Why Choose Directed IRA by
Directed Trust Company

Self-Direct Your IRA. Invest in What You Know.
Take Control of Your Retirement™.

For Self-Directed Investors By
Self-Directed Investors

You can trust our business structure

VISION STATEMENT

To be the leader in the self-directed retirement industry by offering alternative investment capability with unmatched expertise, professionalism, and care. We will take advantage of opportunities where we have a strategic advantage in the retirement or trust industry. We will always be the company we would use for our own accounts.

COMPANY INFO

  • Our Officers and Board of Directors all self-direct their retirement. We approach our business from the standpoint of the self-directed investor
  • Regulated Trust Company by the Arizona Department of Insurance and Financial Institutions
  • We follow strict capital requirements required by licensed financial institutions
  • Annual outside audits by third-party CPAs
  • Regular examinations by our banking department regulators
  • Financial institution insurance and bonding
  • Member American Bankers Association

Why Work With
Directed IRA?

Founded by two leading tax attorneys in the self-directed retirement industry.

Mat Sorensen

Founder and CEO of Directed IRA & Directed Trust Company, is an attorney, best-selling author, and a national speaker and expert on self-directed retirement accounts.

Mat has been at the forefront of the self-directed IRA industry since 2006. He wrote The Self-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 30,000 copies.

Mat is also a VIP Contributor at Entrepreneur and has been cited, referenced, or quoted by the Wall Street Journal, Forbes, and The Guardian on self-directed topics.

Mark Kohler

Founder and CFO, is an attorney, CPA, and best-selling author of 4 books (3 of which have chapters on self-directed IRAs).

Mark is a regular commentator on network television on tax, retirement, and legal topics. He is a top-rated podcast host, national speaker, and personal and small business tax and legal expert.

He helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory, and financial laws to greater success and wealth.

Executive & Management Team

Kyle McMillan

EVP, Accounting & Finance

Kyle McMillan

Kyle manages the trust accounting and investment processing teams at Directed IRA. Kyle worked for two years as the Controller at Kyler Kohler Ostermiller & Sorensen (KKOS Lawyers) before coming to work for Directed IRA, where he has held the position of Controller since the inception of the company in August of 2018.

Kyle received his B.S. in Accounting from Brigham Young University – Idaho followed by a dual Masters in Accounting and Business Administration from Southern Utah University. He is a Certified Public Accountant (CPA) and has obtained the Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA).

Jessica Scott

Director, Client Services & New Accounts

Jessica Scott

Jessica is our Director of New Accounts & Client Services. She has helped establish, fund and service thousands of self-directed accounts. In addition to her time here at Directed IRA, she spent years working within the operations of multiple financial institutions. She is a Certified IRA Services Professional (CISP) which is a professional credential for financial services professionals who have dedicated IRA experience.

Aaron Halderman

COO

Aaron Halderman

Aaron is responsible for sales and relationship management, product and strategy, client services, and marketing at Directed IRA. Prior to joining Directed IRA, Aaron was a managing partner for a private investment company that acquired over 2,000 single-family assets nationwide and managed over $100 million in note investments.

Aaron has over 15 years of real estate development, distressed debt management, and financial services experience. Aaron is the publisher of the NoteWorthy Newsletter and host of two annual note investing conferences, the NoteWorthy Investors Summit & National Convention.

Aaron holds a Bachelor in Science from Arizona State University. Aaron loves spending time with his children, traveling, golfing, and following sports stats.

Peter Nguyen

Manager, Outgoing Transactions

Peter Nguyen

Peter assists Directed IRA clients with transactions and oversees distributions, accounts income and expenses, and works on the trust accounting team. Peter has previous retirement industry experience and worked at Waddell and Reed and at Edward Jones. Peter obtained a B.S. from Arizona State University and double majored in Finance and Management. Peter has held series 7 and 66 licenses through FINRA. When Peter isn’t working he likes to travel and has been to over 20 countries.

Heidi Faulk

Heidi Faulk

Investments Manager

Heidi Faulk

Heidi is a Sr. Investment Processor at Directed IRA. She’s been working in the financial sector for the past twenty years. She has 6+ years working with self-directed IRAs, ten years processing mortgages, and started her career at Fidelity Investments working in mutual funds.

If you need help with a real estate deal, syndication/subscription, a secured note, convertible note, and just about anything else you can think of, she will help you get your deal done quickly and accurately with your retirement account at Directed IRA. Her latest hobby is cryptocurrency (altcoins).

Solana Raybon

Manager, Client Services

Solana Raybon

Solana manages the 401(k) Division at Directed Trust Company as well as the 401(k) department at KKOS Lawyers. Solana worked at KKOS Lawyers for just 4 months before taking over the 401(k) Division at Directed Trust Company and prior to her employment with us, has had 6 years’ experience funding and drafting estate plans. In her free time Solana likes to spend time with her family, do arts and crafts with her kids, and attend music events.

John Bartos

Manager, Accounts Receivable

Heidi Faulk

Kyla White

Manager, Incoming Transactions

Joanna Garzilli

Manager, Marketing & Business Development

Jessica Zientarski

Manager, New Accounts & Onboarding

Heidi Faulk

Mike Catalano

Director of Technology

Jay Briggs

Manager, Crypto IRA

Heidi Faulk

Jeff Minnick

Director, Business Development

Heidi Faulk

Ryan Hyde

Head UI/UX Designer

Heidi Faulk

Hayden Gibby

Controller

Board of Directors

Mathew Sorensen and Mark Kohler serve on the board of directors
along with John Shekarchi, Lou Bachetti, and John Sabey.

John Shekarchi

John Shekarchi

John is an attorney, homebuilder, real estate developer and investor, and private money lender. He has self-directed his IRA into real estate deals and private notes for over a decade. He is a 1985 graduate of Providence College and a 1992 graduate of Suffolk University Law School.

Heidi Faulk

Lou Bachetti

Lou Bachetti

Lou is a founder of Alpha Financial Partners and has served in executive-level positions in the financial and retirement plan industry. He served as Executive Vice President, Head of U.S. Sales and Distribution at ING U.S., and in executive positions at Aspire Financial Services and Transamerica Retirement Services. Lou self-directs his IRA into real estate and private notes. He is a graduate of Providence College.

John Sabey

John Sabey

John has served in executive-level positions in the investment industry including as Senior Vice President, Head of Sales at Cole Capital, a large non-publicly traded REIT, and as Senior Vice President, Regional Director at Terra Capital offering Regulation D and BDC debt offerings. John self-directs his IRA into privately-held investments and real estate. He is a graduate of Brigham Young University.

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