Broker Check

Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646

 

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 has been in the Financial Services business for over 37 years. He began his career by working in his father’s insurance agency. Gradually his interests evolved to his passion of helping people with their personal...

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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...

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Dianna Laney

Wealth Manager, ChFC®, CRPC®

916-235-4646

Dianna Laney has been in the financial services industry since 1998 and became a financial advisor in 2005. Holding the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations

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Danielle has been working for Angel Perez since 2005 as an Administrative Assistant. She enjoys her job with helping clients with day to day requests and also the busy time of tax season. Danielle has been married to her husband Ben...

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Rebecca Nesler

Client Services Director

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...

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Mallory Brandt

Administrative Assistant

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...

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Beca Weather

Administrative Assistant, ParaPlanner

916-235-4646

916-221-7350

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...

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