Jordan Williams

Born and raised in Florida, Jordan joined Advanta IRA as an accounting associate. He has his accounting degree at the University of South Florida and plans to continue on there for his master’s [...]

Stephanie Sterling

Stephanie is a Pinellas County native and a 2016 graduate of the University of South Florida with a bachelor’s degree in psychology. She is currently pursuing her master’s degree in accounting at [...]

Jason Smith, CISP

Jason handles investments for clients’ IRAs in real estate, private stock, mortgages, promissory notes and private equity. He assists clients with maintaining their accounts, providing [...]

Kevin Purce

Kevin supports and educates potential clients in the greater Atlanta area on alternative investment strategies and assists them with opening their self-directed accounts.  With eight years of [...]

Alex Perny, CISP

Alex holds the distinct designation of Certified IRA Services Professional (CISP) enabling him to educate clients and future clients on self-directed IRAs through various seminars, webinars and [...]

Ellen Palmer, CISP

Ellen handles investments for clients in real estate, stocks, mortgages, secured and unsecured notes, private equity and trusts. She holds the prestigious designation of Certified IRA Services [...]

Rachael Moore

With over twenty five years’ experience in sales and marketing in the consumer packaged goods, non-profit, and retail industries, Rachael has a passion for creating strategies that deliver [...]

Courtney Maxa, CISP

Courtney manages clients’ IRAs and qualified plans and assists clients in making investments with their retirement funds. She began working with Advanta in 2015 in the accounting department where [...]

Scott Maurer, CISP

Scott holds the distinct designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars designed to educate the public on the intricacies of self-directed [...]

Nicole Lobmaster

Nicole assists clients with their accounts receivable and payable transactions. She also works closely with the account service team providing exceptional customer service and performing various [...]

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