Company Performance Metrics
- Kevin Dodson: Chief Executive OfficerPast Role: Datu Health, SVP of User Experience & Chief Strategy Officer
Aaron Benway: Chief Revenue OfficerPast Role: HSA Coach, Founder/CEO
The idea behind New Direction Trust Company began in 2001. Future NDIRA Co-founder and President Catherine Wynne was a mechanical engineer working in nuclear power and investing in real estate on the side. After rolling over her 401(k) into a new IRA account with a national provider, Catherine discovered that her brokerage-house account provider
wouldn't allow real estate investing with her IRA.
At this time, NDTCO's future Co-Founder and CEO Bill Humphrey was also interested in self-directing his IRA to invest in real estate. Bill and Catherine shared the belief that finding an IRA administrator with the capacity to allow alternative asset investing in an IRA shouldn't be a complicated or confusing process for investors. From this belief, New Direction Trust Company was born.
