“This is really a great time for Midland IRA. We have a lot going on right now and I feel our plan is not only positive but an integral part of our core values and exceptional client service.”
FORT MYERS, Fla. (PRWEB) May 29, 2017
Due to the planned and achieved growth of Midland IRA over the past year, the self-directed retirement plan firm is pleased to announce new hires and employee promotions among senior management. These changes have been implemented relevant to IRA and 1031 exchange service divisions in their Ft. Myers, Florida and Chicago, Illinois locations.
The firm serves clients across the nation who hold over $1 billion in assets in self-directed retirement plans. These accounts allow owners total control in choosing their own assets to increase the wealth-building potential in their portfolios. Self-directed plans allow alternative investments such as real estate, precious metals, private equity, hedge funds, forex, and more.
Midland is also a qualified intermediary for 1031 exchanges. These transactions allow investors to buy and sell investment property without incurring capital gains tax.
Midland is committed not only to providing exceptional client service, but also to nurturing and developing team members to the best of their abilities. The company is excited to announce the following advancements of essential staff who are critical in ensuring the operational goals of the company are achieved.
Brandon Hall, as the executive vice president and chief operating officer, is to oversee the operation departments including client services, accounting, and compliance. His experience makes him a powerful fit for this position and the team is happy to welcome him to this additional role.
Amanda Bermudez has been promoted to senior vice president, but is to also continue as the client services manager. She is responsible for managing the Chicago office. Bermudez has been with the firm for over eight years. Midland is excited to have her assume the responsibility of running this part of operations and the Chicago office.
Rita Woods has been promoted from senior associate to client services supervisor to assist Bermudez with overseeing the department. Both women are eager to ensure the firm continues providing exceptional client services.
Warren Fountaine, has accepted the position of senior vice president, but is to continue his role as assistant CFO in managing and overseeing corporate accounting and trust accounting.
Theresa Knower, CES®, is to continue overseeing all 1031 exchange operations. Her expertise is critical to develop and facilitate Midland’s plans to continue expanding the growth of the department.
“This is really a great time for Midland IRA,” states Dave Owens, president and CEO. “We have a lot going on right now and I feel our plan is not only positive but an integral part of our core values and exceptional client service.”
Owens promises more important announcements are forthcoming.
About Midland IRA
Midland IRA is a self-directed IRA administrator that provides service to clients who prefer to choose their own assets in their retirement plans. As a leader in the industry, the firm makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control. Midland IRA is also a 1031 exchange qualified intermediary with Certified Exchange Specialists® on staff to assist the unique needs of all investors.
Midland recently formed a trust company to better serve clients in fiduciary matters relevant to wealth and asset management. As such, Midland Trust Company is committed and proud to act in the best interest of each client to meet their individual goals.
To learn more visit www(dot)MidlandIRA(dot)com.