Ep #45 Secret Weapon For Passive Investing: Solo 401K And Self Directed IRA with Zachary Wilson

Episode 45 July 05, 2023 00:49:50
Ep #45 Secret Weapon For Passive Investing: Solo 401K And Self Directed IRA with Zachary Wilson
The Untold Stories of Real Estate Investing
Ep #45 Secret Weapon For Passive Investing: Solo 401K And Self Directed IRA with Zachary Wilson

Jul 05 2023 | 00:49:50

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Show Notes

On this episode of The Untold Stories of Real Estate Investing, host Wayne Courreges welcomes guest Zachary Wilson, an IRA specialist from Quest Trust Company. With over 20,000 clients and $2.8 billion in assets under administration, Quest Trust Company is the largest self-directed IRA custodian in Texas.  

Zach is originally from New Orleans, Louisiana. He began as a Chemical Engineer at LSU. After a couple of years, he realized that he wanted to take his life in a different direction. This led him to packing everything up and moving to Houston to pursue a degree in Finance at UH.  

Even then, the traditional route of a normal Finance major didn’t seem like the right fit. That’s when he found Quest. He started his career at Quest over 4 years ago in Quest’s Internal Auditing team. This meant that he led a team that looked over every investment that came through Quest. He learned in detail how these investments are structured.  

After that, he joined the IRA Specialist team which he is currently on. This allowed him to get a different perspective. Now not only does he know how most investments are structured at Quest, but he also now gets to take a deep dive into the networking and business development that make these deals possible. Quest has had a profound impact on his life and the way he views his own personal investments for the future.  

 

Topics Covered on Today’s Episode: 

 

Links and Resources: 

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