Set Up Your New Account With A Specialist

Schedule a new account phone appointment with one of our experienced Senior Account Executives, please choose from the calendars listed below and select a day and time that works best for you.

*Existing Clients call between 8 am to 5 pm Monday to Friday, Arizona MST at (602) 899-9396

*Existing Clients call between 8 am to 5 pm Monday to Friday, Arizona MST at (602) 899-9396

Self-Directed IRA Specialists

Available 8 am to 5 pm MST Monday to Friday

Schedule with Ryan Hyde for a New Account Call to set up a Self-Directed IRA.

Ryan Hyde Calendly

Schedule with Ryan

Schedule with Michelle Rodriguez for a New Account Call to set up a Self-Directed IRA.

Ryan Hyde Calendly

Schedule with Michelle

Schedule with Markus Mollica for a New Account Call to set up a Self-Directed IRA.

Grady Brennan

Schedule with Markus

Schedule with Brian Martinez for a New Account Call to set up a Self-Directed IRA.

Grady Brennan

Schedule with Brian

Schedule with Solana Raybon for a New Account Call to set up a Self-Directed IRA.

Schedule with Solana

Schedule with Matt Duffy for a New Account Call to set up a Self-Directed IRA.

Schedule with Matt

Solo 401(k) Specialists

Available 8 am to 5 pm MST Monday to Friday

Schedule with Solana Raybon for a Quick Start Call to set up a new Solo 401(k).

Grady Brennan

Schedule with Solana

Schedule with Ryan Hyde for a Quick Start Call to set up a new Solo 401(k).

Ryan Hyde Calendly

Schedule with Ryan

Schedule with Markus Mollica for a New Account Call to set up a Self-Directed IRA.

Grady Brennan

Schedule with Markus

Schedule with Brian Martinez for a New Account Call to set up a Self-Directed IRA.

Grady Brennan

Schedule with Brian

Business Development

Available 8 am to 5 pm MST Monday to Friday

Schedule a call with our VP, Business Development, Jeff Minnick, CISP, CIP, to see how we can work together.

Schedule with Jeff

Schedule a call with Mark Peck, if you’re an Plan Advisor, Broker-Dealer or Fund Administrator

Schedule with Mark

Schedule a call with our Vice President of Sales and Strategic Relationships, Nate Hare, CISP, RMLO, to see how we can work together.

Schedule with Nate

If you’re a content creator, influencer, educator, CPA, attorney, or other professional, schedule a call with our Executive Director, Client Services, Lindsay Mersino, CISP to see how we can work together.

Schedule with Lindsay