Our Team

Meet the Team

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

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
Advanta IRA Jack Callahan

Jack Callahan, JD

Founder and CEO
Advanta IRA Jack Callahan

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

Corey Daharsh, CISP

Business Development Specialist
Corey Daharsh

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
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 Advanta IRA

Stephanie Fuetterer, CISP

Client Account Manager
Stephanie 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 with a bachelor’s degree in psychology and is currently pursuing her master’s degree in accounting at USF, as well. Stephanie also holds the designation of Certified IRA Services Professional (CISP). 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
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
Stephen Advanta IRA

Stephen Garcia

Client Account Manager
Stephen Advanta IRA

Stephen Garcia

Client Account Manager

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. He uses his extensive accounting background to provide exceptional customer service as a client account manager. 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
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 Advanta IRA

Tiffany Jordan

Client Account Manager
Tiffany Advanta IRA

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
Savanna Kien Advanta IRA

Savanna Kien

Accounting Associate
Savanna Kien Advanta IRA

Savanna Kien

Accounting Associate

Savanna was born in Iowa, but moved to Florida when she was four. She joined Advanta IRA as an intern and graduated from USF with a BS in Quantitative Economics and a minor in Urban Studies. As an accounting associate, she leverages her customer service experience and her accounting knowhow to provide exceptional customer service to Advanta IRA's clients. In her free time, Savanna enjoys paddle boarding and kayaking.

800.425.0653 ext. 1156
Jason Advanta IRA

Jason Klein

Client Account Manager
Jason Advanta IRA

Jason Klein

Client Account Manager

Born and raised in the Metro Atlanta Area, Jason graduated from Kennesaw State University with a bachelor’s degree in Finance. Jason leverages his past customer service experience for his role as Client Account Manager at Advanta IRA. Jason prides himself in providing superior customer service to all his clients. Jason is an avid Atlanta Braves fan and enjoys playing golf and spending time outdoors in his free time.

800.425.0653 ext. 1163
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, CISP

Business Development Specialist

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
Clay Malcolm Advanta IRA

Clay Malcolm, CISP

Business Development Specialist
Clay Malcolm Advanta IRA

Clay Malcolm, CISP

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 holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and 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 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
Lindsey Advanta IRA

Lindsey Merrill

Assistant Digital Marketing Manager
Lindsey Advanta IRA

Lindsey Merrill

Assistant Digital Marketing Manager

Lindsey was born and raised in St. Petersburg, FL, and attended college in Virginia, where she graduated with a bachelor’s in graphic design with a minor in Psychology. Lindsey has an extensive background in design and marketing, working with non-profits and in real estate. She uses her experience to help create the best customer experience possible on Advanta IRA’s digital, social, and print platforms. In her spare time, Lindsey enjoys spending time with friends and family at the beach and with her Boston Terrier, Finnley.

800.425.0653 ext. 1164
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

Operations Team Manager
Advanta IRA Jason Smith

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
Brittany Stonebraker Advanta IRA

Brittany Stonebraker

Accounting Associate
Brittany Stonebraker Advanta IRA

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
Ron Advanta IRA

Ron Teed

Client Account Manager
Ron Advanta IRA

Ron Teed

Client Account Manager

Ron was born and raised in a small town in Upstate New York, graduated from Oberlin College, and lived in Denver, Colorado for years before settling in Florida. Ron uses his extensive background in customer service, operations, accounting for the retirement plan services to provide excellent service as a Client Account Manager for Advanta IRA. In his free time, Ron enjoys reading, travel, going to shows, concerts, camping, kayaking, and anything outdoors while spending time with friends and family.

800.425.0653 ext. 1162
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
Zach yates Advanta IRA

Zack Yates

Client Account Manager
Zach yates Advanta IRA

Zack Yates

Client Account Manager

Born and 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