“I am passionate about educating people on the numerous investment opportunities the self-directed IRA industry has to offer, and I look forward to the challenges ahead as I join the team at AdvantaIRA Trust.”
Fort Myers, FL (PRWEB) March 21, 2015
AdvantaIRA Trust, headquartered in Fort Myers, hires new associate, Emily Meinke. She brings 10 years of experience to the growing self-directed IRA administrator.
AdvantaIRA Trust 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 in their retirement accounts. The company sets a high standard in providing personal, professional service to their clients across the nation. Emily Meinke will learn all aspects of the company and begins her position processing transactions.
Meinke is originally from Mason, Michigan, where she graduated from Michigan State University with her bachelors of science degree in psychology. In Michigan she worked for a self-directed IRA administrator for 8 years. Looking for a change of scenery, Meinke moved to Texas where she spent another 2 years working in the self-directed IRA industry where she received her Certified IRA Services Professional (CISP) certification from the Institute of Certified Bankers.
In July of 2014 Meinke moved to Fort Myers, Florida, where she later applied for a job at AdvantaIRA Trust. With 10 years of self-directed IRA experience, she was a perfect fit for the position. When asked about how she felt about starting her new job Meinke replied, “I am passionate about educating people on the numerous investment opportunities the self-directed IRA industry has to offer, and I look forward to the challenges ahead as I join the team at AdvantaIRA Trust.” The staff is pleased to welcome Meinke on board!
For more information about Advanta IRA and how to open a self-directed retirement plan, please visit www(dot)advantaIRA(dot)com.
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 of science in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist® (CES®) designation through the Federation of Exchange Accommodators.