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Glen is the Founder of NuView IRA and has been its leader since 2003. In 2018, he also created NuView Trust, expanding the growing business of self-directed IRAs into new services to further reduce or eliminate taxes. His clients invest in real estate, notes, private placements, precious metals, LLCs, and a multitude of unique assets, with the aim of growing without taxation.
Glen holds a BS in Business Management and a Masters in Information Systems from the University of Southern California. After working in various corporate finance and strategy positions, Glen decided to create opportunities for individuals to invest their tax-advantaged funds in non-traditional markets, just as he had been doing himself for several years. His message has resonated, with over $1.7 Billion of assets directed on the platform of NuView Trust. He is a sought-after speaker on the national stage, podcasts, and radio, and is passionate about the power of personal choice and reducing the negative impact of taxes while building wealth.
He is married with four children and lives in Mt. Dora, Florida.
Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. He has served as Director of Business Development, Director of Operations, and Vice President for NuView Trust Company – a self-directed custodian with over $1.7 Billion of assets under custody. Now, in his role as President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.
Outside of his role at NuView, Jason serves as Co-founder and Chairman of Chair the Love, a 501(c)(3) organization, which provides wheelchairs and other mobility-related services to those in need.
He currently resides in Central Florida with his wife, Christina, son, Tyler, and daughter, Delaney.
Chief Operating Officer
Jim Rice is a highly driven senior executive with over 25 years of experience in strategic planning, implementation, and supervision of all elements of the mortgage banking industry. In his current role as Chief Operating Officer at NuView Trust, Jim plays a critical role in the refinement, design, and integration of organization-wide, cross-team systems and processes to ensure alignment and increased operational efficiency. His goal is to continuously drive the operationalization of the strategic plan with a human-centered focus.
Jim is passionate about business and business process management. He is recognized as a strong leader and motivator, and he is experienced at building award-winning teams. Jim is the proud father of four children, two daughters-in-law, and five grandchildren. He is a proud military veteran and served honorably in the United States Marine Corps and does whatever he can to help his fellow veterans.
Director of Marketing
Bryan Poss joins the NuView Trust team with more than 17 years of experience helping high-growth B2B and B2C businesses increase their sales and marketing capacity. He started his career at a 3-person educational technology startup as a sales account manager and eventually grew into a marketing executive role. Through his leadership, he was able to rapidly develop the startup through aggressive go to market strategies, leading to the acquisition of the company by Providence Equity Partners.
Now, in his current role as Director of Marketing, Bryan oversees NuView’s marketing strategy and execution, including demand generation, digital marketing, content marketing, and events.
Throughout his career, he has learned that what matters is getting the right information to the right people at the right time. Bryan helps our customers learn how they can grow their retirement wealth through tax-advantaged investing using self-directed IRAs.
Bryan currently uses a self-directed IRA investing in real estate, technology startups, and publicly traded assets. He currently lives in Clermont, FL where he enjoys wakeboarding and boating with his wife and son.
Director of Institutional Sales
Lisa spent the majority of her professional career in the insurance industry. During that time, she worked in multiple offices, with her longest tenure as a senior branch manager, overseeing both the sales and service teams for a Fortune 100 company. In 2014, she decided to relocate to Central Florida and open her own insurance agency. After nineteen years in the insurance industry, including five years of running her own successful business, Lisa decided to sell her book of business and pursue a new career in alternative investments.
Lisa’s career in insurance gave her the opportunity to network with real estate investors and professionals and learn more about their craft – ultimately giving her the wherewithal to start investing herself.
In addition to continuously expanding her own industry knowledge, Lisa’s mission is to develop lasting relationships with advisors, investment sponsors, and broker-dealers. She does this so that they may receive enough support to make their clients’ investment journeys simple and seamless.
Some of her past accomplishments include Affiliate of the year, iLatina Entrepreneur of the Year, Agency owner of the year, Golden Torch Award, National Legends of Golf Winner, Branch Manager of the Year.
Director of Retail Sales
Nate Hare has been involved in real estate since 2003 when he started in the mortgage industry and began buying his own real estate investments. In 2012 Nate transitioned into the self-directed IRA industry where he has personally educated over 50,000 investors on the power of using IRAs and other tax-exempt vehicles to own real estate, promissory notes, private equity, and much more. Nate is a Certified IRA Services Professional (C.I.S.P.) through the American Banking Association and is also well versed in all types of real estate investments, and private lending. Some of Nate’s previous accomplishments include being:
1. Named to Top 100 People in Finance for 2019 – Top 100 Magazine
2. Featured on SDIRA article in US News and World Report, Jan 2017
3. Featured on Fox Morning News San Antonio, Dec 2014
4. Featured on Success in Real Estate Radio (SIRE Radio), March 2014, April 2014
5. Featured on SDIRA article in US News and World Report, Feb 2014 5. Received the Certified IRA Services Professional (C.I.S.P.) from American Bankers Association 2014.
Nate oversees the Retail Sales Department and is a part of the 6-member executive leadership team for Nuview Trust Company. Nuview’s administration of self-directed IRAs is based out of Orlando where they have experienced tremendous growth since 2003. Nuview currently administrates over $1.7 Billion Dollars in client assets, with over 12,000 current clients.