Contact Us
We're here for you.
Hours of Operation
Monday - Friday
8:00 am - 5:00 pm CST
Business Development
For assistance in opening a new IRA, please call or email us.
Phone: 866.928.9394 or 512.637.5739
Ryan Schneider, VP - Business Development
ryan.schneider@SDIRAServices.com
ext. 4004
Kelli Click, VP - Marketing
kelli.click@SDIRAServices.com
ext. 4001
Client Service
For assistance with an existing IRA account, please call or email us.
Phone: 866.928.9394 or 512.637.5739
Email: info@SDIRAServices.com
Forest Reel, VP - IRA Operations & Service
forest.reel@SDIRAServices.com
ext. 5610
Julie Seay, Client Relations Specialist
julie.seay@SDIRAServices.com
ext. 5748
Annette Blumenthal, Operations Specialist
annette.blumenthal@SDIRAServices.com
ext. 5740
Note: For security reasons, information such as account numbers, account holder names, passwords, or social security numbers should not be used in email correspondence.
