Directed IRA | Directed Trust Company Employee Directory

Q: What is Directed IRA | Directed Trust Company known for?

Directed IRA | Directed Trust Company was founded in 2018. Directed IRA | Directed Trust Company operates in the Financial Services industry.

Financial ServicesArizona, United States51-200 Employees

Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, private funds, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, starts ups and small business, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. 

Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure.

- Regulated Trust Company by the Arizona Department of Financial Institutions.
- We follow strict capital requirements required by licensed financial institutions.
- Annual outside audits by third-party CPAs.
- Regular examinations by our banking department regulators.
- Financial institution insurance and bonding.

Find Directed IRA | Directed Trust Company employees' phone numbers or email addresses

Directed IRA | Directed Trust Company Global Highlights

North America
58

United States Of America
58

Directed IRA | Directed Trust Company's Leadership

M. S.
Ceo
Mobile Phone
Email
K. M.
Chief Financial Officer
Mobile Phone
Email
J. O.
Chief Of Staff To The Ceo | Sr. Account Exec
Mobile Phone
Email
A. H.
Chief Operating Officer, Trust Committee
Mobile Phone
Email
N. H.
Vice President Of Sales And Strategic Relationships
Mobile Phone
Email
J. M.
Vice President Of Business Development
Mobile Phone
Email
M. C.
Vp Of Technology
Mobile Phone
Email
J. M.
Vice President Of Business Development
Mobile Phone
Email

Directed IRA | Directed Trust Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Accounting
Education
Entrepreneurship
Other
Business

Contact profiles from Directed IRA | Directed Trust Company

Name

Title

Contact Info

Location

Last Update

J. S.
Director Of New Accounts And Client Services
Mobile Phone
Email
Dec 17, 2024
P. B.
Director Of Marketing
Mobile Phone
Email
United StatesArizona
Jun 07, 2023
D. T.
Senior Account Executive And Relationship Manager
Mobile Phone
Email
United StatesArizona
Oct 21, 2025
M. D.
Manager, Investment Transactions
Mobile Phone
Email
United StatesArizona
Aug 11, 2025
M. D.
Relationship Manager
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
J. B.
Accounts Receivable Manager
Mobile Phone
Email
United States
Jan 27, 2026
K. W.
Manager, Client Services
Mobile Phone
Email
United StatesArizona
Nov 16, 2025
N. S.
Human Resources Manager
Mobile Phone
Email
United StatesArizona
Mar 06, 2025
L. C.
Team Lead, Onboarding And Transfers
Mobile Phone
Email
United StatesArizona
Oct 22, 2025
J. B.
Manager Crypto Division
Mobile Phone
Email
United StatesTexas
Aug 03, 2024

Frequently Asked Questions

What is Directed IRA | Directed Trust Company known for?

Directed IRA | Directed Trust Company was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 3033 North Central Avenue Suite 400 Phoenix, Arizona 85012 United States. Explore Directed IRA | Directed Trust Company's company overview page for more information.

What is Directed IRA | Directed Trust Company's most common email format?

Directed IRA | Directed Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Directed IRA | Directed Trust Company email formats with LeadIQ.

How many employees does Directed IRA | Directed Trust Company have currently?

Directed IRA | Directed Trust Company has approximately 52 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Directed IRA | Directed Trust Company's key employees and leadership?

As of April 2026, Directed IRA | Directed Trust Company's key employees include:

Ceo: M. S.
Chief Financial Officer: K. M.
Chief Of Staff To The Ceo | Sr. Account Exec: J. O.
Chief Operating Officer, Trust Committee: A. H.
Vice President Of Sales And Strategic Relationships: N. H.

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