Our Investor Choice IRA Experts | Polycomp Administrative Services, Inc.

Our Investor Choice IRA® Experts

Our Investor Choice IRA consultants will provide you with valuable information on how self-directing works and what is needed to stay in 100% compliance with the IRS.

We’re here to answer your questions about self-directed IRAs and discuss your specific situation. Our client consultants can work directly with you, or with your financial or legal advisors, to provide the information you need to make an informed decision about a self-directed IRA. Just give us a call or email one of our client consultants listed below.

Joe Cattivera, Sales Manager

Joe Cattivera has over 20 years of experience in qualified retirement plans and brings expertise in operations management and relationship building to his role as IRA Sales Manager. Prior to joining Polycomp, Joe managed several retirement plan functional areas at T. Rowe Price and the Capital Group Companies.

Joe’s focus is on assisting Polycomp Self-directed IRA consultants to foster and build relationships with the retirement plan community including CPA’s, financial planners and other client advisors. 

Joe graduated from Colby College in Waterville, Maine in 1991, with a B.A. in Sociology.

Joe Cattivera

Contact Joe
JCattivera@polycomp.net
800.952.8800

Daniel Burgin, IRA Consultant

Dan has worked in the financial industry for over ten years, including administering IRAs for more than five years. Dan has developed expert knowledge of the complex rules and regulations that the IRS and the Department of Labor (DOL) apply to IRA investments. Since joining Polycomp in 2012, he had been excited to introduce clients to the broader level services provided by Polycomp.  Dan enjoys working closely with financial advisors, CPAs and attorneys to educate and assist their clients on the compliance issues and opportunities of self-directed IRAs.

Dan is currently attending Sierra College, Rocklin CA pursuing a degree in Information Technology.

Daniel Burgin

Contact Daniel
DBurgin@polycomp.net
800.952.8800

Stacy Sheetz, IRA Consultant

Stacy has over 20 years of business experience. She is known for her energetic, innovative and informative approach of sharing creative investment options that empower IRA owners. Her passion to mentor others has helped channel partners and professional referral sources to achieve a deeper understanding of how Self-directed IRAs can provide additional value to their clients. From CPAs, Private Money Lenders, Brokers to Financial Advisors, Stacy places high value on the advisors’ client relationships. Stacy graduated from California State University of Sacramento with a Bachelor of Arts degree with the intentions of pursuing a career in teaching. She has fulfilled this desire by surrounding herself with clients who have come to rely on her as a trusted resource.

Stacy Sheetz

Contact Stacy
SSheetz@polycomp.net
800.952.8800