Staff Profiles - Call 866-839-0429
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 or 239-333-1031 x 203
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 or 239-333-1031 x 207
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 at brandon@entrustfreedom.com or 239-333-1031 x 211
Tricia Enke - Accounting
Trica Enke has been with Entrust since 1998 as Accounting Manager. Tricia is responsible for billing and deposit transacitions as well as fees. If you have a questions about their billing or accounting in your IRA, contact Tricia.
Contact Tricia at tricia@entrustfreedom.com or 239-333-1031 x 208
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 x 205
Daniel Fisher - Accounting
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 checks, deposits, and bills. If you have any questions about those or if you have any other accounting related questions, do not hesitate to call or email Dan.
Contact Dan at daniel@entrustfreedom.com or 239-333-1031 x 210
Kelsey Dineen - Transfers/New Transactions
Kelsey is a proud graduate of the University of Florida where she received a Bachelors of Science in Business Administration. She oversees all note transactions for Entrust Freedom and would be more than happy to assist you with any questions you might have regarding Entrust Freedom's role in planning your retirement.
Contact Kelsey at kelsey@entrustfreedom.com or 239-333-1031 x 202
Lisa DeZuani - New Accounts/Events
Lisa is currently working towards her Bachelor's degree in Supervision and Management at Edison State College. She is a Florida native and was born and raised in Cape Coral. She is responsible for opening new accounts and assisting with marketing tasks. If you have any questions about webinars, events, or your account, feel free to contact Lisa.
Contact Lisa at lisa@entrustfreedom.com or 239-333-1031 x 206
Greg Degilio - Transfers
Greg graduated from Florida Gulf Coast University in 2010 with a Bachelor’s degree in Finance and is currently pursuing his CFA designation. He is responsible for processing transfer requests and assisting in opening new accounts. If you have any questions about transferring funds to an Entrust Freedom account, please call or email Greg.
Contact Greg at greg@entrustfreedom.com or 239-333-1031 x 209