Professional Resources

Advanta IRA’s professional resources are all proud graduates of Advanta IRA University (Advanta U) and received certificates designating them as self-directed IRA specialists.

These individuals have successfully completed specialized Advanta U course curriculum relative to their professions to learn how self-directed IRAs and other accounts work. This knowledge enables them to become valuable assets to their clients and potential clients who are investors. To achieve this designation, these professionals completed an extensive training program that gave them the requisite knowledge to better assist other individuals looking to invest within a self-directed IRA.

SELF-DIRECTED IRA SPECIALISTS: GEORGIA

Troy D. Refuge, Esq.
Real Estate Attorney/Broker
Residential/Commercial Real Estate Closings, Checkbook IRA Formations and Purchases
P: 404-618-2733
Email: Troy@refugelaw.com
Website: refugelaw.com
Connect on LinkedIn
Find on Facebook

Jennifer Butler
REALTOR®, Atlanta Metro Area
Member of the Fayette County Board of Realtors
Palmerhouse Properties
Mobile: 678-920-8466
Email: JBinAtlanta@gmail.com
Follow on Twitter: @realejenniferb
Find on Facebook

Kito J. Johnson
Georgia Broker/CEO | Buy n Sell, Inc.
Serving Investors in GA, FL, AL, NC & MN
Cell: 770-591-2033 | Fax: 866-332-5894
Website: buynsellinc.com

Chris and Donna Littleton
REALTOR®, Members of NAMAR and NARPM®
Solutions Realty Network, Inc.
Property Management Experts
Office: 678-782-1004
Email: Atlanta@SRNhomes.com
Website: www.SRNhomes.com
Google+: https://plus.google.com/+SolutionsRealtyNetworkIncTyrone/about
Facebook: https://www.facebook.com/srnhomes/

Soo Cho
Broker/General Manager
New Western Acquisitions
3495 Piedmont Road Bldg 11 Suite 215
Atlanta, Georgia 30305
Office: 678-927-9574
Cell: 214-403-3207
Email: soo.cho@newwestern.com
Website: NewWestern.com
Facebook: http://www.facebook.com/NewWesternAtlanta

Clifford B. Cecchi, LLC Attorney at Law
Residential Real Estate: Closings, Refinancing, Purchases, New Construction/Builder Representation, 1031 Exchanges, Self-Directed IRA Real Estate Purchases
Metro Atlanta
Phone: 678-517-6155
Email: cliff@clifflaw.net
Website: clifflaw.net
LinkedIn: https://www.linkedin.com/in/clifford-cecchi-b4449315

Phimar Patterson, CFP®
Investment Advisor Representative
Financial Advisor
Phone: 678-719-2735
Email: phimar@bluecloverfg.com
Website: bluecloverfg.com

Carlton Johnson
Business and Strategic Planning
WaveRen LLC
Phone: 404-666-2455
Email: carlton.johnson@waverenllc.com
Website: waveren.strikingly.com
Facebook: https://www.facebook.com/WaveRen-LLC-605436686295836/
Twitter: @WaveRenLLC

Joseph Stacy
REALTOR® and Real Estate Instructor
Phone: 404-476-2830
Email: joseph.stacy@joinreal.com
LinkedIn: https://www.linkedin.com/in/purerealestate/

Anthony C. Welch
Real Estate Investment Consultant & Broker
Welch-Co Realty & Investments
Services Offered: Asset Identification and Acquisition (SFR, Multifamily, and Commercial), Joint Venture Arrangements (Straight Loan and Equity), Passive Income with Real Estate Modeling and Investor Funding
Phone: 678-435-9435
Email: anthony@welchcorealty.com
Website: RealEstateForPassiveIncome.com
Twitter: @anthonywelch
More about Anthony on LinkedIn

Jonathan Rosser
Real estate and other services
jonathanr753@gmail.com
678-789-4912
Website: JRTheFacilitator.com

Eboni Killian
eXp Realty
Services Offered: Buyers and Sellers Real Estate Sales, Credit Restoration, Investor Consultations, and Investor Focuses Agent Coaching
Phone: 678-860-9408
Email: Eboni@thepeachofpeachtree.com
Website: ekillian.exprealty.com

SELF-DIRECTED IRA SPECIALISTS: FLORIDA

Marie Burnham
Sales Executive / REALTOR®, New Homes Specialist
Berkshire Hathaway HomeServices
Buying and selling of residential, commercial and investment properties
Pinellas, Hillsborough, Pasco, Polk
Florida Properties Group
2539 Countryside Blvd., Ste. 3
Clearwater, FL 33761
Direct: 727-451-8746
Cell: 727-270-4937
Toll-Free: 855-228-5500
Email: mburnham@bhhsflpg.com
MarieBurnhamHomes.com

