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As VP, Institutional and Retail Client Services, Dimetra leads her team in providing premier customer service to PENSCO’s retail and institutional clients. She excels in cultivating long-lasting relationships with clients, a quality that has shined through in her progressive leadership roles at PENSCO since joining the company in 2012.
Prior to joining PENSCO, Dimetra managed the Client Services team at Lincoln Trust Company, where she also served as a relationship manager for institutional and high-net worth accounts. Dimetra is a Certified IRA Services Professional (CISP) with the American Bankers Association and a Self-Directed IRA Professional (SDIP) through the Retirement Industry Trust Association. She has more than 12 years of financial services and leadership experience.
In 2020, traditional and Roth IRA contribution limits will remain at $6,000 for the second year in a row. But changes are coming in the new year... Read this article »
It is well known that one advantage of a self-directed IRA is that it may allow you to grow your investments tax-deferred if you use a traditiona... Read this article »
IRAs are one of the fastest growing components of the US retirement market, representing nearly one-third of the $27.1 trillion market. What’s dr... Read this article »
Many self-directed IRA owners are savvy investors who enjoy actively managing their retirement savings and choosing their own investments. But al... Read this article »
Congratulations on your wedding! Your new baby! Your retirement! Now have you updated your IRA beneficiary information? These well wishes all so... Read this article »