Our Team

1031 CORP. Exchange Team

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MARGO McDONNELL, CRE, CES®

President & CEO


1.800.828.1031 ext. 212

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MARGO McDONNELL, CRE, CES®

President & CEO

1.800.828.1031 ext. 212

Contact Margo

Margo assumed the helm of 1031 CORP. in 1994. She is a Certified Exchange Specialist® (CES®) with over two decades of experience in the 1031 exchange industry. She has been involved in exchange transactions of various size and complexity involving real and personal property, including delayed, reverse and improvement exchanges. Margo is a respected author and speaker and regularly presents seminars and continuing education courses nationwide to educate investors, business owners and their advisors on the benefits of 1031 tax-deferred exchanges.

Margo’s extensive work on behalf of the 1031 exchange industry includes spearheading efforts to launch a national certification and continuing education program for exchange practitioners and serving as founding chair of the Certified Exchange Specialist® (CES®) Certification Council of the Federation of Exchange Accommodators (FEA), the national trade association for exchange practitioners. She also served on the Board of Directors for the FEA and again since 2011. She is also a past president of the FEA and serves on several committees. In 2003, she was presented with the first ever FEA President’s Award and in 2008, she was honored with “The Margo McDonnell Certified Exchange Specialist® Perpetual Award for Outstanding Service” by the CES® Certification Council. 

She recently served on the Board of Directors of the Suburban West REALTORS® Association, (SWRA), the largest REALTOR® association in Pennsylvania, and also serves on the Advisory Council of their Commercial Chapter.  In 2016, she was invited to become a member of The Counselors of Real Estate.

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MARISSA G. LoCASCIO, CES®

Senior Vice President & Director of Operations


1.800.828.1031 ext. 210

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MARISSA G. LoCASCIO, CES®

Senior Vice President & Director of Operations

1.800.828.1031 ext. 210

Contact Marissa

Marissa joined our exchange team in 2004 and was awarded the “Rookie of the Year” award for her positive attitude and willingness to learn. Marissa is a paralegal and Certified Exchange Specialist® (CES®).  After facilitating thousands of like-kind exchanges, she was named Director of Operations in 2016. Marissa served on the CES® Certification Council from 2010 – 2018 including a term as co-chair. In 2019, Marissa was elected to the Federation of Exchange Accommodators (FEA) Board of Directors and will serve a 3-year term. She earned her Bachelor of Science from the University of Delaware and a paralegal certificate from Peirce College. She is based in our Collegeville, Pennsylvania headquarters.

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JORDAN BORN, J.D., LL.M.

General Counsel, 1031 CORP. & President, Reverse 1031 CORP.


1.800.828.1031 ext. 250

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JORDAN BORN, J.D., LL.M.

General Counsel, 1031 CORP. & President, Reverse 1031 CORP.

1.800.828.1031 ext. 250

Contact Jordan

Jordan is a graduate of the University of Illinois at Urbana-Champaign and has worked primarily in real estate law since obtaining his J.D. in 2005 and LL.M. in Commercial Real Estate Law in 2006 from the University of Illinois Chicago School of Law. Prior to working as General Counsel of 1031 CORP. and President of Reverse 1031 CORP., Jordan was in private practice where he advised and represented individuals, business entities, lenders, borrowers, landlords and tenants in all matters related to commercial and residential real estate, corporate law, and civil commercial litigation. He also served as national commercial counsel for a large title company and senior director for an exchange accommodator concentrating on facilitating safe harbor and non-safe harbor reverse exchanges as well as those involving property construction or improvements pursuant to IRC Section 1031.

Jordan frequently speaks to groups and presents webinars to audiences interested in tax-deferred exchanges, and is an active member of the Chicago Bar Association (Real Property Law & Real Estate Taxation Committees), Illinois Real Estate Alumni Forum, Illinois Real Estate Lawyers Association, Illinois State Bar Association (Real Estate Law Section), and Northern Illinois Commercial Association of Realtors. He has previously served on the Board of Directors for the Federation of Exchange Accommodators (Ethics Committee Chair, Education Committee & Government Affairs Committee) and Jewish Council for Youth Services (Board Designate, Finance Committee & Scholarship Committee).

Collegeville, Pennsylvania Exchange Team

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CINDI PLATT-ELLIOTT, CES®

Senior Exchange Officer


1.800.828.1031 ext. 216

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CINDI PLATT-ELLIOTT, CES®

Senior Exchange Officer

1.800.828.1031 ext. 216

Contact Cindi

In 2015, Cindi returned to 1031 CORP. where she previously worked from 2006 to 2009 as an Exchange Officer. As a former licensed Pennsylvania REALTOR®, Cindi has intimate knowledge of the real estate industry and knowledge of closing practices. This is very beneficial to her clients as well as the allied professionals she works with on a daily basis. Cindi consults with exchangers and their professional advisors to ensure all parties are working towards the common goal—a successful exchange. Cindi earned her Certified Exchange Specialist® (CES®) designation in May of 2019.

