Meet The Team

Josh Carr Superstar

Josh Carr

FOUNDER

 As a real estate investor focused on property acquisition using tax liens and tax deed investing. Josh became frustrated working with other SDIRA companies and set out to design a SDIRA built by real estate investors for real estate investors.

Edward Stewart

FOUNDER

Chosen as most likely to make you say “OMG!” in his High School yearbook. Eddie provides some much needed “Tall, Dark, and Handsome” to the team.  Oh yeah, he is also a successful serial entrepreneur and clothing designer.

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.

Megan McClintock

ADMINISTRATION

Originally from the Midwest, Megan moved to Utah so she could spend as much time as possible outdoors doing what she loves. So if she isn’t in the office helping you, she is outside soaking up nature.

Jennifer Oliveros

CUSTOMER SERVICE

Jennifer is fluent in both Spanish and English and she is amazing at customer service.  You can feel when you talk to her that she deeply cares about the success and happiness of 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! 🙂

Carter Lane

TEAM LEAD – NEW ACCOUNTS

With over 15 years industry experience, a positive attitude and contagious love for life Carter has been chosen as the client favorite at many of our live events. He is also the team lead for our new accounts group.

Richard Silva

NEW ACCOUNTS

Richard is seriously the nicest guy you will ever meet or talk to. To know him is to love him, what else is there to say? Oh yeah, he also knows everything about SDIRA’s.

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