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President and CEO
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 $1.4 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 both Director of Business Development and Director of Operations for NuView Trust Company – a self-directed custodian with over $1.4 billion of assets under custody. Now, in his role as Corporate Vice 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.
Director of Operations
Tammy oversees all operations at NuView Trust and is responsible for the IRS reporting for client accounts.
Tammy began processing and managing the transaction team soon after NuView opened its doors. Her team has processed thousands of real estate purchases, along with private placements, notes, precious metals, and much more. Beyond her experience at NuView, she has managed the financial administration of several medical practices in the Central Florida area.
Tammy holds the Certified IRA Services Professional (CISP) designation, and serves as an important client advocate in developing and streamlining processes and procedures. When attending client events, Tammy is most often sought out for discussion of the practical aspects of buying and selling investments in an IRA.
Director of Institutional Sales and Operations