“I’m excited to be a part of the Advanta IRA team,” says Blick, “and I look forward to being a supportive resource for the business and its employees.”
(PRWEB) November 21, 2014
Marcy Blick has been hired as the new human resource associate for Advanta IRA. She brings 12 years of prior human resource management experience to the growing self-directed retirement plan administrator.
AdvantaIRA Trust in Ft. Myers, Florida, is a self-directed retirement plan administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible. The staff at Advanta IRA hold themselves at a very high standard in providing personal, professional service to their clients across the nation. Marcy Blick will assist the human resources division of the company in ensuring both personal and professional elements are in place as the company grows to accommodate a broad and diverse client base.
Blick is originally from Muscatine, Iowa. She graduated from St. Ambrose University with her bachelor’s degree in business administration with a concentration in human resources. She received her human resource designation from the Human Resource Certification Institute. At Advanta IRA she will perform multiple duties including managing the human resource information system, assisting with employee development and training initiatives, and recruiting the most talented employees.
Blick moved to Florida from Iowa two years ago and is happy about her new position with Advanta IRA. “I’m excited to be a part of the Advanta IRA team,” says Blick, “and I look forward to being a supportive resource for the business and its employees.” She started her position in late September and has already been implementing strategies to improve the company’s effectiveness. The staff at AdvantaIRA Trust is pleased to have her on board!
About AdvantaIRA Trust
AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control. AdvantaIRA Trust, LLC, is headquartered in Fort Myers, Florida and has been serving clients across the nation since was established in 2003. Its parent company started in 1994 as a real estate tax specialty office. The Fort Myers location is the corporate office of AdvantaIRA Trust’s locations, which include Miami and Gainesville, Florida, and Newton, Massachusetts. Managing Partner Dave Owens, CPA, CES®, oversees all transactions and compliance matters from this office. The Fort Myers asset base is real estate and their unique and extensive experience has made the firm a leader in teaching distinctive tax-free strategies. This office also provides the services of 1031 exchanges to its clients.
About Dave Owens
Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a bachelor or science in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist® (CES®) designation through the Federation of Exchange Accommodators.