Our Team

Meet the Team

As a self-directed IRA services custodian, Advanta IRA oversees more than $1.3 billion in client assets under management. We are experts in our industry. You can put your trust in us and never have to worry if the administrative details of your accounts comply with IRS rules. We assure you, they will.

Our backgrounds are as diverse as our clients. Some of us are attorneys and CFPs. Others hail from various financial and professional backgrounds. Many hold the prestigious certification of Certified IRA Service Professional (CISP).

We truly value our client relationships. Contact one of us today and let us know how we can help you build wealth to secure your successful financial future.

Advanta IRA Maria Almonte

Maria Almonte

Accounting Associate
Advanta IRA Maria Almonte

Maria Almonte

Accounting Associate

Maria was born in Santo Domingo, Dominican Republic and moved to Pinellas County at the age of five. Maria joined Advanta IRA as an intern while she completed her Bachelor of Science Degree in Accounting and Finance at the University of South Florida. Now an accounting associate, she is pursuing her master’s in business administration (MBA) at the University of South Florida. She leverages her experiences in student government and in previous jobs to deliver excellent customer service to Advanta IRA’s clients. In her free time, Maria loves spending time with her family and friends.

800.425.0653 ext. 1124
Advanta IRA Jack Callahan

Jack Callahan, JD, CFP

Founder and CEO
Advanta IRA Jack Callahan

Jack Callahan, JD, CFP

Founder and CEO

Jack proudly earned his bachelor’s degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law. He established Advanta IRA in 2003 and has steadily nurtured and grown the company and the team every year since. Prior to founding Advanta IRA, 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 self-directed retirement plans. He is 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. In his free time, Jack loves to spend time with his family on their farm and fishing our local waters.

800.425.0653 ext. 1104
Advanta IRA Corey Daharsh

Corey Daharsh, CISP

Client Account Manager
Advanta IRA Corey Daharsh

Corey Daharsh, CISP

Client Account Manager

A lifelong Florida resident, Corey attended the University of South Florida and earned a bachelor’s degree in business in 2014. Prior to Advanta IRA, he worked in the finance and banking industry. Corey holds the designation of Certified IRA Services Professional (CISP) and as an account manager, he delivers exceptional service making sure all client needs are met. Corey has a zest for everything Florida and enjoys staying active by kayaking and going on outdoor adventures with his dogs when he’s not traveling and exploring the country with his wife.

800.425.0653 ext. 2146

Stephanie Fuetterer

Client Account Manager

Stephanie Fuetterer

Client Account Manager

Stephanie is a Pinellas County, Florida native who brings years of customer service experience and success to Advanta IRA as a client account manager. She is a distinguished graduate of the University of South Florida with a bachelor’s degree in psychology and is currently pursuing her master’s degree in accounting at USF, as well. Stephanie is as passionate about excellent customer service as she is about accounting. She spends her time outside of work relaxing with her cat, dog, and husband.

800.425.0653 ext. 1160

Stephen Garcia

Accounting Associate

Stephen Garcia

Accounting Associate

Originally from the small village of Farmingdale, NY, Stephen grew up in Florida where he received his BA in Accounting & Finance from Florida State University. Prior to joining the Advanta IRA team, Stephen held many accounting roles, including Accounting Specialist for FSU’s College of Medicine. Steven is bilingual as his Colombian parents taught him Spanish at a young age. Stephen loves to be outside and enjoys taking his dog to different parks in the Tampa Bay area.

800.425.0653 ext. 1109

Larissa Greene, CISP

Director of Education / Business Development Specialist

Larissa Greene, CISP

Director of Education / Business Development Specialist

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.

800.425.0653 ext. 1140
Advanta IRA Christopher Hemmer

Chris Hemmer, CISP

Client Account Manager
Advanta IRA Christopher Hemmer

Chris Hemmer, CISP

Client Account Manager

Born and raised in St. Petersburg, Chris graduated from the University of South Florida with his bachelor’s degree in accounting in 2015. Chris joined the Advanta IRA team in 2014 as an intern and upon graduation became a full-time accounting associate. Chris holds the designation of Certified IRA Services Professional (CISP). He assists clients extensively as an account manager by bringing experience and knowledge to facilitate a multitude of investments. Outside of Advanta IRA, Chris is a passionate Tampa Bay Lightning fan and active concert-goer.

