AdvantaIRA Trust LLC – Fort Myers/Naples
Advanta IRA is comprised of a group of elite self-directed IRA administrators serving clients nationwide. While maintaining separate entities, we work and market ourselves together to offer clients exceptional experience and knowledge that is paramount in administrating self-directed IRAs.
AdvantaIRA Trust, LLC, is headquartered in beautiful Fort Myers, Florida. The Southwest Florida office was opened in May 2003, but its parent company started in 1994 as Real Estate Tax Specialty office. Fort Myers is the original base of AdvantaIRA Trust’s locations, which include Miami and Gainesville offices. Dave Owens, President, oversees all transactions and compliance matters from this office. The Fort Myers asset base is real estate and our unique and extensive experience has made us a leader in teaching our distinctive tax-free strategies. This office also provides the services of 1031 exchanges to its clients.
AdvantaIRA Trust’s focus is a desire to help our clients obtain freedom and control of their financial decisions by teaching our unique strategies and maintaining the highest level of professionalism.
AdvantaIRA Trust’s Ideology
We are here to S.E.R.V.E you…
- Solutions (What can I do for you?)
- Relationships (3 Cs – Communicate/Candid/Cultivate)
- Vital (Are you important?)
AdvantaIRA is not only committed to our clients but we are also dedicated to helping our community in any way we can. AdvantaIRA associates make it a point to not only donate to our local charities but we also volunteer our time at the locations that need assistance. If you would like to see our photos for past volunteer events, please click on our Advanta Cares volunteer page!
Dave Owens, CPA, CES – Managing Member // Contact Info 239-333-1032 x155
Dave Owens is the president of AdvantaIRA Trust, LLC, a third-party administrator for self-directed IRAs and retirement plans. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators. He spent the first 15 years in public accounting starting with Deloitte, Haskins and Sells. Dave has spoken with hundreds of groups about the power and possibilities of IRA self-direction, and provides continuing education seminars to attorneys, CPAs and real estate professionals. He has also appeared as a guest speaker on local and national investment radio shows and at local and national conferences. You will find his passion for building wealth in your IRA contagious and entertaining.
Theresa Knower, COO, CES, CISP // Contact Info 239-333-1031 x115
Theresa Knower is better known as “Mama T” in the office. It may be due to the fact that she is the first to remind everyone to clean up after themselves and always mind their manners, or it could be due to the fact that she is a thirty-something working in an office overflowing with 20-somethings. She has had to face the harsh reality that very few people in the office share her intense appreciation for the 80s since most of them were still in diapers when she was rocking out to Bon Jovi, and Barbie and Ken were a happily married doll couple with a very bright future. If you have questions on how to successfully defer taxes on the sale of investment property through the use of a 1031 exchange, or you want to know how to invest in real estate with your IRA, or if you want to just reminisce about the time when MTV actually played music videos, give her a call!
Brandon Hall, CISP- IRA Director // Contact Info 239-333-1032 x153
Brandon “Too Small” Hall moved to Southwest Florida after graduating from the FIFTEEN-time football national champions, University of Alabama. Despite being surrounded by office Florida Gators, Brandon trudges forward like the old Atari “Pitfall” game, often only stopping to rest on top of the Gators. Brandon and his wife, Jennifer, who he met in college, have already successfully brainwashed their two sons, Preston and Kellan, as well as several local friends. Brandon is certified by the American Banking Association as an IRA specialist and can help you understand the rules and regulations of IRAs, transaction scenarios, IRS reporting, or why your team is inferior to the Crimson Tide.
Kelsey Dineen, CISP – Real Estate Associate // Contact Info 239-333-1032 x114
As a Southwest Florida native, Kelsey Dineen is as rare as the Florida panther and twice as deadly when it comes to closing real estate transactions. Wild and elusive, she thrives in the legal jungle of self-directed IRAs and the IRS regulations surrounding them. As a graduate from the University of Florida, she is also referred to as a Gator. Carnivorous comparisons aside, she prefers tofu over steak. If you seek to purchase real estate or notes in a self-directed retirement plan, she is happy to serve as your guide.
Greg Degilio, CISP – Transaction / Sales Associate // Contact Info 239-333-1032 x116
Originally from the financial center of the modern world, Syracuse, New York, Greg brought his talents to South Florida five years ago. After graduating from Lutgert College of Business at Florida Gulf Coast University with a BS in finance, Greg began opening new accounts and processing transfer requests. Currently, he is involved in processing private placement/LLC transactions and futures/forex business development. Logically, growing up playing ice hockey in one of the coldest snowiest places in the country, he is the first in the office to complain about how cold it is.
