Our Team

Meet the Team

As a self-directed IRA services custodian, Advanta IRA oversees over $2 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

Rachel Allen Account Manager Advanta IRA

Rachel Allen

Client Account Manager
Rachel Allen Account Manager Advanta IRA

Rachel Allen

Client Account Manager

Rachel was born in Richmond, Virginia, and raised in New Port Richey, Florida. She worked in various customer service roles prior to and while pursuing her business administration degree from St. Petersburg College. Two of Rachel’s passions are learning and helping others. As a client account manager with Advanta IRA, she combines these passions by helping her clients discover unique investing opportunities that will help them reach their financial goals. In her free time, Rachel enjoys spending time with friends and family, playing the cello, and reading.

800.425.0653 ext. 1163
Advanta IRA Maria Almonte

Maria Almonte, CISP

Senior Accounting Associate
Advanta IRA Maria Almonte

Maria Almonte, CISP

Senior Accounting Associate

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 and quickly ascended from intern to senior accounting associate. Maria hold the designation of Certified IRA Services Professional (CISP) and works exceptionally hard 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
Jack Callahan Advanta IRA

Jack Callahan, JD

Founder and CEO
Jack Callahan Advanta IRA

Jack Callahan, JD

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
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
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
Garrison Davis Account Manager Advanta IRA

Garrison Davis

Client Account Manager
Garrison Davis Account Manager Advanta IRA

Garrison Davis

Client Account Manager

Originally from central North Carolina, Garrison moved to the Florida panhandle in 2020 before eventually making his way to St Petersburg. In 2016, he graduated from the University of North Carolina at Pembroke and has spent the last several years in the financial services industry specializing in both consumer and commercial lending. As a Client Account Manager with Advanta IRA, Garrison uses his financial industry knowledge to provide excellent customer service for those looking to self-direct their retirement funds. In his free time, Garrison enjoys playing a round of golf, spending a day at the beach, and reading about history.

800.425.0653 ext. 1167
Jorge Diaz Account Manager with Advanta IRA

Jorge Diaz

Client Account Manager
Jorge Diaz Account Manager with Advanta IRA

Jorge Diaz

Client Account Manager

Jorge is a Florida native who lived in Miami and Tampa before settling in Largo with his family, where he grew up. He moved away to Liberty, Missouri, to play football at William Jewell College, where he graduated with a bachelor’s in science in Accounting and Business Administration. Jorge shares an entrepreneurial spirit like many of our clients, which helps him excel at delivering exceptional customer service to our clients looking to invest outside of the stock market. When Jorge is not at work, he enjoys fishing with family and friends and traveling.

800.425.0653 ext. 1125
Deanna DiStaso Advanta IRA

Deanna DiStaso

Accounting Associate
Deanna DiStaso Advanta IRA

Deanna DiStaso

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 as an accounting associate 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
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
Stephanie Fuetterer of Advanta IRA

Stephanie Fuetterer, CISP

Client Account Manager
Stephanie Fuetterer of Advanta IRA

Stephanie Fuetterer, CISP

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 and is currently pursuing her master’s degree in accounting at USF, as well. She also holds the designation of Certified IRA Services Professional (CISP). Stephanie started with Advanta IRA in 2018 and 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
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 recently relocated to Florida from Pennsylvania with her husband and youngest daughter.  Prior to moving to Florida, Amy worked as an administrative assistant for 13 plus years in a catholic school where her 3 children attended.  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
Eric Golub Account Manager Advanta IRA

Eric Golub

Client Account Manager
Eric Golub Account Manager Advanta IRA

Eric Golub

Client Account Manager

Eric was born in Ohio but grew up in the San Francisco area, where he got his start in the financial field working with mutual fund giant Franklin Templeton. His interests and research into alternative investments led him to the self-directed IRA field, where he gained experience assisting both self-directed investors and investment providers. Eric has also lived in Hawaii and Japan but recently moved to Florida to be near his elderly dad. He enjoys walking the Pinellas Trail, birdwatching, and is a musician and recording artist on violin and other string instruments, playing many musical styles.

