IN THE NEWS: IRAR Trust : Opens Second Office, Hires Industry Experts

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New office expansion focuses on processing client transactions and business growth.

La Jolla, Calif. – May 16, 2017 – IRA Resources, Inc (IRAR) leading provider of self-directed IRA administration services has opened a new office in Oakland, CA. The new IRAR Processing Center has a dual role: ensuring the prompt and accurate processing of client transactions and managing strategic growth through sales and marketing initiatives.

“Our goal is to continue to grow and enhance our services and ongoing education for our clients,” said Liane Bathey, founder and CEO of IRAR. “IRA Resources is committed to sustaining our market-leading reputation for timely client service with a professional and personal touch. Our client-obsessed culture, along with our new team, will ensure our position at the top of the industry.”

Industry Veterans at the Lead

The hiring of two industry veterans strengthens IRA Resources infrastructure, sales, and marketing initiatives: Jason Craig as president and Yvonne Garcia as chief marketing officer.

“Jason and Yvonne have outstanding experience in self-directed IRAs, their reputations and knowledge will be tremendous assets for our clients,” said Bathey. 

Jason Craig is a 22-year veteran of the financial services industry, 10 of them in the self-directed IRA space, He directs IRA Resources operations and sales teams. While serving as president and chief operating officer of The Entrust Group, client accounts and revenue tripled under Jason’s watch. His thought leadership has been highlighted in interviews with the Wall Street Journal, Forbes, Rismedia, and, among others.

Yvonne Garcia brings a 13-year track record of marketing, branding, and business development experience to the IRA Resources leadership team. In her previous role as chief marketing officer at The Entrust Group, she developed and implemented successful marketing, branding, and lead generation strategies, and oversaw an expansion in the firm’s online presence.

At the Heart of the Processing Center

The new office and experienced team will support the increased transaction volume generated by current clients as well as the rapidly growing pool of real estate IRA investors. The IRAR team leverages a powerful combination of business growth expertise and hands-on, industry-specific knowledge to provide strategic growth for IRAR. 

The IRAR Processing Center will deliver:

  • Experienced staff handling daily transactions
  • Marketing initiatives to educate investors about self-directed IRA investing
  • Robust compliance processes to align requirements with the organization’s goal and business objectives to make self-directed retirement easy for clients
  • Development of innovative tools to accelerate real estate transactions
  • Business-to-business relationship management to strengthen existing and build new business relationships

About IRA Resources, Inc.

IRA Resources, Inc (IRAR) provides self-directed account administration services for people who want to control how they save for retirement, health care, and education expenses. Clients rely on IRAR to invest in non-traditional assets such as real estate and private placements as part of their overall retirement strategy.  

IRAR places high value on first-hand personal service at a cost-effective price. IRAR does not promote investments, rather, it provides the administration, information, and tools to help make self-direction straightforward, cost effective, and compliant.


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