800.425.0653 ext. 1136
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Operations Manager
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Operations Manager

Paul was born in El Salvador, is bilingual, and was fortunate enough to live in several Latin American countries while growing up. Prior to joining Advanta IRA, Paul was the office manager for a Gainesville, Florida law firm while earning his degree in finance from the University of Florida. Paul began his career at Advanta IRA as an account manager, and currently oversees our operations team offering advice and insight to ensure success. Paul holds the designation of Certified IRA Services Professional (CISP) and strives to serve clients as best as possible for all their needs. In his free time, he enjoys traveling, playing sports, and spending time with his family and friends.

800.425.0653 ext. 1142

Tiffany Jordan

Client Account Manager

Tiffany Jordan

Client Account Manager

Originally from Texas, Tiffany has grown to love Florida and the beach lifestyle it provides. She is currently a USF student where she is working on several degrees. She loves USF because she is able to work with a broad network of unique and great people. Tiffany joined Advanta IRA as an account manager in 2019. She is passionate about serving her clients with as much knowledge as possible and enjoys assisting many self-starters with a new and exciting way to invest in their self-directed IRA’s. In her spare time she hikes in the mountains, plays games with friends, and lays out in the sun with her dog.

800.425.0653 ext. 1129
Advanta IRA Robert Koerner

Bo Koerner, CISP

Director of Operations
Advanta IRA Robert Koerner

Bo Koerner, CISP

Director of Operations

Bo brings more than 20 years of retirement planning and customer service experience to Advanta IRA. He earned his accounting degree from the University of South Florida and joined Transamerica Mutual Funds where he provided invaluable support to clients. Bo joined Advanta IRA in 2008 and he holds the distinct designations of Certified IRA Services Professional (CISP) as well as the Self-Directed IRA Professional (SDIP) from the Retirement Industry Trust Association. In his current role, he provides leadership and training to our staff and assists clients in understanding the rules and regulations of self-directed IRAs. When he is not saving the day at Advanta IRA, he can be found with his family on his boat fishing and enjoying our beautiful waterways.

800.425.0653 ext. 1138
Advanta IRA Brett Lawton

Brett Lawton, CISP

Client Account Manager
Advanta IRA Brett Lawton

Brett Lawton, CISP

Client Account Manager

Brett was born in Baltimore, Maryland, and was raised in Clearwater, Florida. He graduated from Florida State University in 2016. Brett started with Advanta IRA as an accounting associate in 2017 and has since moved over to the account management team where he continues to excel in his role. As a Certified IRA Services Professional (CISP), he assists his clients in facilitating their transactions and always exhibits a can-do attitude. In his free time, he enjoys playing basketball, going to the beach, and golfing.

800.425.0653 ext. 1128

Reneika Lightbourne

Business Development Specialist

Reneika Lightbourne

Business Development Specialist

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. She also earned her MBA from the University of Phoenix. Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets. Reneika is an avid sports and art lover, an active investor and enjoys spending time with family.

800.425.0653 ext. 1133
Advanta IRA Nicole Lobmaster

Nicole Lobmaster, CISP

Accounting Operations Manager
Advanta IRA Nicole Lobmaster

Nicole Lobmaster, CISP

Accounting Operations Manager

While earning her degree from the University of South Florida, Nicole worked in several customer service roles honing a skillset that has led to her success at Advanta IRA. As Accounting Operations Manager and a Certified IRA Services Professional (CISP), Nicole helps keep our operational finances on track while providing experienced guidance to the rest of the accounting team. In her free time, she thoroughly enjoys attending concerts and adventurous camping trips.

800.425.0653 ext. 1153

Clay Malcolm

Business Development Specialist

Clay Malcolm

Business Development Specialist

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay has served on the American Bankers Association IRA steering committee and received his Bachelor of Science degree in Communications from Northwestern University.  He is also a life-long golfer and avid hiker.

