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 the account and business manager for Advanta IRA. Ellen manages company and client accounting and financial matters. She further supports customer service issues, assists with investments and provides routine account management. Originally from New York, Ellen joined Advanta following an impressive career including accounting and bookkeeping consulting for a number of small businesses ranging from law offices to construction firms and import/export services.
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 service associate for Advanta IRA. Alex assists clients with investment transactions including those in real estate, private placements, promissory notes, precious metals and private stock. Alex also handles the safekeeping of original documentation for real estate, stocks, mortgages, secured and unsecured notes, and trusts. Alex earned his degree in business administration from Eckerd College in Saint Petersburg, Florida.
Larissa Greene is a client service associate at Advanta IRA. Larissa helps clients with investment transactions including those in real estate, private placements, promissory notes, precious metals and private stock. Prior to joining Advanta, Larissa worked for a real estate management company, providing excellent customer service. She is a graduate of the University of South Florida.
Paul Hutchings is a client service associate at Advanta IRA. Paul supports clients with investment transactions including those in real estate, private placements, promissory notes, precious metals and private stock. 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 assists our Spanish-speaking clients, as he is fluent in both speaking and writing that language. Paul has a diverse background and has lived in several Latin American countries.
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.