’s not adventuring around Folsom Lake, volunteers with Pawsitive Impact; working with dogs & local youth. She also maintains a well-balanced diet with any variety ice cream and donuts.

Danielle Wehrle

Administrative Assistant

(916) 235-4646

(916) 221-7350

Danielle@IdealLifeFA.com

Danielle is an Administrative Assistant for Angel Perez and enjoys the challenges that come with assisting clients in both Angel’s Tax Practice & Financial Planning Practice. Our “Jane of many trades”, Danielle helps with office management, client servicing of investment accounts and practice management. Additionally, she holds a CA Insurance License and assists clients with their protection and life insurance needs.

A native of Folsom/El Dorado Hills, Danielle is an avid dog lover and may be found fostering rescue dogs. She enjoys spending time with her husband, traveling, wine tasting with friends and spending weekends at the lake.

Mallory Coats

Administrative Assistant

(916) 235-4646

(916) 221-7350

Mallory supports Angel Perez as an Administrative Assistant, and assists with a variety of key office needs including coordinating client documents, operations support and routing client service requests. One of the first friendly faces you'll see when you visit our office will be Mallory who is known for her sweet smile and making one great cup of coffee.

Mallory and her husband Drew live in Folsom, CA and are self-professed "obsessive corgi lovers".