IRA Services

Trusted by over 142,500 Clients with over $10 Billion in Assets

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IRA Services Leadership

 

IRA-Services-Edwin-BlueEdwin Blue

President & Chief Executive Officer

Edwin earned his Ph.D. in Physics from UCLA. After employment with Lockheed Martin, General Electric, and Atomics International, he started an IT service company for banks and credit unions. In 1979, when IRA accounts became more available, Edwin recognized a unique need that his banking customers had when it came to servicing IRAs. He founded the company known today as IRA Services, Inc., and its trust-chartered entity, IRA Services Trust Company.

Since IRA Services earlier years, Edwin has set an exemplary foundation for the rigorous system of assessment, strategy, and execution still used by his organization today.

 

IRA-Services-Gary-ShummGary Shumm

Vice President

Gary joined IRA Services in 1980 as the General Manager and Head of Compliance and Operations. He previously served as CFO of World Publications and held management positions at both National Semiconductor and Rocor International.

Gary is a Harvard University graduate with a Master’s degree in Business Administration. He has served as Vice President at IRA Services for the last 7 years and is responsible for leading the operations and compliance teams to provide the unrivaled service IRA Services has continued to offer over the past 35 years.

 

IRA-Services-Michael-McNairMichael McNair

Trust Officer

Prior to joining IRA Services as head of Client Services in 1995, Michael was employed with IBM as a marketing representative. He later founded Dataphile Inc., a computer service bureau and acquired an athletic club, both of which he operated for more than 20 years.

Michael is a graduate of San Jose State University with a Bachelor’s degree in Mathematics and a minor in Physical Education. He is a RITA-certified Self-Directed IRA Professional. Michael is responsible for maintaining client relationships and ensuring the highest standard in custodial responsibility across all our client accounts.

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Contact Us

IRA Services
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@IRAServices.com

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

IRA SERVICES AND IRA SERVICES TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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  • About Us
    • Why IRA Services?
    • Leadership
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    • Contact Us
  • Client Services
  • Log In
  • Self-Directed IRAs
    • About Self-Directed IRAs
    • Small Business Plans
    • Rollover IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • SIMPLE IRA
    • Self-Employed 401(k)
    • Open an Account
  • Alternative Assets
    • Real Estate
    • Promissory Notes & Trust Deeds
    • Private Equity
    • Managed Futures
    • Precious Metals
    • Equity Crowdfunding
    • Learn More About Alternative Assets
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  • Learning Center
    • F.A.Q.
    • Prohibited Transactions
    • Fraud Protection
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