Advanta IRA Services LLC – Tampa/Sarasota
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.
Advanta IRA’s offices in Largo, Florida and in Atlanta, Georgia are managed by Jack Callahan, J.D., CFP™. Both locations offer outstanding account administration to clients across the nation who have taken control of their futures by self-directing their IRAs. A truly self-directed IRA allows you to invest in non-traditional assets, such as real estate IRAs, mortgage loans, private placements and much more. Diversity is the key to building wealth in your retirement account, and Advanta IRA makes it easy for you to do just that.
Our mission is simply to help you invest in what you know best. Our educational tools are empowering. Our staff is experienced. We deliver the services and possess the expertise you need in order to successfully diversify your retirement portfolio and realize the maximum benefits possible.
Jack M. Callahan, J.D., CFP™, Managing Partner at Advanta IRA, established the company in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.
Scott Maurer, Education and Marketing Director at Advanta IRA, he leads engaging seminars and webinars designed to educate the public on the intricacies of self-directed IRAs. Scott assists clients with investments using their self-directed IRA accounts and is experienced with all investment types and their unique processes. Scott is a licensed attorney and graduate of the University of Florida Law School.
Ellen Palmer is a Client Account Manager for Advanta IRA. Ellen manages company and client accounting and financial matters. She further supports customer service issues, assists with IRA investment transactions and provides ongoing account management and auditing. Originally from New York, Ellen has been with Advanta since its onset, following an impressive career including 7 years in Geneva, Switzerland as an expatriate taxation specialist at a large American multinational firm, probate for various law firms, accounting and bookkeeping consulting for a number of small businesses ranging from law offices to construction firms and import/export services. Ellen enjoys reading, movies, cooking and spending time with her family.
Bo Koerner is the director of IRA operations at Advanta IRA, bringing more than a decade of retirement planning and customer service experience to the company. Bo holds the distinct designation of Certified IRA Services Professional (CISP) as well as the Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association. Prior to joining Advanta, Bo provided invaluable support to clients at Transamerica Mutual Funds, an IRA administrator and mutual funds brokerage firm. In his current role, he assists clients with investment transactions including those in real estate, private placements, precious metals, promissory notes and private stock. Bo earned his degree in accounting from the University of South Florida.
Beth Trice is a client service specialist for Advanta IRA. A graduate of Florida State University, Beth has provided superior administrative support for more than a decade. At Advanta, Beth manages a broad range of general clerical and administrative duties, maintaining hard copy and electronic filing systems, invoicing clients and processing accounts receivables. She further projects a highly professional company image in all internal and external client interactions.
Alex Perny is a Client Account Manager for Advanta IRA. Alex handles investments for clients IRAs in real estate, stocks, mortgages, secured and unsecured notes, private equity, and trust. Alex also assists clients with maintaining their accounts, providing knowledgeable resources for clients to utilize with their self-directed IRA. A graduate of Eckerd College in Saint Petersburg with a bachelor degree in Business Administration in 2011, he decided to settle in the beautiful area of downtown St. Petersburg and joined Advanta IRA in 2012.
Larissa Greene is the Associate Marketing and Education Director for Advanta IRA. Larissa has been with Advanta IRA since August of 2011 and initially handled many back-office operations for Advanta. Larissa has recently transitioned into her new role as Associate Marketing and Education Director. In this role, she works closely with the marketing director to educate clients and the public on self-directed IRAs, through various seminars, webinars and networking events. She is also the editor of Advanta’s newsletter, The Quarterly Contribution. Prior to her time with Advanta, Larissa worked in the real estate field, and is a graduate of the University of South Florida.
Paul Hutchings is the Transaction Manager at Advanta IRA. Paul supports clients with investment transactions including those in real estate, private placements, promissory notes, precious metals and private stock. He strives to serve clients as best as possible and be a one-stop shop for all their needs.
Prior to joining Advanta, Paul was the office manager for a Gainesville, Florida law firm while earning his degree in finance from the University of Florida. Paul is currently working toward obtaining his Certification in Personal Financial Planning. Paul was born in El Salvador and was fortunate enough to live in several Latin American Countries, because of this he is bilingual. In his free time he likes spending his time outdoors, preferably on or near the water. He also enjoys traveling, playing sports and spending time with his family and friends.
Bunny L’Heureux is a client service associate for Advanta IRA, possessing over a decade of administrative and client service experience in retirement and financial planning. At Advanta, Bunny has a variety of duties which include: helping to process new accounts, processing daily bill payments, and assisting all departments in client services. Prior to joining Advanta, Bunny trained horses in Maine while pursuing a degree in psychology.
Nicole Lobmaster is a client service specialist at Advanta IRA. Nicole assists clients with their accounts receivable & payable trasactions. She also works closely with the account service team providing exceptional customer service and performing various other administrative duties. She worked in customer service for several years while attending school and earning a degree from the University of South Florida.
Nicholas DiMartino is a client service specialist at Advanta IRA. Nick assists clients with accounts receivable transactions, new accounts, and online assistance. A graduate of Western Carolina University, Nick has experience in administration and the financial services industry. Nick’s daily duties include: processing new applications, daily accounts receivable, asset and funds transfers, and assists in clients’ needs in all departments.
Stephanie Callahan is a Client Service Specialist for Advanta IRA. She is a graduate of University of South Florida. At Advanta IRA, she maintains close communication with clients, processes their requests, assists with their needs, and mediates between them and the members of the Account Management team. As a Client Service Specialist, she assists with all aspects of the administrative management, directory maintenance, logistics, equipment inventory, and storage.