top of page
Professional team standing together in a bright office hallway.

Our Team

Arthur, Arthur, Workman Team

Within IFA Wealth, the Arthur, Arthur, Workman team collaborates closely, combining their individual expertise to deliver well-rounded advice and personalized service to every client.

Three smiling professional men in suits in a hallway.
Smiling man with beard in blue suit and tie

David Arthur

Wealth Advisor

Smiling man in a blue suit and tie for Our Team

Rob Arthur

Wealth Advisor

Smiling businessman in a suit and blue tie

Adam Workman

Wealth Advisor

Shank & Tate Team

Tim Shank and Jim Tate bring years of experience and a shared commitment to excellence, working closely with clients to provide thoughtful guidance, meticulous attention to detail, and lasting relationships built on trust and care.

Two men in suits standing in a bright hallway
Professional headshot of a smiling man in a suit.

Timothy (Tim) Shank, CFP®

Wealth Advisor

Professional portrait of a male team member in a suit.

James P. Tate III, MBA

Wealth Advisor

Mark Sewell

With a commitment to trust, precision, and care, Mark Sewell guides clients through every stage of their financial journey with confidence and clarity.

Smiling man in a grey suit and maroon tie.

Mark Sewell

Wealth Advisor

Client Services Team

Our Client Services team is dedicated to building genuine relationships and providing compassionate, attentive support for every client need—ensuring each experience is handled with care, efficiency, and a personal touch.

Smiling team member with glasses and tan blazer

Jenna Mehalso

Director of Operations

Smiling woman with dark hair in a green patterned top

Amanda Arthur

Registered Client Services Associate

Smiling female team member with long dark hair.

Sarah Honaker

Client Services Associate

Professional man in a suit for the Our Team page

Edwin Ramos

Client Services Associate

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck