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.
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.