Who We Are
"Empowering people to build wealth through alternative investments at a lower cost"
Liane was thoroughly professional, took as much time as needed to answer my questions, and gave me sound education that has benefited me many times over … A lot of people out there will talk the talk, but IRA Resources DELIVERS!
What we also enjoy about IRA Resources is how easy they are to deal with … It’s nice to not have to wade through a computerized phone system or be put on hold by clericals that don’t know what you’re talking about.
Someone from the staff is always available, response times are more than adequate, and we have successfully closed many transactions together.
IRA Resources has been a great facilitator and conduit of my retirement arrangement. Their understanding of the procedures, laws, and accounting has made this process so much easier.
Our family appreciates having the opportunity to invest in private equity, like real estate partnerships, as well as in other alternative assets that are not available through traditional IRA accounts. The team at IRA Resources is highly professional, friendly, knowledgeable, and very responsive to our investment needs.
Made up of self-directed IRA experts, each with over a decade of experience in the field, our team holds the Certified IRA Services Professional (CISP) designation and is committed to helping you achieve your retirement goals.
Liane Bathey founded IRA Resources in 1996 with a simple strategy: serving clients with a personal touch. For more than 27 years, she has executed that strategy by making it a priority to talk with clients every workday. That’s at least 6,000 conversations, taking into account holidays and the occasional vacation.
She is committed to making sure that IRAR delivers competitive fees, reliable recordkeeping, and supportive educational materials. Liane believes in the power of diversification as an investment strategy and is an active real estate investor using her own self-directed IRA.
Liane, her husband, and their two children live in San Diego, California, where IRA Resources was established.
A 25-year veteran of the financial services industry, 16 of them in the self-directed IRA space, Jason Craig directs IRA Resources’ operations and sales teams.
Client accounts and revenue tripled under Jason’s watch while he previously served as president and chief operating officer of The Entrust Group. Earlier in his career, he managed more than $200 million in deposits for the Walnut Creek, California Greater Bay Bank. His thought leadership has been highlighted in interviews with the Wall Street Journal, Forbes, RISMedia, and Realtor.com, among others.A native of the San Francisco Bay Area, Jason lives there with his wife and two children. He works from IRA Resources’ office in Walnut Creek, California.
Yvonne Garcia brings a 19-year track record of marketing, branding, and business development experience to the IRA Resources leadership team. In her role as chief marketing officer at The Entrust Group, she develops and implements successful marketing, branding, and lead generation strategies, and has overseen an expansion in the firm’s brand and online presence.
Thanks to her longtime involvement with local and national real estate organizations, Yvonne has developed educational programs, materials, and products tailored for real estate agents and investors.
A native of Nicaragua, Yvonne grew up in the San Francisco Bay Area, where she now lives with her husband and two children.
Nicolas is a self-directed IRA industry numerate and innovator who has worked as Cash Control Manager and presently as the Senior Operations Manager at IRAR.
As Cash Control Manager, he oversaw all client transactions to certify compliance with IRS regulations, and continues with that same passion for accuracy today. A zealous advocate of our client-obsessed culture, Nicolas works with our team to ensure excellent service in all areas.
On the weekend, you can find him hiking or at the dog park with his pug, Artie. Artie frequently visits the Walnut Creek IRAR office and loves it there.
Veronica brings over a decade of expertise in providing invaluable assistance to clients in the self-directed IRA industry. She excelled in her previous role as a Real Estate Operations Associate and now holds the esteemed position of Operations Manager at IRAR.
In her previous role, Veronica was responsible for overseeing client transactions related to Real Estate, ensuring they were accurate and timely. Her commitment to precision and accuracy remains steadfast to this day. She is a passionate advocate for our client-centric approach and oversees our operations team to maintain a standard of excellence in all aspects of our service.
During her free time on weekends, you can often find Veronica enjoying a San Francisco Giants game or returning to her hometown to spend quality time with her family. She particularly relishes her role as the fun-loving aunt to her three nieces!