We will always keep your best interests at the forefront while creating personalized wealth strategies to mitigate tax liability and help you keep more of what you make. We are committed to forging valued relationships through integrity, accountability, responsiveness and teamwork.
ROBERT L. BOGGESS
Chief Executive Officer, Chief Strategist
Robert L. Boggess is the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies. He has been helping investors build, manage and preserve financial wealth for 30 years. Bob’s focus is developing innovative, tax-efficient investment strategies.
Bob specializes in developing Tax-Efficient Investment Strategies by providing investment solutions that assist his clients in meeting their goals and objectives using: real estate, financial instruments, alternatives, and insurance products. His strategies focus on: wealth building, wealth maintenance, wealth protection, and estate planning, while minimizing taxable impacts.
PROFESSIONAL DESIGNATIONS Bob is a Registered Representative with Great Point Capital, LLC, (Member FINRA/SIPC). Registered Investment Advisor Representative with Great Point Capital, LLC, a SEC registered advisory firm, (CA, WA). His securities registrations are FINRA Series 7, 22, 62, 63, and 65. Bob has an Insurance Producers License (WA). He is also a Licensed Real Estate Broker – RE/MAX Metro Realty, Inc. (WA), CCIM Designee – CCIM Institute.
Marketing and Operations Manager
Tracy Zitnik manages external communications and marketing, she also manages the administrative and organizational aspects of our programs. She has previously owned and managed small businesses in the legal and health fields.
Tracy has a Professional Certificate for Public Relations from the University of Washington, a B.A. in Communications from the University of Nebraska at Omaha, and a Juris Doctor from Creighton University School of Law.
Tracy Zitnik has an active law license in Washington State and inactive in California and Nebraska. Neither Tracy Zitnik nor anyone associated with IREXA Financial Services/Wealth Strategies provides tax or legal advice.
Doug joins the firm with a background in Alternative Investments, Wealth Management & Insurance Solutions. Before Joining IREXA he worked as a wholesaler for Cantor Fitzgerald where he provided the marketplace with Non-traded REITs, DSTs & Opportunity Zones. For the first time in his financial services career he came across an investment solution that he is truly passionate about, DSTs. This turnkey solution is an incredible opportunity for investors who may not have the time, energy or real estate expertise to find and/or manage a replacement property.
Doug received his bachelor’s degree from Western Michigan University and holds FINRA licenses Series 7, 63, 65 & 24. He currently resides in Newport Beach, CA with his beautiful fiancée, Pegah.