About WealthFlex
The WealthFlex team is working to transform the self-directed IRA by offering an ultra-intuitive online platform that makes it easy, fast, flexible, and cost-effective to access higher-yield private investments, providing instant access to investable cash with no need for plan administrator involvement.
Joe used his IRA to purchase a 16-acre baseball park in Olympia, WA. He has made several angel investments over the years and is a former Merrill Lynch stock broker and CitiGroup Senior Vice President. As a Certified IRA Services Professional (CISP), his deep knowledge of IRA structures and retirement plan permissibility rules have made him a vital part of our team.
Bryan began his career leading engineering teams at Microsoft from 1995 to 2006 and has a number of US patents. Bryan founded TalentSpring, Inc. in 2006 that was acquired in 2010 by Talent Technology Corporation. More recently Bryan has founded startups and run an engineering consulting firm. He has also spent time over the years mentoring new founders at The Founders Institute, TechStars (A Microsoft Accelerator) and Startup Next. He has a degree in Computer Science from the University of California, San Diego.