800.425.0653 ext. 1147
Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Director of Business Development
Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Director of Business Development

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

800.425.0653 ext. 1123

Courtney Maxa, CISP

Client Account Manager

Courtney Maxa, CISP

Client Account Manager

A sunny Florida native, a graduate of St. Petersburg College and a Certified IRA Services Professional (CISP), Courtney has spent most of her working life in customer service, which she brings to the table with eloquence at Advanta IRA. She began working with Advanta IRA in 2015 in the accounting department. She excelled in that role and transitioned to client account manager where she manages clients’ IRAs and assists in making investments with their retirement funds. In her free time, she enjoys cooking and spending time with her family and her corgi.

800.425.0653 ext. 1154
Advanta IRA Rachael Moore

Rachael Moore

Director of Marketing
Advanta IRA Rachael Moore

Rachael Moore

Director of Marketing

With over twenty-five years of experience in sales and marketing, Rachael has a passion for creating strategies that deliver innovative solutions to help better peoples’ lives. Rachael is a proud graduate of the University of Florida and holds an MBA from Emory University. In her free time, she travels with her family, practices yoga, and is an avid reader.

800.425.0653 ext. 1149
Advanta IRA Ellen Palmer

Ellen Palmer, CISP

Business Development Specialist
Advanta IRA Ellen Palmer

Ellen Palmer, CISP

Business Development Specialist

Originally from New York, Ellen has been with Advanta IRA since its onset in 2003. Following an impressive career including seven years in Geneva, Switzerland as an expatriate taxation specialist at an American multinational firm, Ellen worked for various law, accounting, and bookkeeping firms across many businesses sectors. At Advanta IRA, she holds the prestigious designation of Certified IRA Services Professional (CISP) and uses her vast worldly experience to assist her clients in every way she can. Outside of Advanta IRA, Ellen enjoys reading, cooking, and spending time with her family.

800.425.0653 ext. 1108
Advanta IRA Alex Perny

Alex Perny, CISP

Business Development Specialist
Advanta IRA Alex Perny

Alex Perny, CISP

Business Development Specialist

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

800.425.0653 ext. 1143
Advanta IRA Jason Smith

Jason Smith, CISP

Transactions Manager
Advanta IRA Jason Smith

Jason Smith, CISP

Transactions Manager

Jason is a Florida native and proud graduate of the University of South Florida where he earned a bachelor’s degree in business management. He leverages his past experience working with diverse management styles and adapting to changing environments to help him succeed in his current role as Transactions Manager. His duties range from attending to clients’ needs to overseeing all of Advanta IRA’s account transactions. Jason holds the Certified IRA Services Professional (CISP) designation. He spends his time away from the office relaxing with a round of golf or with his wife and two pets.

800.425.0653 ext. 1159

Brittany Stonebraker

Accounting Associate

Brittany Stonebraker

Accounting Associate

Brittany is a native Floridian who currently attends St. Petersburg College. With more than ten years of customer service experience in the Financial, Insurance and Publishing industries, she loves helping Advanta IRA’s clients manage their self-directed IRA accounts and investments. In her free time, Brittany enjoys traveling and spending time with her husband and dogs.

800.425.0653 ext. 1131
Advanta IRA Jordan Williams

Jordan Williams

Client Account Manager
Advanta IRA Jordan Williams

Jordan Williams

Client Account Manager

Born and raised in Florida, Jordan has parlayed all of his past experience in customer service roles into a successful role at Advanta IRA first as one of our accounting associates and now as a client account manger. He completed his bachelor’s degree in accounting at the University of South Florida and plans to continue there for his master’s in accounting. Jordan is a big lover of sports and spends much of his time playing pick-up basketball with friends.

800.425.0653 ext. 1161

Zack Yates

Accounting Associate

Zack Yates

Accounting Associate

Born in raised in Minnesota, Zack moved to Hillsborough County, Florida with his family in 2015. He graduated from the University of South Florida in 2019 with a Finance Degree. Prior to joining Advanta IRA, Zack worked in the customer service and hospitality industries. He leverages his customer service experience, love for working with people, and genuine desire to be helpful in providing exceptional service to Advanta IRA’s clients. In his free time, Zack enjoys movies, playing music, and learning more about Florida and all that it has to offer.

800.425.0653 ext. 1135