Dave Shaw
Certified Real Estate Appraiser (RD7810),
Real Estate Agent and Investor
Florida Licensed Real Estate Professional
Certified Residential Real Estate Appraiser (FLRD7810)
Member Association of Realtors
Tampa Bay Real Estate Investors Association
Suncoast Real Estate Investors Association
Phone: 563-419-4558 / 813-720-7907
Email: daveshaw98@gmail.com

Brad Meinck
Coastal Properties Group International
Christies International Real Estate
Clearwater Beach, Island Estates, Belleair
Phone: 727-366-2606
Email: brad@bradmeinck.com
Website: bradmeinck.com

Robert Gullo
Realtor
Pinellas, Hillsborough, and Pasco counties
RE/MAX Realtec Group
4175 Woodlands Parkway
Palm Harbor, FL 34685
Office: 727-789-5555 ext. 173
Cell: 727-642-2743
Email: r.gullo@verizon.net

Eric Edwing
Broker/Owner
Manatee, Sarasota, and Charlotte counties
Sel-Fast Coastal Communities Realty
3800 S Tamiami Trail, Ste. 322
Sarasota FL 34239
Office: 941-960-2175
Cell: 941-223-5708
Website: sel-fastccr.com

Steven Chapman
Venice Real Estate Company
1058 East Venice Avenue
Venice, FL 34285
Cell: 941-716-7591
Office: 941-244-5227
Email: DealsInFlorida@gmail.com
Website: StevenChapman.mfr.mlsmatrix.com
Service in Sarasota, Manatee, and Charlotte Counties

Jerry White
Small Business Capital Funding
Consultant, Real Estate Broker, 215 License
Phone: 727-434-0133
Email: jwhite@smallbusinesscapitalfunding.com
Serving the Tampa, Florida area

Carl Stratton, RMP
Property Management and Real Estate
Realtor for Hillsborough, Pasco, Hernando, Pinellas
Dennis Realty and Investment Corporation
Website: DennisRealty.com
Office: 813-949-7444
Cell: 813-340-7402
Email: Carl@dennisrealty.com

Lori Hendrix, RMP
Property Management and Real Estate
Realtor for Hillsborough, Pasco, Hernando, Pinellas
Dennis Realty and Investment Corporation
Website: DennisRealty.com
Office: 813-949-7444
Cell: 813-362-5176
Email: lori@dennisrealty.com

Lisa Schueneman
Vice President, Broker, Owner, Director
Shoe Realty and Management, Inc.
Designations: REALTOR, Northeast Florida Association of Realtors, Jacksonville Metro Area, National Association of Realtors, Florida Association of Realtors, ePro, SRES, AHWD, NARPM
Specialty services: investment properties, property management, residential purchases and sales
Address: 841 Prudential Drive, 12th Floor, Jacksonville, FL  32207
Office: 904-291-8330 ext. 701
Cell: 904-962-1100
Fax: 904-212-1116
Email:  lisa@shoerealty.com
Website: www.shoerealty.com

R. Mark Schueneman
President, Broker, Owner, Director
Shoe Realty and Management, Inc.
Designations: REALTOR, Northeast Florida Association of Realtors, Jacksonville Metro Area, National Association of Realtors, Florida Association of Realtors
Specialty services: investment properties, property management, new construction
Address: 841 Prudential Drive, 12th Floor, Jacksonville, FL  32207
Office: 904-291-8330 ext. 702
Cell: 904-207-0845
Fax: 904-212-1116
Email:  mark@shoerealty.com
Website: www.shoerealty.com

Kathleen Gaspari
Berkshire Hathaway Home Services
Phone: 727-463-7999
Serving Pinellas, Pasco, Hillsborough, Hernando, Polk and Highlands Counties
Asset Portfolio Management and Leasing
Condo/HOA Management
Residential Sales, Commercial Sales and Leasing
Website: rentahomewithus.com

 

Advanta IRA, and all affiliates that encompass individually owned offices under the Advanta IRA brand, performs the administrative duties of a self-directed retirement plan custodian. We do not provide investment advice, sell investments, or offer any tax or legal advice. Advanta IRA does not endorse nor are we affiliated with financial, tax, or legal professionals, investments, investment sponsors/brokers, including but not limited to professionals designated as self-directed IRA specialists through Advanta IRA University who are listed as such on our Professional Resources web pages. Clients and potential clients are strongly advised to seek the appropriate tax, investment, and legal counsel, and also to perform their own critical due diligence regarding these professionals as well as with any investments being considered.

Self-directed IRA specialists listed in our Professional Resources sections on this site are not to be considered the only professionals one should explore when making investing decisions. These lists are for informational purposes only.

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