Our Team

Meet the Team

As a self-directed IRA services administrator, Advanta IRA oversees over $2.5 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 is hiring! Are you interested in joining our team? Check out our job openings here

Leadership Team

Robert Koerner Advanta IRA

Bo Koerner, CISP

Chief Operations Officer
Robert Koerner Advanta IRA

Bo Koerner, CISP

Chief Operations Officer

Bo brings nearly 25 years of retirement planning and customer service experience to Advanta IRA. He earned his accounting degree from the University of South Florida and worked started his career at Transamerica Mutual Funds where he provided invaluable support to clients. Bo joined Advanta IRA in 2009 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. As Advanta IRA's COO, Bo 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 Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Vice President of Sales
Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Vice President of Sales

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), leads Advanta IRA's Business Development team, and delivers engaging seminars and webinars that educate people 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
Advanta IRA Rachael Moore

Rachael Moore, MBA

Vice President of Marketing
Advanta IRA Rachael Moore

Rachael Moore, MBA

Vice President of Marketing

Rachael is a proud graduate of the University of Florida and holds an MBA from Emory University. With thirty years of experience in sales and marketing, Rachael leads Advanta IRA's marketing team by creating strategies and campaigns that drive awareness of self-directed investing and Advanta IRA's role as a leader in this space. In her free time, she travels with her family, practices yoga, and is an avid reader.

800.425.0653 ext. 1149

Business Development & Marketing Team

Corey Daharsh Advanta IRA

Corey Daharsh, CISP

Business Development Specialist
Corey Daharsh Advanta IRA

Corey Daharsh, CISP

Business Development Specialist

Born and raised in central Florida, Corey is a graduate of the University of South Florida. He worked in the finance and banking industry for several years before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise as he educates investors on the power of self-directed accounts in the Carolina/Tennessee region. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs.

800.425.0653 ext. 2146
Larissa Greene Advanta IRA

Larissa Greene, CISP

Director of Education / Business Development Specialist
Larissa Greene Advanta IRA

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
Reneika Lightbourne, CISP

Reneika Lightbourne, CISP

Business Development Specialist
Reneika Lightbourne, CISP

Reneika Lightbourne, CISP

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 earned her MBA from the University of Phoenix and holds the designation of Certified IRA Services Professional (CISP). 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
Ellen Palmer Advanta IRA

Ellen Palmer, CISP

Business Development Specialist
Ellen Palmer Advanta IRA

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
Alex Perny of Advanta IRA

Alex Perny, CISP

Business Development Specialist
Alex Perny of Advanta IRA

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
Shay Thomas Business Development Specialist with Advanta IRA

Shay Thomas

Business Development Specialist
Shay Thomas Business Development Specialist with Advanta IRA

Shay Thomas

Business Development Specialist

Originally from the Bronx, Shay and his family moved to the Atlanta area when he was ten years old. He graduated from Georgia State University with a degree in psychology in 2017. Shay started his career working in software sales for an appraisal management company. While a career in sales was never on his radar, his natural curiosity and desire to help people achieve their goals led him to Advanta IRA as a Business Development Specialist. In his spare time, he enjoys watching basketball, spending time with family and friends, trying out new restaurants, and exploring Atlanta.

800.425.0653 ext. 1149

Account Management Team

Operations Team

Advanta IRA Nicole Lobmaster

Nicole Lobmaster, CISP

Corporate Accounting Manager
Advanta IRA Nicole Lobmaster

Nicole Lobmaster, CISP

Corporate Accounting 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 our Corporate Accounting 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 team. In her free time, she thoroughly enjoys attending concerts and adventurous camping trips.

800.425.0653 ext. 1153
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Project Manager
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Project 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 operations and key projects offering experience, advice, and insight to ensure success. Paul holds the designation of Certified IRA Services Professional (CISP). In his free time, he enjoys traveling, playing sports, and spending time with his family and friends.

