Biographies

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.

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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!

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Amiram Givon, Esq. – GCA Law Partners, LLP

Amiram Givon is a partner at the Mountain View, California law firm of GCA Law Partners. He practices in the areas of qualified pension and profit sharing plans, non-qualified deferred compensation, ERISA, IRAs, fiduciary responsibility matters, and executive compensation for tax-exempt organizations. He has been a frequent speaker and author on these and other employee benefit subjects. His clients include both for-profit and tax-exempt employers, plan fiduciaries, IRA custodians, investment funds and plan and IRA investors.

Amiram received his undergraduate degree from the University of California at Berkeley, his law degree from the University of California, Hastings College of the Law, and his LL.M. degree in taxation from Golden Gate University.

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Adiel Gorel, President & CEO – International Capital Group

Adiel Gorel is the CEO of ICG, a prominent real estate investment firm located in the San Francisco Bay Area. He has published two books including Remote-Controlled Real Estate Riches and Discovering Real Estate in America. Adiel has been profiled on NBC-TV, ABC-TV, the San Francisco Examiner, Fortune Magazine, numerous radio shows, and is highly valued for his smart, insightful and no-nonsense speaking style. Adiel began his career in Silicon Valley as a research engineer for Hewlett-Packard and Excel Telecommunications, among others, but discovered a unique talent and understanding for real estate investment. His skilled and methodical approach to research still serves him well today. Adiel holds a master’s degree from Stanford University. Through ICG he has personally invested in over 4,000 properties in Phoenix, Las Vegas, Jacksonville, Orlando, Tampa, Dallas, Houston, San Antonio, Austin, Oklahoma City, Salt Lake City, to name just a few.

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Drew Grunwald, Managing Partner – Red Door Group

Drew Grunwald has a diverse and extensive career in real estate. He started his career in the mortgage industry applying his knowledge and expertise obtained from earning a BS in Finance and over 10 years in consumer finance. With his natural ability to explain complex financial transactions, he quickly became a leader in the industry. In 2001, Drew joined Right Place Properties as the Director of Funding and successfully established the funding model which created a win-win for both Developer and Investor. His programs have raised over half a billion dollars since 2001 and not a single investor has experienced a late payment, default or tenant complaint. Drew hosts his own radio show appropriately named “Talk Real Estate” and has a direct and lively speaking style which is guaranteed to inform and entertain.

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Lane Houk, Reginal Manager – Cherry Creek Mortgage

Lane Houk serves as CEO of Summit Ridge Mortgage & Financial, LLC and also as the CEO of Herocare™, Inc. Summit Ridge is one of the top mortgage advisory firms in the country and specializes in strategic mortgage planning and lending for the real estate investor. Herocare™, Inc. is a specialized company that focuses on creating comprehensive housing, financial, insurance and lending solutions for local heroes such as our teachers, firefighters, police, military and other local community service professionals.

Lane has also spoken at various seminars and investment clubs teaching retirees, investors and professionals on the concepts of equity empowerment, leverage, market analysis and arbitrage to create wealth by optimizing all of their assets.

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Charles N. Kissée, President & CEO - Securus

Charles N. Kissée is President and CEO of Securus Private Client Group. Securus provides personal CEO services, private wealth management, investment real estate consulting and managed implementation. His methods for coaching his clients to achieve their lifestyle dreams and energize their true wealth, incorporates the expertise of other professionals in strategic alliances which he manages for his clients’ benefit. Charles has a Bachelors Degree in Aerospace Engineering from the University of Southern California and minor degrees in Computer Science and Mathematics. Charles has been a very high-end custom home builder, a private pilot, a published author and photographer.

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Douglas J. Lineberry, Attorney – Lineberry Kenney, PLLC

Douglas J. Lineberry is a partner in the law firm of Lineberry Kenney, PLLC, in Tacoma, Washington. He graduated from Central Washington University with a BS in Accounting, Seattle University School of Law and the University of Washington School of Law where he was awarded an Ll.M. in taxation. Douglas’ primary areas of practice include estate, tax and asset protection planning and planning for IRAs and retirement plans. He is a frequent lecturer to attorneys, CPAs and real estate agents. Douglas is also a JAG officer in the Washington Army National Guard.

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Allen Olson, CEO – Rockmann Investment Group

Allen Olson is a skilled entrepreneur experienced in creating, executing, and operating effective IRA and traditional investment programs for individuals and groups. He is a hands-on owner, manager of several businesses, a real estate investor who develops maximum results for his clients through the selection of successful projects and quality team building techniques. His 36 plus years in the real estate business has given him extensive hands-on working knowledge and considerable skills in negotiation, preparation, and implementation of building real estate investments.

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Patrick W. Rice, President – IRA Resource Associates Inc.

Patrick W. Rice, Founder and President of IRA Resource Associates, Inc., has been assisting IRA account holders with IRAs and non-traditional IRA investments since 1986. Nationally, he has been at the forefront of IRA investing with real estate-related products. Mr. Rice has been an investment real estate broker since 1978 and has held a real estate broker’s license in four states.

When first approached to represent IRA accountholders in their quest for real estate products, Mr. Rice found both resistance and a tremendous lack of knowledge within the investment community. Through diligent research and dogged stubbornness he was able to develop the knowledge and expertise he now uses to represent clients throughout the United States.

Patrick is the author of “IRA Wealth: Revolutionary strategies for Real Estate Investment” and many magazine and newspaper articles on real estate and the IRA.

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Ron Stephens, Founder & Owner – Da Vinci Properties

Ron Stephens is a senior executive with an extraordinary record of achievement as a consultant, entrepreneur and CEO. He is the founder, owner and CEO of Da Vinci Properties. The company presently has five active projects. These projects are presented on the company’s website, www.davincipropertiesofaz.com.

Ron was the manager of Arthur D. Little, Inc’s. High Technology Consulting Group in San Francisco, California.

Ron received a J.D. degree from Boalt Hall School of Law at U.C. Berkeley in 1969. He received an M.B.A. from California State University at Long Beach in 1966, where he finished first in his class. He received his B.S. in Electrical Engineering from the same school in 1964, where he was a member of the Phi Kappa Phi honor society.

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Catherine Tucker, President – Foundations First Realty

Catherine Tucker of Foundations First Realty LLC and Property Performers Group LLC has been a realtor/broker since 1996 in North Carolina, New Mexico, Hawaii and Arizona. She has been a member of the Arizona Real Estate Investors Association (AZREIA) since the summer of 2003. She is a monthly columnist in the AZREIA Newsletter since February 2003, covering current market conditions, trends analysis, offers investment strategies, lectures, seminars and training in building real estate portfolios for various groups and organizations. Catherine was among the first Certified Residential Investment Representatives (CRIR) trained at the Commercial Real Estate Institute (CREI) in Phoenix, where she is currently an instructor, and also obtained her Certified Commercial Sales Specialist (CCSS) and Certified Land Sales Specialist Certificates (CLSS).

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