Maurer is one of our most valuable assets. He’s knowledgeable, well-respected in his field, and holds the prestigious certification of Certified IRA Service Professional (CISP). He is also well-known for the engaging events he hosts for our firms.
Tampa, FL (PRWEB) February 04, 2015
Advanta IRA is proud to announce the promotion of long-time employee, Scott Maurer to the position of director of business development. In his new position, he will assist and oversee offices of self-directed IRA firms in Florida (Advanta IRA Services) and in Georgia (Advanta IRA Administration) in continuing to develop and strengthen client and professional relationships across the nation.
Formerly serving as sales and marketing director, Maurer has the unique ability to implement concepts and strategies developed in that position to facilitate plans Advanta IRA has for developing and sustaining new business and professional relationships within the retirement planning world. While the firms do not sell investments or give investment advice, they do hold weekly events at no cost to attendees to teach them about the benefits of self-direction.
Maurer has been settled in his new position for several months now and is already facilitating some of his goals:
- Marketing Advanta IRA’s Client Referral Program and further developing the Advanta IRA University (Advanta U) educational program
- Adding marketing associates to raise the firms’ visibility among the communities they serve
- Continuing to provide top-notch educational events and adding instructional videos on the website
- Partnering with tax and real estate professionals to expand the awareness of self-direction among them and their clients
Maurer is excited about the opportunity this position presents. “I believe in our saying that knowledge is power, control is key, and diversity is essential in building retirement wealth—and that a self-directed IRA offers the ability to achieve those points. My plan is to incorporate those points in our programs and relationships across the board to increase awareness of the potential self-direction holds.”
Jack Callahan is the managing partner of both locations that provide exceptional professional and personal service to clients who own over $700 million in assets in their self directed IRAs. “Maurer is one of our most valuable assets. He’s knowledgeable, well-respected in his field, and holds the prestigious certification of Certified IRA Service Professional (CISP). He is also well-known for the engaging events he hosts for our firms,” says Callahan.
About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs across the nation. Advanta IRA Administration offers a second location in Atlanta, Georgia. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.
About Jack Callahan
Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, 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 the topic of self-directed retirement plans and 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. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.