Directed Trust Company Employee Directory

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 Trust Company employees' phone numbers or email addresses

Directed Trust Company Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

Directed Trust Company's Leadership

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    J. O.
    Chief Of Staff To The Ceo | Sr. Account Exec
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    K. M.
    Chief Financial Officer
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    A. H.
    Chief Operating Officer, Trust Committee
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    N. H.
    Vice President Of Sales And Strategic Relationships
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    J. M.
    Vice President Of Business Development
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    M. C.
    Vp Of Technology
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    J. M.
    Vice President Of Business Development
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    M. J. K.
    Co-Founder And Board Member
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Directed Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Education
  • Entrepreneurship
  • Other
  • Business

Contact profiles from Directed Trust Company

Name
Title
Contact Info
Location
Last Update
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    C. R.
    Trust Analyst
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    United StatesArizona
    Oct 17, 2024
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    M. K. R.
    Trust Accounting Team - Outgoing Transactions
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    United StatesArizona
    Oct 18, 2024
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    R. B.
    Accounts Receivable Specialist
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    UNITED STATES
    Mar 07, 2023
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    S. A.
    Client Services Representative
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    United StatesIdaho
    Oct 16, 2024
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    T. K.
    Sales Specialist
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    UNITED STATES
    Mar 07, 2023
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    M. P.
    Credit Analyst
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    Nov 19, 2025
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    A. H.
    Chief Operating Officer, Trust Committee
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    United StatesArizona
    Oct 19, 2025
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    A. N.
    Account Representative/ Transaction Processor
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    United StatesArizona
    Oct 23, 2025
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    N. W.
    Directed Ira
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    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. A.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Directed Trust Company known for?

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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 Trust Company's company overview page for more information.

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

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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 Trust Company email formats with LeadIQ.

How many employees does Directed Trust Company have currently?

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

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

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As of February 2026, Directed Trust Company's key employees include:

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

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