1031 Exchange Services

Corporate Services Group

The Corporate Services Group is the tip of the spear in risk management from a client�s perspective. While monitoring ever changing state and federal guidelines governing 1031 Exchange and Trust operations, the team oversees auditing policies and procedures that scrutinize for operational compliance.

The Corporate Services Group reports directly to Bill Exeter, Chairman, Chief Executive Officer and Chief Trust Officer.

David Peterson

Vice President and Compliance Officer

Open Positions