Audra Montgomery-Accounting Associate//Contact Info 239-333-1032 x158
Audra Montgomery is a graduate of the University of Florida Warrington College of Business. She bleeds orange and blue and can help you with your real estate and note investments. She is always bringing in one of her latest baking creations in attempt to fatten up her associates. She enjoys visiting the beautiful Florida beaches and going fishing with friends and family whenever she gets the chance. If you have any questions on how to invest in real estate or notes within your IRA or just want to talk about how great the Gators are, feel free to contact her and she would be happy to assist you!
Amy Scott – Accounting Associate // Contact Info 239-333-1032 x111
Amy Scott is one of our client services associates who performs daily accounting transactions. She is a graduate of the University of South Florida and the only Bull in an office of Gators. She is the founder of the AdvantaIRA Asset Kickers kickball team, plays soccer locally in different leagues, and likes to take long runs during the sunset. She also enjoys reading a good mystery while lying out on the white sandy beaches of Fort Myers. Being the second Amy to join the AdvantaIRA Trust team, she has taken on a few nicknames such as “Amy2,” “S,” or “Other Amy.” If you have any general accounting questions regarding bills, checks, fair market valuation forms, and invoices then give her a ring!
Brenda Whetsell- Marketing Director//Contact Info 239-333-1032 x156
Brenda Whetsell is a graduate at Florida Gulf Coast University, with her degree in Communication with a concentration in Public Relations. Brenda enjoys cooking, planning events and watching movies. She was born a Steelers fan in Pittsburgh, Pennsylvania, and grew up in Cape Coral, Florida. Brenda is the oldest child with only one younger sister named Jamie. She currently resides in Fort Myers with her longtime boyfriend and two adorable cats, Sasha and Snickle.
Meredith was born and raised in Ormond Beach, Florida, before attending the University of Florida in Gainesville. She graduated from UF with a BA in Economics and a minor in Business Administration. After graduation, she worked in the fundraising industry with the Florida Trail Association and the University of Florida. Meredith is currently pursuing her MBA at Florida Gulf Coast University and serves on the board of directors for the Florida Trail Association. She loves the beach and even though she’s from the east coast of Florida (her brother called her a traitor for moving to the west coast), she is thrilled to be living back by the water again.
Warren Fountaine- Associate//Contact Info 239-333-1032 x120
Warren Fountaine recently moved to Florida from the great city of Chicago. He is now the second Chicagoan to work in this office. It’s a good thing because with all the football fans someone needs to be rooting for DA BEARS. Since his move to Florida he has been trying to find that perfect Chicago Deep Dish pizza but so far it has been a hard road. Warren’s day primarily involves helping with transfers and distributions, coding incoming checks and billing. As a graduate from DePaul University with Bachelors of Science in Finance and Marketing and with 8 years of accounting experience, he hopes to bring a helping hand to the Accounting department.
Samantha Sherman was raised in Mississippi and graduated from Mississippi State University. Go Bulldogs!! She especially misses the Mississippi sweet tea. She is very outgoing and always the first person to strike up a conversation about doing something fun as a group. She enjoys spending time with her husband and absolutely loves her dog Bo. She handles the real estate and note transactions here in the office. She loves to meet new people and is always eager to help her clients and fellow associates.
Matt Tierney is a longtime Floridian who originally hails from Niceville, a small town in the Northwest Panhandle. After serving in the U.S. Air Force, Matt graduated from the University of West Florida in Pensacola with a degree in Economics. He is excited to finally be living back on the Gulf Coast after years of being landlocked. As an avid rugby player, Matt loves to tackle any challenge that arises, both on the field and in the office. Contact Matt with any questions you may have about Precious Metals, brokerage accounts, investments and Outgoing Transfers.
Originally from Okemos Michigan, (she could hear the Michigan State University band practicing from her backyard). Karolyn moved to Cape Coral Florida for the love of boating six years ago. Karolyn has two grown children and her hobbies include entertaining, reading, and going for long walks with her two dogs. Karolyn prides herself in networking and great customer service to build long lasting relationships with clients, and colleagues. Karolyn is a past president for Women’s Council of Realtors Cape Coral Chapter and member of the Realtor® Association of Greater Fort Myers and the Beach Inc.