Our office will be closed in observance of Martin Luther King Jr. Day on January 18th, 2021.
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.
Leadership Team
Kyle McMillan
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).
Misty Pasco
Misty Pasco
Misty has been with Directed IRA since its founding and oversees compliance and special projects, and is also a member of the new accounts team and the internal audit team. She is responsible for providing clients with superior customer service and enjoys helping them expand their knowledge so they can take control of their retirement. Prior to joining Directed IRA she worked as a paralegal for KKOS Lawyers for 6 years and with clients of Navigator Business and Retirement Services gaining knowledge and expertise of self-directing retirement accounts under attorney and CEO of Directed IRA, Mat Sorensen. Misty now has more than 8 years of experience within the self-directed retirement industry.
Misty is an Arizona native and enjoys spending time outdoors with her husband and two daughters. Her hobbies include, camping, mountain biking, paddleboarding, gardening, cooking, and she also volunteers as a Girl Scout Troop leader.
Aaron Halderman
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
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.
Jessica Scott
Jessica Scott
Jessica is our Manager of New Accounts & Client Services. She has helped establish and fund hundreds of self-directed accounts. Jessica has previous retirement industry experience and worked at Charles Schwab. Her experience totals to 6 years in finance and 10 years in client services. In her free time Jessica likes to go camping, hike, and swim with her Chocolate Labrador Kona and husband.
Solana Raybon
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.
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 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 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
Account Types: roth ira, traditional ira, inherited ira, sep ira, hsa, cesa, checkbook IRA/LLC, solo401(k), backdoor roth
Learn: learn, podcast, articles, videos, quickstart guide, resource directory
Investment Types: real estate, checkbook IRA/LLC, private company, precious metals, cryptocurrency
Forms: open account, new account, fund account, invest account, maintain account, fee schedule
Fine print: site terms, privacy policy, important tax notice
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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.
8 am - 5 pm Monday to Friday
Arizona MST: 602.899.9396
Click here to schedule a new account phone appointment
3033 N. Central Ave,
Suite 400
Phoenix, AZ 85012
P: 602.899.9396
F: 602.899.9641
