Our Team

Meet the Team

As a self-directed IRA services administrator, Advanta IRA oversees almost $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 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 25 years of retirement planning and customer service experience to Advanta IRA. He earned his accounting degree from the University of South Florida and 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 fishing and enjoying our beautiful waterways with his family on his boat.

800.425.0653 X 1138
Headshot of Advanta IRA's Scott Maurer.

Scott Maurer, JD, CISP

Vice President of Sales
Headshot of Advanta IRA's Scott Maurer.

Scott Maurer, JD, CISP

Vice President of Sales

Scott Maurer, Vice President of Business Development, is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs.

Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him a great perspective of what is possible when people take control of their retirement funds and investing decisions.

On the personal side, Scott walks the walk—utilizing his own self-directed accounts to invest in real estate and start-up companies. 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 X 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

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP).

Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

While his personal investing interest involves various real estate asset classes and private lending, he’s helped hundreds of clients complete thousands of transactions since joining Advanta IRA in 2016. 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 X 2146
Larissa Greene, CISP Business Development Specialist

Larissa Greene, CISP

Director of Education / Business Development Specialist
Larissa Greene, CISP Business Development Specialist

Larissa Greene, CISP

Director of Education / Business Development Specialist

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.

In addition to educating new and seasoned investors on the nearly limitless possibilities for self-directed IRAs and the few rules for investing in alternative investments, she also uses her own retirement funds to lend money to investors for their rental properties. 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 X 1140
Headshot of Advanta IRA's Briana Guevara.

Briana Guevara

Assistant Marketing Manager
Headshot of Advanta IRA's Briana Guevara.

Briana Guevara

Assistant Marketing Manager

Briana is a bilingual Florida native who brings years of digital marketing experience to the Advanta IRA team. She attended St. Petersburg College and the University of South Florida, where she studied English with a concentration in Writing Studies. Before joining Advanta IRA as Assistant Marketing Manager, Briana was a freelance writer, interned at News Channel 8, and worked in the hospitality and accounting fields. Outside work, Briana loves spending time with her family and everything saltwater.

800.425.0653 X 1164
Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Business Development Specialist
Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Business Development Specialist

Reneika Lightbourne is a recognized self-directed IRA expert, a business development professional at Advanta IRA, and a recipient of the esteemed Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Reneika started investing in alternative assets in 2014 and quickly realized the upside of this investment class. In 2017, she implemented self-directed IRA investing and became an Advanta IRA client. She wholeheartedly believes every American should take control of their retirement funds with a self-directed IRA, so she joined the Advanta IRA team to spread the word. With a passion for a diversified portfolio, Reneika has invested in private equity, real estate, digital assets, and private lending.

Reneika keenly educates clients on tax-sheltered techniques to help them have creative control over investment opportunities to secure a better retirement. As a trainer and speaker, Reneika works with financial advisors, CPAs, and real estate professionals on the rules that govern SDIRAs and employer-sponsored retirement plans. Additionally, Reneika is an avid sports and art lover, an active investor, and enjoys spending time with family.

800.425.0653 X 1133
Headshot of Kendra Lubinski

Kendra Lubinski

Sales Support Specialist
Headshot of Kendra Lubinski

Kendra Lubinski

Sales Support Specialist

Originally from Ohio, Kendra spent her formative years there before relocating with her family to Florida, first in Fort Lauderdale and then setting down roots in the Tampa Bay area. Kendra has a degree in education, several business licenses, and years of experience in health insurance sales and various customer service positions. Currently serving as a Sales Support Specialist for Advanta IRA, Kendra draws upon this diverse background to excel in her role. Outside work, she loves soaking up the Florida sun, indulging in baking adventures, and exploring everything related to shopping.

800.425.0653 X 1172
Headshot of Eric McMiller

Eric McMiller

Sales Support Specialist
Headshot of Eric McMiller

Eric McMiller

Sales Support Specialist

In his current role as a Sales Support Specialist at Advanta IRA, Eric leverages over nine years of experience to help clients achieve their retirement goals. His career took root in the financial district of New York City, where he earned Series 6 and Series 63 investment licenses working for JPMorgan Chase. Eric possesses a robust skill set. His experience includes working at a self-directed trading company, where he aided clients in navigating proprietary software trading products. Outside of work, he finds joy in spending time with his family and his Siberian Forest cat.

