Bill oversees all facets of New Direction IRA including accounting operations, education and client services. Bill is recognized in the industry as an expert in self directed IRAs, HSAs and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Bill has taught courses on retirement plan investment rules to investors, CPAs and investment professionals through a variety of venues including the University of Denver School of Law. An experienced Certified Public Accountant, Bill has focused on income tax, auditing, tax-related real estate issues and forensic accounting for more than 20 years, which he draws upon in his daily work with clients. Bill’s tax experience has been instrumental in understanding and teaching about IRAs and debt leverage. He is well versed in IRA law and current with all legislation governing tax advantaged plans. Bill has served as a consultant to HSA platform providers, and is a leader in promoting the idea of investing HSA assets long term for medical costs in retirement. He has been involved in real estate investment and has assisted in developing the framework for debt-leveraged IRA real estate investment. Bill received his Bachelor of Science degree in Business from the University of North Carolina, Chapel Hill, with a concentration in accounting and computer science. He rounded out his technical background with graduate study in Finance, Accounting, and Economics at the University of Colorado, Boulder.
Catherine consults with clients on larger, more complex IRA deal structures and is focused on education in the area of self directed IRAs. Her teaching credentials include the University of Denver Law School’s Graduate Tax Program, Lawline.com, Lorman Education and multiple continuing professional education certified courses for real estate brokers, attorneys and CPAs. NDIRA clients benefit from her extensive personal experience as a real estate investor and syndicator, and she is recognized nationally as an expert in the IRS rules for IRA investment. She is an author of industry articles and courses on the subject of non-Traditional IRA investment and has an instructional book currently in the works. Working primarily in operations and education for NDIRA, Catherine is an expert on the IRA purchase of a wide variety of assets such as mortgages, notes, real estate, private placements and LLCs, and spent the first part of her career in oil and gas production, later moving into nuclear power plant design with Westinghouse. Catherine has a Bachelor of Science degree in Structural Engineering from the University of Pittsburgh.
Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.
Jessica is responsible for increasing operational efficiencies, refining internal processes, and integrating new technological processes. Jessica also oversees the planning, developing, and coordination of all operational processes, including those within the departments of Asset Acquisitions, Client Relations, the Precious Metals Asset Team, and Operations Accounting. Jessica possesses over 13 years of experience in operations management, and extensive knowledge surrounding retirement accounts and the acquisition of alternative investments. Jessica has worked in the financial products and services arena with companies such as LPL Financial, HSBC, and TIAA-CREF for over 14 years. Jessica received her Bachelor of Science degree in Finance from Regis University.