We Have The Answers You Are Looking For. Go Ahead, Ask.
Our nationwide 1031 exchange, trust, agency and custody account administrators have exceptional insight and experience and include some of the most knowledgeable professionals in the industry today. We are always available–day or night–to answer your 1031 tax deferred exchange, self-directed IRA, self-directed individual 401 (k) plan, specialty holding escrow, title holding trust (land trust) and custody service questions no matter how technical or complex they may be.
We Are Multilingual
We speak English, Spanish, Arabic, and Farsi. You can reach our Administrators by calling toll free (866) 393-8377
Executive Leadership Group
William L. Exeter
Chair and Chief Executive Officer
Maureen H. Brown
Vice-Chair, President and Chief Operating Officer
Brett L. Davis
Senior Vice President and Chief Trust Officer
Hiba I. Exeter
Vice President, Treasurer and Business Development
Amanda J. Brynoff
Vice President and Controller
David M. Peterson, Esq.
Vice President and Compliance Officer
Phuong Tran
Assistant Vice President and Chief of Staff
1031 Exchange Services Group
National Corporate Headquarters Office, San Diego, California
Maureen H. Brown
Vice-Chair, President and Chief Operating Officer
Tamara I. Al-Nedawi
1031 Exchange Officer
Jazmarie Capps
Senior 1031 Exchange Account Specialist
Open Position
1031 Exchange Transaction Coordinator
Sydney Herrera
Senior 1031 Exchange Assistant
Kristin Melara
1031 Exchange Assistant
Samara Khasru
Receptionist and Office Assistant
Kimberly Lopez-Sanchez
Receptionist and Office Assistant
Other Open Positions
Mountain Regional Office, Cheyenne, Wyoming
Brooke Vebelun
1031 Exchange Administrative Assistant
Southwest Regional Office, Phoenix, Arizona
Brenda Doolittle
1031 Exchange Administrator
Amy Doolittle
Receptionist and Office Assistant
Exeter Trust Company, Cheyenne, Wyoming
Retirement, Custody and Trust Operations Group
Brett L. Davis
Senior Vice President and Chief Trust Officer
Amy Freeman
Custody Services Specialist
Business Development and Marketing Group
William L. Exeter
Chair and Chief Executive Officer
Hiba I. Exeter
Vice President, Treasurer and Business Development Officer
National Corporate Headquarters Office, San Diego, California (Southern California)
Lauren H. Speidel
Assistant Vice President and Regional Manager
Midwest Regional Office, Chicago, Illinois (Midwest Region)
Alineh Mouradian
Business Development Officer
Los Angeles Regional Office (Southern California)
Cole Walters
Business Development Officer
Southwest Regional Office, Phoenix, Arizona (Southwest Region)
Corporate Finance Group
Amanda J. Brynoff
Vice President and Controller
Patricia Nogo
Accounting Specialist
The Exeter Group, LLC
Exeter 1031 Exchange Services, LLC
404 Camino del Rio South, Suite 600
San Diego, CA 92108
(619) 239-3091 Office
(866) 393-8370 Toll Free
(619) 822-1571 Fax
Exeter Trust Company
Exeter Asset Services Corporation
205 Storey Boulevard, Suite 200
Cheyenne, Wyoming 82009
(307) 222-8750
(866) 383-8371 Fax
State of Washington Required Notice
Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner.