Contact Us

We're here for you.  

 

SDIRA icon Hours of Operation

Monday - Friday
8:00 am - 5:00 pm CST

 

SDIRA icon 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

 

SDIRA icon 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.