800.425.0653 ext. 1170
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
Hayden Harker Advanta IRA

Hayden Harker

Administrative Assistant
Hayden Harker Advanta IRA

Hayden Harker

Administrative Assistant

Born and raised in the Bay Area of California, Hayden moved to Florida in 2022 for a change of scenery. She is wrapping up her studies at San Francisco State University, where she will earn her bachelor's degree in psychology with a minor in communication. With years of experience in the restaurant industry holding various management positions, delivering excellent customer service is at her core. She brings that to her role as Advanta IRA's administrative assistant. Outside of work, she enjoys going to the beach, playing the guitar, and spending time with people who are important to her.

800.425.0653 ext. 1109
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
Tiffany Jordan of Advanta IRA

Tiffany Jordan, CISP

Client Account Manager
Tiffany Jordan of Advanta IRA

Tiffany Jordan, CISP

Client Account Manager

Jordan is originally from Texas, she moved to Florida after leaving the Navy, and is happily soaking up the sunshine state. She is currently pursuing her Bachelor's degree and has her designation of Certified IRA Services Professional (CISP). Jordan is passionate about building strong relationships with her clients and exceeding their customer service expectations. She enjoys going to the beach with her Great Dane, Selene, and traveling to new cities.

800.425.0653 ext. 1129
Robert Koerner Advanta IRA

Bo Koerner, CISP

Director of Operations
Robert Koerner Advanta IRA

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
Brett Lawton Advanta IRA

Brett Lawton, CISP

Client Account Manager
Brett Lawton Advanta IRA

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, 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
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
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 Advanta IRA

Courtney Maxa, CISP

Operations Team Manager
Courtney Maxa Advanta IRA

Courtney Maxa, CISP

Operations Team Manager

A sunny Florida native, a graduate of St. Petersburg College and a Certified IRA Services Professional (CISP), Courtney began working with Advanta IRA in 2015 in the accounting department, then transitioned to client account manager where she managed clients’ IRAs and assisted in making investments with their retirement funds. Courtney now oversees a team of client account managers where she provides guidance and support to help them provide concierge-level support to their clients. In her free time, she enjoys cooking and spending time with her family and her corgi.

800.425.0653 ext. 1154
Mark Merolli Account Manager with Advanta IRA

Mark Merolli

Client Account Manager
Mark Merolli Account Manager with Advanta IRA

Mark Merolli

Client Account Manager

Mark was born in Philadelphia and graduated from the University of Dayton with a bachelor’s in finance. After graduation, Mark moved to the St. Peterburg area, where he worked for Wellington Shields, as a stockbroker, for most of his career. He has also owned two businesses in the Tampa Bay area, but his passion for investing and economics led him back to working in the financial sector with Advanta IRA. Away from work, Mark enjoys spending time with his wife and dogs, playing soccer, and going to concerts.

800.425.0653 ext. 1169
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
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
Skip Pryce Account Manager with Advanta IRA

Skip Pryce

Client Account Manager
Skip Pryce Account Manager with Advanta IRA

Skip Pryce

Client Account Manager

Originally from New York, Skip moved to Tampa, FL, for high school and then to CA to play football for San Diego State University. An injury ended his football career, but not his love for sports and competition. He spent ten years in San Diego working at a private golf club and for a sports consulting agency that helped build brand relationships with sponsors of the PGA Tour. Now back in the Tampa Bay area, Skip is pursuing his bachelor’s in business administration with a minor in financial services at St. Petersburg College. Skip loves making connections with people and providing an excellent level of service in everything he does. Still an avid sports fan, he enjoys the outdoors, reading, playing golf, and trying out new restaurants with family and friends in his free time.

800.425.0653 ext. 1126
Jason Smith Advanta IRA

Jason Smith, CISP

Operations Team Manager
Jason Smith Advanta IRA

Jason Smith, CISP

Operations Team 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 experience working with diverse management styles and adapting to changing environments to help him succeed in his current role as operations team manager. Jason leads a team of client account managers who deliver impeccable service to their clients. 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
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
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