800.425.0653 X 1141
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 business 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 X 1108
Headshot of Alex Perny

Alex Perny, CISP

Business Development Specialist
Headshot of Alex Perny

Alex Perny, CISP

Business Development Specialist

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He holds the designation of Certified IRA Services Professional (CISP). He is a self-described policy geek who loves diving deep to learn about the rules, regulations, and technical aspects of self-directed IRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands of clients invest in precious metals, real estate syndications, private stock offerings, promissory notes, and countless other alternative assets. As an expert in his field, he has spoken to thousands of investors across the country about using retirement plans to invest outside of the stock market.

Alex believes so strongly in this strategy that he self-directs his own retirement and health savings plans to invest in real estate and private equity. 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 X 1143
Headshot of Advanta IRA's Dimitri Radevski.

Dimitri Radevski

Sales Support Specialist
Headshot of Advanta IRA's Dimitri Radevski.

Dimitri Radevski

Sales Support Specialist

Originally from Pittsburgh, PA, Dimitri moved to Clearwater in 2021. He graduated from the University of Pittsburgh at Greensburg with a degree in Business Administration. While Dimitri has worked in many industries throughout his career, customer service has always been his focal point. As a Sales Support Specialist, he uses those experiences and skillsets to help Advanta IRA’s clients succeed as investors. Dimitri is a huge soccer fan—having played it his whole life—and loves Pittsburgh sports teams. He also embraces the Florida lifestyle by soaking up the sun, biking, kayaking, or going to the beach.

800.425.0653 ext. 4091
Headshot of Advanta IRA's Ramius Stiehler.

Ramius Stiehler

Sales Support Specialist
Headshot of Advanta IRA's Ramius Stiehler.

Ramius Stiehler

Sales Support Specialist

Ramius is a Florida native and graduated from the University of Florida, where he earned a bachelor's degree in business administration and a master’s degree in international business. His past roles in various industries honed his interpersonal communication skills, leaving him eager to put these to use with Advanta IRA. Currently, as a sales support specialist, Ramius utilizes his diverse skill set to deliver excellent customer service to facilitate client success. Outside of work, Ramius enjoys playing soccer and has done so professionally in the Tampa Bay area and abroad for teams including the Tampa Bay Strikers and the US Virgin Island Men’s National Team.

800.425.0653 ext. 1177

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 X 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. Before 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 X 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, attention to detail, and 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, MBA, CISP

Accounting Operations Manager
Advanta IRA Maria Almonte

Maria Almonte, MBA, 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 to lead her team to deliver excellent customer service to Advanta IRA’s clients. Maria loves spending time with her family and friends in her free time.

800.425.0653 X 1124
Deanna DiStaso of Advanta IRA

Deanna DiStaso

Sr. Accounting Associate
Deanna DiStaso of Advanta IRA

Deanna DiStaso

Sr. Accounting Associate

Born and raised in Pinellas County, Florida, Deanna has a bachelor's degree in Accounting from the University of South Florida, Saint Petersburg. She joined Advanta IRA's accounting department, using her knowledge and experience from her volunteer work and prior job experiences to deliver excellent service to Advanta IRA clients. Deanna loves getting together with family and friends and taking her Pittie, Dani, off-roading.

800.425.0653 X 1130
Kali Clouette of Advanta IRA

Kali Clouette, PHR

Operations Development Specialist
Kali Clouette of Advanta IRA

Kali Clouette, PHR

Operations Development Specialist

Kali is a Massachusetts native who lived in the Midwest before moving to Pinellas County, Florida. She earned her bachelor's degree in Psychology and holds a Professional in Human Resources (PHR) certification. She has 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 nationwide. Kali combines her experiences and knowledge as Advanta IRA's Operating Development Specialist. In her free time, Kali enjoys crocheting, outdoor activities, and time with family.