800.425.0653 ext. 1142
Brett Lawton Advanta IRA

Brett Lawton, CISP

Transaction Manager
Brett Lawton Advanta IRA

Brett Lawton, CISP

Transaction Manager

Brett was born in Baltimore, Maryland and was raised in Clearwater, Florida. Shortly after graduating from Florida State University he started with Advanta IRA as an accounting associate and quickly ascended to the Client Account Manager role. As a Certified IRA Services Professional (CISP), Brett leverages his experience, his attention to detail, and his can-do attitude as Advanta IRA's Transaction Manager. In his free time, he enjoys playing basketball, going to the beach, and golfing.

800.425.0653 ext. 1128
Advanta IRA Maria Almonte

Maria Almonte, CISP

Accounting Operations Manager
Advanta IRA Maria Almonte

Maria Almonte, CISP

Accounting Operations Manager

Maria was born in Santo Domingo, Dominican Republic and moved to Pinellas County at the age of five. She joined Advanta IRA as an intern and has since completed her Bachelor of Science in Accounting and Finance and her MBA at the University of South Florida. Maria holds the designation of Certified IRA Services Professional (CISP) and works exceptionally hard in leading her team 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
Deanna DiStaso Advanta IRA

Deanna DiStaso

Sr. Accounting Associate
Deanna DiStaso Advanta IRA

Deanna DiStaso

Sr. Accounting Associate

Born and raised in Pinellas County, Florida, Deanna, has a Bachelors degree in Accounting from University of South Florida, Saint Petersburg. She joined Advanta IRA's accounting department where she uses her knowledge and experience from  her volunteer work and prior job experiences to deliver excellent service to Advanta IRA clients. In her free time, Deanna loves to stay in with family and friends and take her Pittie, Dani, off-roading.

800.425.0653 ext. 1130
Kali Clouette Advanta IRA

Kali Clouette

Accounting Associate
Kali Clouette Advanta IRA

Kali Clouette

Accounting Associate

Kali is a Massachusetts native who spent time living in the mid-west before coming to Pinellas County, Florida. After earning her bachelor's degree in Psychology, she worked in various human resources roles to support aspiring entrepreneurs' small business growth. Those positions led her to start a bookkeeping and consulting firm that provides services to small businesses across the country. Kali is excited to use her skills and knowledge as an accounting associate at Advanta IRA to help clients reach their retirement goals. In her free time, Kali enjoys crochet, outdoor activities, and time with family.

800-425-0653 ext. 1127
Haley Foley Advanta IRA

Haley Foley

Accounting Associate
Haley Foley Advanta IRA

Haley Foley

Accounting Associate

Haley Foley is an ambitious and focused accounting associate with a passion for people. A USF political science student, Haley aspires to continue her education in Law and pursue a career in human rights. Her experience working in hospitality with Disney, Universal Studios, and The Florida Aquarium provided the foundation for her high standards in delivering excellent customer service in all client interactions. Outside of work, Haley is a trained ballet dancer and bookworm, spending most of her time in the dance studio or curled up with a mystery novel.

800-425-0653 ext. 1136
Amy Gallagher of Advanta IRA

Amy Gallagher

Accounting Associate
Amy Gallagher of Advanta IRA

Amy Gallagher

Accounting Associate

Amy Gallagher is a detail oriented accounting associate who relocated to Florida from Pennsylvania with her husband and youngest daughter. Amy has nearly two decades of administrative support experience in schools and with Advanta IRA. Her attention to detail and passion for helping others made her an asset to her school. In her spare time, Amy loves spending time at the beach with family and friends and hanging out relaxing with her dogs.

800-425-0653 ext. 1146
Shelby Stokking Advanta IRA

Shelby Stokking

Accounting Associate
Shelby Stokking Advanta IRA

Shelby Stokking

Accounting Associate

Born and raised in Florida, Shelby, is pursuing her degree in cybersecurity at St. Petersburg College. Before joining Advanta IRA Shelby held various positions in customer service and as an administrative assistant. Shelby is people-oriented and excited to use her skillset to connect with and ensure each Advanta IRA client feels valued and meets their goals. In her free time, Shelby enjoys taking her dog, Gizmo, to the park, reading, and spending time with family and friends.

800.425.0653 ext. 1161

Our Founder

Jack Callahan Advanta IRAJack Callahan, JD, CFP

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.