Why Directed IRA &
Directed Trust Company?
We Are Experts in This Field
Founder and CEO, 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 for over 12 years. He wrote The Self-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 20,000 copies. Mat is a partner at KKOS Lawyers and has advised thousands of SDIRA clients as well as financial institutions on SDIRA rules since 2006.
Mat received a B.S. in Economics from the University of Utah in 2001 and his Juris Doctor from the University of Maryland School of Law in 2004.
He has been published, referenced, cited, or quoted by The Wall Street Journal, The Guardian, Forbes, Entrepreneur, and Yahoo Finance on self-directed IRA topics.
Mark J. 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 J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; regular television commentator on tax and legal issues; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark has advised thousands of SDIRA clients since 2004.
Mark is a personal and small business tax and legal expert, who 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.
Mark received his B.S. and M.Pr.A. in Accounting from the University of Utah, and his Juris Doctor from Willamette University in 2000.
For Self-Directed Investors By Self-Directed Investors
- Our Officers and Board of Directors all self-direct their retirement. We approach our business from the standpoint of the self-directed investor.
You Can Trust Our Business Structure
- Regulated Trust Company by the Arizona Department of 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.
Board of Directors
- Mathew Sorensen and Mark Kohler serve on the board of directors along with John Shekarchi, Lou Bachetti, and John Sabey.
John ShekarchiJohn 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.
Lou BachettiLou 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 SabeyJohn 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.
Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.
Account specialists are available
9 am to 5 pm Monday to Friday, MST. 1 (800) 818-1322.
Directed Trust Company
3033 N. Central Ave,
Phoenix, AZ 85012
PH (800) 818-1322
Fax (602) 899-9641