Our Team

Advanta IRA Maria Almonte

Maria Almonte

Accounting Associate
Advanta IRA Maria Almonte

Maria Almonte

Accounting Associate

Maria was born in Santo Domingo, Dominican Republic and moved to Pinellas County at the age of five. Maria joined Advanta IRA as an intern while she completed her Bachelor of Science Degree in Accounting and Finance at the University of South Florida. Now an accounting associate, she is pursuing her master’s in accounting at the University of South Florida. She leverages her experiences in student government and in previous jobs to deliver excellent customer service to Advanta IRA’s clients. In her free time, Maria loves spending time with her family and friends.

800.425.0653 ext. 1124
Advanta IRA Tiffany Arrington

Tiffany Arrington

Accounting Associate
Advanta IRA Tiffany Arrington

Tiffany Arrington

Accounting Associate

Born and raised in Florida, Tiffany attended St. Petersburg College and has over 10 years of customer service experience. She originally joined the Advanta IRA team as the receptionist, but her passion for accounting facilitated her move to become an accounting associate. In the accounting department, Tiffany assists with incoming transfers, opening new accounts, and a slew of other integral tasks. In her free time, Tiffany loves to travel and enjoys scary movies, a great concert, and quality time with her cats and fiancé.

800.425.0653 ext. 1127
Advanta IRA Jack Callahan

Jack Callahan, JD, CFP

Founder and CEO
Advanta IRA Jack Callahan

Jack Callahan, JD, CFP

Founder and CEO

Jack proudly earned his bachelor’s degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law. He established Advanta IRA in 2003 and has steadily nurtured and grown the company and the team every year since. Prior to founding Advanta IRA, Jack delivered specialized counsel to real estate investors, small business owners, and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on self-directed retirement plans. He is an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. In his free time, Jack loves to spend time with his family on their farm and fishing our local waters.

800.425.0653 ext. 1104
Advanta IRA Corey Daharsh

Corey Daharsh, CISP

Client Account Manager
Advanta IRA Corey Daharsh

Corey Daharsh, CISP

Client Account Manager

A lifelong Florida resident, Corey attended the University of South Florida and earned a bachelor’s degree in business in 2014. Prior to Advanta IRA, he worked in the finance and banking industry. As an account manager, Corey delivers exceptional service making sure all client needs are met. Corey has a zest for everything Florida and enjoys staying active by kayaking and going on outdoor adventures with his dogs when he’s not traveling and exploring the country with his wife.

800.425.0653 ext. 2146
Advanta IRA Stephanie Sterling

Stephanie Fuetterer

Accounting Associate
Advanta IRA Stephanie Sterling

Stephanie Fuetterer

Accounting Associate

Stephanie is a Pinellas County, Florida native who brings years of customer service experience and success to Advanta IRA as an accounting associate. She is a distinguished graduate of the University of South Florida with a bachelor’s degree in psychology and is currently pursuing her master’s degree in accounting at USF, as well. Stephanie is as passionate about excellent customer service as she is about accounting. Spends her time outside of work relaxing with her cat, dog, and husband.

800.425.0653 ext. 1160

Larissa Greene, CISP

Director of Education / Business Development Specialist

Larissa Greene, CISP

Director of Education / Business Development Specialist

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.

800.425.0653 ext. 1140
Advanta IRA Christopher Hemmer

Chris Hemmer, CISP

Client Account Manager
Advanta IRA Christopher Hemmer

Chris Hemmer, CISP

Client Account Manager

Born and raised in St. Petersburg, Chris graduated from the University of South Florida with his bachelor’s degree in accounting in 2015. Chris joined the Advanta IRA team in 2014 as an intern and upon graduation became a full-time accounting associate. Now he assists clients extensively as an account manager. He brings experience and skill to facilitate a multitude of investments. Outside of Advanta IRA, Chris is a passionate Tampa Bay Lightning fan and active concert-goer.

800.425.0653 ext. 1136
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Operations Manager
Advanta IRA Paul Hutchings

Paul Hutchings, CISP

Operations Manager

Paul was born in El Salvador, is bilingual, and was fortunate enough to live in several Latin American countries while growing up. Prior to joining Advanta IRA, Paul was the office manager for a Gainesville, Florida law firm while earning his degree in finance from the University of Florida. Paul began his career at Advanta IRA as an account manager, and currently oversees our operations team offering advice and insight to ensure success. Paul holds the designation of Certified IRA Services Professional (CISP) and strives to serve clients as best as possible for all their needs. Paul is currently working toward obtaining his certification in personal financial planning. In his free time, he enjoys traveling, playing sports, and spending time with his family and friends.

800.425.0653 ext. 1142

Tiffany Jordan

Client Account Manager

Tiffany Jordan

Client Account Manager

Originally from Texas, Tiffany has grown to love Florida and the beach lifestyle it provides. She is currently a USF student where she is working on several degrees. She loves USF because she is able to work with a broad network of unique and great people. Tiffany joined Advanta IRA as an account manager in 2019. She is passionate about serving her clients with as much knowledge as possible and enjoys assisting many self-starters with a new and exciting way to invest in their self-directed IRA’s. In her spare time she hikes in the mountains, plays games with friends, and lays out in the sun with her dog.

Contact: (phone #) (800) 425-0653 ext. 1129

Email:

800.425.0653 ext. 1129
Advanta IRA Robert Koerner

Bo Koerner, CISP

Director of Operations
Advanta IRA Robert Koerner

Bo Koerner, CISP

Director of Operations

Bo brings more than 20 years of retirement planning and customer service experience to Advanta IRA. He earned his accounting degree from the University of South Florida and joined Transamerica Mutual Funds where he provided invaluable support to clients. Bo joined Advanta IRA in 2008 and he holds the distinct designations of Certified IRA Services Professional (CISP) as well as the Self-Directed IRA Professional (SDIP) from the Retirement Industry Trust Association. In his current role, he provides leadership and training to our staff and assists clients in understanding the rules and regulations of self-directed IRAs. When he is not saving the day at Advanta IRA, he can be found with his family on his boat fishing and enjoying our beautiful waterways.

