Recharge Your Returns - Biographies

Biographies

Matt Allen, Director of IRA Lending – North American Savings Bank

Matt Allen is the Director of IRA Lending for North American Savings Bank based out of Kansas City, MO. He has been with North American Savings since 2003 and has more than five years experience in the mortgage industry. Matt has spent the last two years promoting NASB’s IRA Non-Recourse Loans to investors nationwide.

North American Savings Bank, F.S.B. has been providing loans to individuals since 1927. As a leader in the mortgage industry, NASB offers a variety of mortgage loans and is the only nationwide Non-Recourse lender for IRA real estate investments.

Tom Anderson, President & CEO – PENSCO Trust Company

Tom Anderson is a recognized national expert, speaker and author on the topic of self-directed IRAs. He is frequently quoted in magazines such as Fortune, Forbes, Kiplinger's, Bottom Line Financial, On Wall Street, and many others. He has also hosted his own radio show "Maximizing your IRA", has appeared on CNBC'c Power Lunch television show, and has created educational materials for the AICPA.

Tom has over almost 40 years of banking and financial services experience, having worked for the Hartford National Bank and Bank of America for more than 20 years, and in financial services companies he founded for the past 18 years. Tom has designed and developed numerous financial services automated systems serving the trust and securities processing industries over the course of his career. Tom will cover the key issues concerning the state of the exploding self-directed IRA market, important details about the rules affecting transactions within self-directed IRAs, and ways CPAs and financial planners can capitalize on the opportunities available to investors through self-directed IRAs.

Heather Anderson, Director of Education – PENSCO Trust Company

Heather Anderson is a recognized expert on the topic of self-directed IRAs and Solo(k)s. She speaks frequently on how to use these plans to make tax-deferred and tax-free investments into alternative assets such as real estate and private placements. Heather has over ten years of industry experience in both sales and operational capacities. As Director of Education at PENSCO Trust Company, she formed PENSCO Trust's national network of Preferred Professionals, a rapidly expanding list of CPAs, Attorneys, Financial Planners and Real Estate professionals who receive ongoing education and passive referrals from PENSCO Trust Company, and is working on developing a standardized Self-Directed IRA curriculum.

Tim Berry – The Tax Academy, LLC

Tim Berry is a nationally known expert on what you can and can't do with retirement plan assets.

Tim earned his degree in Economics from Fresno State University, where he received the honor of being named by the college economics faculty as the Outstanding Graduating Student. After a stint as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar.

Due to his combined knowledge of investments and the tax laws, he has been invited to provide numerous continuing education courses on the topic of IRAs, to groups such as the Arizona Society of CPAs, The Arizona Society of Enrolled Agents, Bisk Continuing Education, American Tax Centers, The National Association of Financial Planner's Summit meeting, as well as having been quoted in Journals such as Morningstar and Personal Real Estate Investor.

Mark Bosworth, President – The Mark Bosworth Companies

Mark Bosworth is a real estate expert and Phoenix resident. Mark has over 25 years of real estate experience and management experience including 9 years as a traditional financial planner. He personally owns over 70 million dollars in residential and commercial real estate. His companies manage over 1 billion dollars of real estate assets making it the largest company of its kind in Arizona.

Dolf de Roos, Real Estate Investor – Property Prosperity

Dr. Dolf de Roos is a founding director of the Arizona based Best Choice Properties and founder and chairman of the New Zealand based public company, Property Ventures Limited. Dolf is also a visiting Professor of Real Estate at the University of North Texas and he teaches at events and institutions in over 16 countries, including Tony Robbins’ Wealth Mastery and Trump University. He appears regularly on TV networks including CNNfn, NY1, Fox TV, and ABC, and is heard on over 4,000 radio stations including NPR and Bloomberg Radio.

Beyond sharing his investment philosophy and strategies with tens of thousands of investors, Dolf has also trained real estate agents, written and published numerous bestselling books on property, and introduced computer software designed to analyze and manage properties quickly and efficiently. Born in New Zealand, raised in Australia, New Zealand, and Europe, Dolf, with six languages up his sleeve, offers a truly global perspective on the surprisingly lucrative wealth-building opportunities of real estate.

Troy Fullwood, CEO – Pinnacle Investments

Troy Fullwood, Master Real Estate Investor has been buying and selling real estate notes and mortgages for the last 9 years. Troy has done over 12,000 real estate note deals totaling over half a billion dollars in business in that short time frame. He has written over 100 articles on the subject and has appeared on over 45 national radio talk shows on investing in real estate notes. Troy has recently created an Intuitional Hedge fund that is based out of New York and serves as one of the managing partners along with two other members. The fund was created for the sole purpose of purchasing non–performing real estate notes from national lenders.

Gary Gorman, Author, Lecturer, Retired CPA – 1031 Exchange Experts

Gary Gorman is the author of the best selling, how-to book on exchanges entitled: Exchanging Up! He also wrote the 1031 exchange section of the latest Rich Dad, Poor Dad™ book. And in 2006 was named as one of Donald Trump’s top 100 real estate experts.

Gary has developed and taught numerous continuing education seminars on 1031 exchanges nationwide. With over 30 years of real estate tax experience – including serving as a tax manager with Price Waterhouse & Company, Gary is now recognized as a national expert on complicated exchanges.

