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
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 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.
David has worked in the DST-TIC and institutional real estate industry for over 18 years. He has to date raised or assisted in the raise, structure and acquisition of more than $1.3 billion of accredited and institutional investor equity into real estate, energy and renewable programs worth an estimated $3 billion. David has 10 years of prior experience as a fee-based Financial Advisor and Certified Fund Specialist, assisting his clients in structuring suitable risk-based investment portfolios, and has over 5 years of prior experience in public and private Accounting and Finance.
David received his BS in Business/Accounting from San Diego State University, and his Certified Fund Specialist (CFS) designation from the Institute of Business and Finance. He holds FINRA Series 7, 31, 63, and 65 licenses.
After two decades as an Advisor, he had accumulated dozens of rental properties and eventually realized that managing them wasn’t all that it was cracked up to be. He thought “There had to be a better way.”
Upon discovering the DST, he quickly realized that many others were probably experiencing the same tenant headaches as he was, but they likely had no idea that there was a passive 1031 alternative to Property Management. This changed Joe’s career path, and today he specializes in bringing this powerful option to those who are equally unhappy with “landlording,” and would prefer to enjoy their retirements while the professionals managed their RE portfolios for them.
Joe obtained a BE in Electrical Engineering from Stony Brook University, and currently holds FINRA Series 7 & 63 licenses, as well as New York Life and Health Insurance certifications.
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.