800.425.0653 ext. 1138
Advanta IRA Brett Lawton

Brett Lawton

Client Account Manager
Advanta IRA Brett Lawton

Brett Lawton

Client Account Manager

Brett was born in Baltimore, Maryland, and was raised in Clearwater, Florida. He graduated from Florida State University in 2016. Brett started with Advanta IRA as an accounting associate in 2017 and has since moved over to the account management team where he continues to excel in his role. He assists his clients in facilitating their transactions and always exhibits a can-do attitude. In his free time, he enjoys playing basketball, going to the beach, and golfing.

800.425.0653 ext. 1128

Reneika Lightbourne

Business Development Specialist

Reneika Lightbourne

Business Development Specialist

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets.  Reneika is an avid sports and art lover, an active real estate investor and enjoys spending time with family.

800.425.0653 ext. 1133
Advanta IRA Nicole Lobmaster

Nicole Lobmaster

Senior Accounting Associate
Advanta IRA Nicole Lobmaster

Nicole Lobmaster

Senior Accounting Associate

While earning her degree from the University of South Florida, Nicole worked in several customer service roles honing a skillset that has led to her success at Advanta IRA. As a senior accounting associate, Nicole helps keep our operational finances on track while providing experienced guidance to the rest of the accounting team. In her free time, she thoroughly enjoys attending concerts and adventurous camping trips.

800.425.0653 ext. 1153
Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Director of Business Development
Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Director of Business Development

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

800.425.0653 ext. 1123

Courtney Maxa, CISP

Client Account Manager

Courtney Maxa, CISP

Client Account Manager

A sunny Florida native and graduate of St. Petersburg College, Courtney has spent most of her working life in customer service, which she brings to the table with eloquence at Advanta IRA. She began working with Advanta IRA in 2015 in the accounting department. She excelled in that role and transitioned to client account manager where she manages clients’ IRAs and assists in making investments with their retirement funds. In her free time, she enjoys cooking and spending time with her family and her corgi.

800.425.0653 ext. 1154
Advanta IRA Rachael Moore

Rachael Moore

Director of Marketing
Advanta IRA Rachael Moore

Rachael Moore

Director of Marketing

With over twenty-five years of experience in sales and marketing, Rachael has a passion for creating strategies that deliver innovative solutions to help better peoples’ lives. Rachael is a proud graduate of the University of Florida and holds an MBA from Emory University. In her free time, she travels with her family, practices yoga, and is an avid reader.

800.425.0653 ext. 1149
Advanta IRA Ellen Palmer

Ellen Palmer, CISP

Business Development Specialist
Advanta IRA Ellen Palmer

Ellen Palmer, CISP

Business Development Specialist

Originally from New York, Ellen has been with Advanta IRA since its onset in 2003. Following an impressive career including seven years in Geneva, Switzerland as an expatriate taxation specialist at an American multinational firm, Ellen worked for various law, accounting, and bookkeeping firms across many businesses sectors. At Advanta IRA, she holds the prestigious designation of Certified IRA Services Professional (CISP) and uses her vast worldly experience to assist her clients in every way she can. Outside of Advanta IRA, Ellen enjoys reading, cooking, and spending time with her family.

800.425.0653 ext. 1108
Advanta IRA Alex Perny

Alex Perny, CISP

Business Development Specialist
Advanta IRA Alex Perny

Alex Perny, CISP

Business Development Specialist

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

800.425.0653 ext. 1143
Advanta IRA Jason Smith

Jason Smith, CISP

Transactions Manager
Advanta IRA Jason Smith

Jason Smith, CISP

Transactions Manager

Jason is a Florida native and proud graduate of the University of South Florida where he earned a bachelor’s degree in business management. He leverages his past experience working with diverse management styles and adapting to changing environments to help him succeed in his current role as Transactions Manager. His duties range from attending to clients’ needs to overseeing all of Advanta IRA’s account transactions. Jason holds the Certified IRA Services Professional (CISP) designation. He spends his time away from the office relaxing with a round of golf or with his wife and two pets.

800.425.0653 ext. 1159

Stacy Stephens

Administrative Assistant & Office Manager

Stacy Stephens

Administrative Assistant & Office Manager

Originally from Washington, DC, Stacy has over 20 years’ experience in Human Resources and Recruiting. She attended Montgomery College in Rockville, MD where she studied Criminal Justice. In 2012, she moved to Palm Harbor, FL.  Prior to joining Advanta IRA, Stacy was a Talent Acquisition Specialist for Hilton Corporate in Tampa, Florida. In her free time, she loves to walk, spends time with her two grandkids, enjoys scary movies, and loves to read.

800.425.0653 ext. 1146
Advanta IRA Jordan Williams

Jordan Williams

Client Account Manager
Advanta IRA Jordan Williams

Jordan Williams

Client Account Manager

Born and raised in Florida, Jordan has parlayed all of his past experience in customer service roles into a successful role at Advanta IRA first as one of our accounting associates and now as a client account manger. He completed his bachelor’s degree in accounting at the University of South Florida and plans to continue there for his master’s in accounting. Jordan is a big lover of sports and spends much of his time playing pick-up basketball with friends.

Contact: (phone #) (800) 425-0653 ext. 1161

Email: JWilliams@AdvantaIRA.com