His articles have been published nationwide, and he has also been quoted several times in reputable publications like The New York Times, The Wall Street Journal, The Chicago Sun-Times, Forbes, and Bloomberg's Wealth Manager.

Marianne Kingman, President & CEO – Kingman Winslow, LLC

Marianne Kingman (a licensed tax attorney) began the tax services firm of Kingman Winslow, LLC, the only tax services firm in the nation to specialize exclusively on real estate agents and brokers for their tax accounting needs in 2005. As President and CEO, Marianne has, in a single year, opened two offices of Kingman Winslow LLC, in Seattle and Phoenix.

Formerly, Marianne was acting Tax Counsel to Investment Property Exchange Services, Inc., one the nations largest Section 1031 exchange corporations. Marianne is also a former associate with the accounting firm of Deloitte & Touche, LLP and has practiced law in the areas of business transactions, litigation, tax consulting and estate planning for high net-worth individuals.

William A. Lederer, Chairman & CEO - Socrates Media and Minotaur Capital Management, CompleteLandlord.com and RentSlicer.com

William A. (“Bill”) Lederer has more than 20 years of professional investment and entrepreneurial management experience. His work has encompassed nearly 200 investments ranging from minority and controlling positions in start-up and growth-stage private companies to minority positions in public companies to a variety of income real estate investments. He has also successfully founded and served as Chairman and CEO for several financial and operating companies, including the Minotaur companies, Art.com, and Socrates Media, operators of Socrates.com, CompleteLandlord.com, and RentSlicer.com. Bill recently teamed successfully with Sam Zell’s Equity Group in controlling the ownership, turnaround and transformation of Rewards Network, formerly Transmedia (AMEX: IRN). Prior to founding Socrates and Minotaur, Bill was Vice President-Research and Portfolio Manager/Analyst at two successful multi-billion dollar institutional investment firms. Bill holds a B.S. in Marketing and Finance from the Walter E. Heller College of Business Administration, Roosevelt University, and lives with his wife, Renda, and sons, Adam and Eric, in Lake Forest, Illinois.

James Miller, Vice President/Southwest Regional Manager – IPX 1031

James Miller is Vice President and Southwest Regional Manager for Investment Property Exchange Services, Inc. (IPX 1031), a full-service Qualified Intermediary for all types of 1031 tax deferred exchanges, a subsidiary of Fidelity National Information Services, Inc. As an attorney, he represents buyers, sellers, homebuilders and developers in commercial and residential real estate transactions ranging from multi-million dollar shopping centers to single-family homes.

James received a Bachelor of Arts degree from The Pennsylvania State University and a Juris Doctorate from the Villanova University School of Law. He is a member of the Bar of the State of New York.

Steve Rix, Executive Vice President – Foundations Financial Group

Steve Rix has inspired audiences nationwide with his practical solutions to finding greater financial success. Steve is co-founder of Foundations Financial and has 20 years of business and financial services experience. His company has exploded on the real estate investing scene, going from 7 to over 700 employees in 2 years. Foundations has revolutionized asset planning and wealth management. Steve possesses an uncanny ability to stay ahead of trends. Attention to emerging opportunities has helped Foundations clients enjoy an average annualized return of more than 40%. Steve can be heard regularly on 1510 KFNN at THE BLOCK: Where Wealth Happens!

Tom Wheelwright, CEO – ProVision Wealth Strategists

Tom Wheelwright is the creative force behind ProVision Wealth Strategists. For more than 25 years, Tom has devised innovative tax, business and wealth strategies for sophisticated investors and business owners in the manufacturing, real estate and high tech fields. Tom has a wide variety of professional experience, ranging from Big 4 accounting, where he managed the professional training for thousands of CPA’s in the national office to in-house tax advisor for a Fortune 1000 company. Tom is a published author on partnership and corporation tax strategies and his ideas have been featured in two books in the Rich Dad, Poor Dad™ series.

Craig Cottrell, President - The Real Market Experts Franchise, Inc. ®

Craig Cottrell is President of The Real Market Experts Franchise, Inc.®, a company dedicated to providing full-service real estate investment solutions for Nouveau Riche University (NRU) Community Members, and a Faculty Member for NRU's Real Estate Investment College.

Craig, the driving force who created the curriculum for the first college-credited course on financial literacy in the country, holds a Bachelor of Business Administration from the University of San Diego and an MBA from Santa Clara University.

Craig shares his unique insights into real estate, while describing the way to "Click a Mouse, Buy a House" in select U.S. markets.

Linda A. Winslow, J.D., Vice-President of National Operations - Kingman Winslow, LLC

Linda A. Winslow was a Senior Tax Manager with a mid-size professional services firm in the Seattle area for many years. Her practice focused on tax consulting and compliance services for individuals, trusts and estate tax exempt organizations. She is a former associate with Deloitte & Touche where she prepared and reviewed tax returns and provided tax research and advice in the real estate and financial services sectors. She has practiced law in the Seattle area since 1988 in estate planning, business transactions, litigation and representation before the Internal Revenue Service.

Her tax lectures to groups of accountants, attorneys, real estate professionals, small business and investors. She covers a variety of topics including: retirement planning for real estate investors, charitable giving plans for individuals, and representation of individuals in federal and state audit controversies.

Most recently, Linda took on the role of Executive Vice-President of National Operations of Kingman Winslow LLC providing tax, financial and business consultation as well as tax preparation for real estate agents, brokers and developers exclusively.

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