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Dave Owens - Managing Member
Dave Owens is the owner and director of Entrust Freedom, LLC a Third-Party Administrator for self-directed IRAs and Retirement plans and is part of the Entrust Group, the largest network of self-directed IRA administrators in the United States. His background as a Certified Public Accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions.
Dave holds a BS in Accounting from Purdue University. Dave has also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accomodators. He spent the first 15 years in Public Accounting starting with Deloitte, Haskins and Sells.
Dave has spoken with hundreds of groups about the power and possibilities of IRA self-direction, and provides continuing education seminars to Attorneys, CPAs and real estate professionals. He has also appeared as a guest speaker on local and national investment radio shows and at local and national conferences. You will find his passion for building wealth in your IRA contagious and entertaining.
Contact Dave at owens@entrustfreedom.com 239-333-1031 x203
Theresa Knower - Chief Operating Officer
Theresa Knower is Chief Operating Officer at Entrust Freedom, LLC. She is a 10 year real estate veteran specializing in 1031 Exchanges and Real Estate Transactions. Theresa is a graduate of Florida Gulf Coast University. Theresa is a well respected member of the South Florida real estate community and known for her unparalleled customer service.
Contact Theresa at theresa@entrustfreedom.com 239-333-1031 x207
Brandon Hall - Director of Operation for IRAs
Brandon Hall, MBA, Partner is an University of Alabama Graduate. Brandon is the Director of Operations for all Entrust Freedome Activities.
Mr. Hall has has been associated with Entrust since 2004. He holds the coveted Certified IRA Service Professional Designation.
Contact brandon@entrustfreedom.com 239-333-1031 x211
Lucia Dunn - Transaction Specialist, CISP
Ms. Dunn obtained the coveted CISP (Certified IRA Service Provider) in May 2009. She is one of only three in Southwest Florida. She attended FGCU and majored in Communications/Public Relations. Directly after graduation, she began working at the Greater Fort Myers Chamber of Commerce as Administrative Assistant where she was able to complete a Leadership Program. Lucia is now the lead transaction coordinator at Entrust Freedom. She enjoys spending time with her family and hanging with her dog at the beach.
Contact Lucia at lucia@entrustfreedom.com 239-333-1031 x206
Tricia Enke - Accounting
Trica Enke has been with Entrust since 1998 as Accounting Manager. Tricia is responsible for billing and deposit transacitions.
Contact Tricia at tricia@entrustfreedom.com 239-333-1031 x208
Austin Hardy - Self Direction Specialist, Director of Marketing
Austin obtained his undergraduate degree from the University of Florida in 2004, and his MBA from the University of Phoenix in 2007. He has over 7 years experience in practice development, and works hand in hand with our partners who promote self-direction as a resource for their clients. Austin helps our clients from day one, making sure that they have the answers to all of their questions and that the account setup process goes smoothly. If you are interested in self-direction for your clients, your staff, or yourself, don’t hesitate to call Austin at his extension below.
Contact Austin at austin@entrustfreedom.com 239-333-1031 x212
Doug Robertson - Transaction Specialist
Doug graduated from Florida Gulf Coast University in 2008 with his Bachelor’s degree in Business Finance. He is responsible for processing transactions and assisting clients with their investment needs. He is a native to Florida and was actually born and raised in Fort Myers. Please contact Doug with any questions pertaining to a new investment purchase.
Contact Doug at doug@entrustfreedom.com or 239-333-1031 x205
Daniel Fisher - New Acct Set-up and Support
Daniel graduated from Ave Maria University in 2007 and is currently pursuing his Masters of Science in Accounting from the University of Phoenix. He is responsible for the opening of new accounts and processing transfer requests. If you have any questions about opening an account, do not hesitate to call or email Dan.
Contact Dan at daniel@entrustfreedom.com 239-333-1031 x 210