800-425-0653 X 1127
Haley Foley of Advanta IRA

Haley Foley

Accounting Associate
Haley Foley of Advanta IRA

Haley Foley

Accounting Associate

Born and raised in Tampa Bay, Haley returned to St. Petersburg, FL, in 2020. She is finishing her studies at the University of South Florida, where she will earn her bachelor’s degree in political theory. Haley brings her years of experience in the education and hospitality industries to her role as an Accounting Associate by assisting clients to navigate and master new information. Outside work, she enjoys baking, reading, and spending time in the Ballet Studio.

800-425-0653 X 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 X 1146
Headshot of Amarildo Kokoneshi

Rildo Kokoneshi

Accounting Associate
Headshot of Amarildo Kokoneshi

Rildo Kokoneshi

Accounting Associate

Rildo journeyed from Europe to the U.S. in 2003, choosing to call the Tampa Bay area home. He is a dedicated and seasoned customer service professional with over fourteen years of experience, including five years at a top financial institution. Fueled by an entrepreneurial mindset, he thrives on delivering exceptional service, building lasting relationships, and seeking innovative solutions. Rildo brings his unique blend of skills, passion, positivity, professionalism, and dedication to his role as an Accounting Associate on the Advanta IRA team. Beyond the office, his love for an active lifestyle and nature fuels his energy, with a commitment to fitness, sports, and the great outdoors.

800.425.0653 X 1165
Headshot of Advanta IRA's Ian Luquer.

Ian Luquer

Accounting Associate
Headshot of Advanta IRA's Ian Luquer.

Ian Luquer

Accounting Associate

Originally from Long Island, New York, Ian is a recent Florida transplant. Ian has his bachelor’s degree in accounting from the University at Albany in Albany, NY. Ian honed his customer service experience by working in the restaurant industry throughout high school and college. As an Accounting Associate at Advanta IRA, he is pleased to combine his educational background in accounting with his customer service experience. In his spare time, he likes to read, go to the beach, and spend time with friends, family, and his girlfriend.

800.425.0653 X 1135
Aja Nakai is an Administrative Assistant for Advanta IRA

Aja Nakai

Administrative Assistant
Aja Nakai is an Administrative Assistant for Advanta IRA

Aja Nakai

Administrative Assistant

Aja, originally born in Seoul, South Korea, experienced a childhood that spanned several countries, ultimately leading her to Durango, Colorado, for her high school years. Her educational journey continued at Colorado State University, where she earned a bachelor's degree in sociology, with a concentration in criminal justice and a minor in Pre-Law. She was seeking a fresh start and the allure of the beach, so she relocated to the Tampa Bay area. Leveraging her extensive customer service background from the restaurant industry, Aja now works as an Administrative Assistant at Advanta IRA. Outside of work, she loves baking, traveling, and spending time with friends.

800.425.0653 X 1131
Headshot of Advanta IRA's Izabella Saitta.

Izabella Saitta

Administrative Assistant
Headshot of Advanta IRA's Izabella Saitta.

Izabella Saitta

Administrative Assistant

Izabella is a Pinellas County native and a graduate of Seminole High School. She has always had an entrepreneurial spirit with experiences that include building and selling a successful cleaning business at the age of 23 and nearly a decade in the title, real estate investing, and property management industries. As Advanta IRA’s Administrative Assistant, Izabella combines her various experiences with a passion for problem-solving to assist her teammates and Advanta IRA’s clients. In her spare time, she enjoys spending quality time with her daughter, reading, and cooking, and she is an active member of her church.

800.425.0653 X 1146
Shelby Stokking Advanta IRA

Shelby Stokking

Accounting Associate
Shelby Stokking Advanta IRA

Shelby Stokking

Accounting Associate

Native to the Sunshine State, Shelby relocated from Orlando to Clearwater in the fall of 2018. Prior to joining Advanta IRA, she fulfilled various customer service and administrative assistant positions. With her long-standing experience in meeting client needs, Shelby uses her positive attitude and skillset to establish strong connections with each Advanta IRA client, ensuring they feel appreciated and accomplish their goals. In her free time, Shelby likes to take her furry friend, Gizmo, to the park, read, and spend quality time with loved ones.

800.425.0653 X 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 has educated thousands on self-directed retirement plans and has taught continuing education courses 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.