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.


Jennifer Butler
REALTOR®, Atlanta Metro Area
Member of the Fayette County Board of Realtors
Palmerhouse Properties
Mobile: 678-920-8466

Social Media:
Twitter: @realejenniferb

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

Chris and Donna Littleton
REALTOR®, Members of NAMAR and NARPM®
Solutions Realty Network, Inc.
Property Management Experts
Office: 678-782-1004

Social Media:

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

Social Media:

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

Social Media:

Phimar Patterson, CFP®
Investment Advisor Representative
Financial Advisor
Phone: 678-719-2735

E mail:


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

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
(563) 419-4558
(813) 720-7907

Brad Meinck
Coastal Properties Group International
Christies International Real Estate
Clearwater Beach, Island Estates, Belleair
(727) 366-2606

Robert Gullo
Pinellas, Hillsborough, and Pasco counties
RE/MAX Realtec Group
4175 Woodlands Parkway
Palm Harbor, FL 34685
727-789-5555 ext. 173
727-642-2743 cell

Eric Edwing
Manatee, Sarasota, and Charlotte counties
Sel-Fast Coastal Communities Realty
3800 S Tamiami Trail, Ste. 322
Sarasota FL 34239
(941) 960-2175 office
(941) 223-5708 cell

Steven Chapman
Venice Real Estate Company
1058 East Venice Avenue
Venice, FL 34285
Cell: 941-716-7591
Office: 941-244-5227
Service in Sarasota, Manatee and Charlotte Counties

Julia Thomas
Keller Williams Realty
(813) 244-5634

Jerry White
Small Business Capital Funding
Consultant, Real Estate Broker, 215 License
(727) 434-0133
Serving the Tampa, Florida area

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

Lori Hendrix, RMP
Property Management and Real Estate
Realtor for Hillsborough, Pasco, Hernando, Pinellas
Dennis Realty and Investment Corporation
Office: 813-949-7444
Cell: 813-362-5176

Kathleen Gaspari
Berkshire Hathaway Home Services
(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

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.