Set Up Your New Account With A Specialist

To schedule a new account phone appointment with one of our experienced Senior Account Executives regarding a Self-Directed IRA, Crypto IRA, or Solo 401(k). 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

Self-Directed IRA or Crypto IRA Specialists

Available 8 am to 5 pm MST Monday to Friday

With Jay Briggs for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

scheduleJay_96x96

Schedule with Jay

With Ryan Hyde for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

Ryan Hyde Calendly

Schedule with Ryan

With Jessica Zientarski for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

Jessica Zientarski

Schedule with Jessica

With Joanna Garzilli for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

Schedule with Joanna

With Matt Duffy for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

mattDuffy_small

Schedule with Matt

With Bree Patton for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

breePatton_bw

Schedule with Bree

With Grady Brennan for a Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.

Grady Brennan

Schedule with Grady

With Solana Raybon for a Quick Start Call to set up a new Self-Directed IRA, or Crypto IRA.

12Asset 4

Schedule with Solana

Solo 401(k) Specialists

Available 8 am to 5 pm MST Monday to Friday

With Grady Brennan for a Quick Start Call to set up a new Solo 401(k).

Jessica Zientarski

Schedule with Grady

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

Grady Brennan

Schedule with Solana

Business Development

Available 8 am to 5 pm MST Monday to Friday

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

Schedule with Jeff