Meet The Team

Josh Carr Superstar

Administration Team

Let’s be Honest, setting up a Self Directed IRA can involve A LOT of paperwork.  But our SDIRA experts on the administration team make this complex process simple for our clients.

New Accounts

If you are interested in setting up your own Self Directed IRA our new accounts team will be your first stop on the journey. Go ahead, ask them the difficult questions, they are ready! 🙂