Mike Ventry

Mike has over a decade of experience in the mortgage banking industry. He has an exceptional background in providing superior customer service and communication to his clients. Mike holds an MLO [...]

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 assist them with opening their self-directed accounts.  With eight years of [...]

Alex Perny, CISP

Alex handles investments for clients’ IRAs in real estate, stocks, mortgages, secured and unsecured notes, private equity, and trusts. Alex holds the distinct designation of Certified IRA [...]

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 [...]

Brett Lawton

Brett handles bill payments for Tampa clients and also handles deposits. Brett attended Florida State University and received his Bachelors of Science. He enjoys sports, weightlifting, and the [...]

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