Meet the Team
Principals:
Catherine Wynne, William Humphrey
Catherine and Bill travel frequently and therefore are out of the office often. Their focus as principals, in addition to business management and development, is dealing with the more complicated transactions prior to inception. If you have a complicated transaction or a group of investors trying to structure a deal, this is where your call will be directed.
Read more about Catherine & Bill
Receptionist: Katie Tripp
Many companies these days don't answer their own phone calls - they outsource to an answering service or employ a call center to read from a script. END-IRA is different. We make sure your call is directed to someone directly involved with your account so you get your answer from the source.
Read more about Katie
Accounting: Deborah Broaddus, Angela Burrows, Rikki
Callantine and Vonda Davis
Deborah Broaddus is the manager of accounting and tax reporting and also oversees a staff responsible for recording deposits, opening new accounts, transfers, payment of bills for clients' assets, contributions and distributions as well as all banking operations.
If you have an accounting question, prior to calling Deborah, the following people are available for questions:
Angela Burrows (deposits, client payables, distributions, new applications, transfers)
Read more about Angela
Rikki Callantine (deposits, client payables, distributions, new applications, transfers)
Read more about Rikki
Vonda Davis (accounts receivable, new applications, transfers)
Questions about your account balance, the status of a transfer, status of receivables, or any other questions regarding your account statements or paperwork will be directed to the accounting department.
Asset Acquisitions: Ben Brazda, Tina Garland, Ricardo
Muñoz
Ben Brazda is the manager of the team that processes your IRA or HSA investments. Ben will be glad to help you with any questions you may have about structuring or processing an investment. When the time comes to make your investment you will be assigned a contact person to help you throughout your deal. If your contact person is unavailable, any member of the Asset Acquisitions team can assist you at any time.
Read more about Ben
Tina Garland (Real Estate Transaction Specialist)
Ricardo Muñoz (Transaction Coordinator)
Education and Marketing:
If you want to schedule a class or learn about how self-directed IRAs can improve your business, talk to Education and Marketing. We can assist with setting up an investor class for clients or potential investors as well as provide marketing pieces and newsletter articles that will make you look good to your clients.
Patrick Hagen (Professional Education)
Read more about Patrick
Amy Sheflin (Coordinator)
Samantha Kenyon (Assistant)
Calls about classes, webinars, continuing education credit or requests for marketing material are directed to our marketing/education department.