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GRACE RIVERA, CES®

Exchange Officer


1.800.828.1031 ext. 219

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GRACE RIVERA, CES®

Exchange Officer

1.800.828.1031 ext. 219

Contact Grace

Grace joined the 1031 CORP. team in 2017. She utilizes her administrative and managerial experience to keep the exchange process easy for her clients. Grace earned a Bachelor of Science from Cabrini College and is based in our Collegeville, Pennsylvania branch office.

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KRISTEN McVEIGH

Exchange Officer


1.800.828.1031 ext. 223

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KRISTEN McVEIGH

Exchange Officer

1.800.828.1031 ext. 223

Contact Kristen

Kristen joined the 1031 CORP. team in 2018. Kristen’s prior experience includes working as a Logistics Management Specialist for the Department of Defense. Kristen earned a Bachelor of Arts and MBA from LaSalle University. She is based in our Collegeville, Pennsylvania branch office.

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ELLIE TROVATO

Exchange Officer


1.800.828.1031 ext. 215

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ELLIE TROVATO

Exchange Officer

1.800.828.1031 ext. 215

Contact Ellie

Ellie joined 1031 CORP. in 2017 as an Exchange Coordinator. In January 2018, she became an Exchange Officer. Ellie has in-depth management experience and was previously Executive Director and School Director of TriState REALTORS® Commercial Alliance. Ellie’s passion, knowledge and personable approach reflects in her daily interactions and ensures that clients and contacts alike are well informed of the many benefits afforded by Section 1031 exchanges. Ellie is based in Collegeville, Pennsylvania branch office.

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DIANE MARKOFSKI

Exchange Coordinator


1.800.828.1031 ext. 214

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DIANE MARKOFSKI

Exchange Coordinator

1.800.828.1031 ext. 214

Contact Diane

Diane joined 1031 CORP. in 2019. Diane is a graduate of the University of Scranton. Diane has years of experience in the real estate industry, having worked for a title insurance agency preparing transactional documents and assisting an attorney with closings. She is based in our Collegeville, Pennsylvania branch office. 
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LYNN THOMPSON

Exchange Coordinator


1.800.828.1031 ext. 226

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LYNN THOMPSON

Exchange Coordinator

1.800.828.1031 ext. 226

Contact Lynn

Lynn joined the 1031 CORP. team in December 2020 as an Exchange Coordinator. She has several years of real estate and administrative experience that she has carried over to 1031 CORP. She is currently attending Villanova University in the hopes of acquiring her Paralegal Certificate. Lynn will be assisting the Exchange Team with all client matters.

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GABBIE DURANTE

Exchange Coordinator


1.800.828.1031 ext. 220

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GABBIE DURANTE

Exchange Coordinator

1.800.828.1031 ext. 220

Contact Gabbie

Gabbie joined the 1031 CORP. Team after working for a title company processing refinance packages for many lenders and assisting with customer service escalation. This experience made the transition to facilitating 1031 exchanges seamless. Gabbie earned a bachelor’s degree in management form Bloomsburg University.

Bend, Oregon Exchange Team

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DANIELLE BROCK, CES® 

Pacific Northwest Regional Manager


1.866.388.1031 ext. 232

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DANIELLE BROCK, CES® 

Pacific Northwest Regional Manager

1.866.388.1031 ext. 232

Contact Danielle

A lifelong resident of the Northwest, Danielle brings over 20 years of experience in various areas of the real estate industry including title and escrow, mortgage lending and residential building. She actively worked facilitating 1031 exchanges and providing superior service to the Central Oregon Community between 2000 and 2008. After taking a hiatus from the 1031 exchange business, Danielle is excited to use her broadened knowledge base to get back to helping taxpayers structure and successfully complete exchanges and to assist the professional community as their hometown 1031 expert. Danielle returned to the exchange industry in 2016 and earned her Certified Exchange Specialist® designation again in 2019.

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LAURA MARKHAM, JD

Exchange Officer


1.866.388.1031 ext. 234

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LAURA MARKHAM, JD

Exchange Officer

1.866.388.1031 ext. 234

Contact Laura

Laura joined 1031 CORP. in 2019. She is a licensed attorney in both Oregon and Arizona; and she has practiced in transactional and litigation matters primarily in the areas of real estate, land use, and construction. She has also worked in a legal advisor capacity to real estate professionals in Oregon, learning the many complexities of residential real estate transactions in Oregon. Laura has a keen eye for detail and enjoys the educational aspect of assisting clients with their 1031 exchanges. She hopes to make all clients feel empowered and informed through their exchange process. Laura is based in our Bend, Oregon branch office.

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DEANNA ADZIMA

Exchange Coordinator


1.866.388.1031 ext. 236

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DEANNA ADZIMA

Exchange Coordinator

1.866.388.1031 ext. 236

Contact Deanna

Deanna Adzima joined 1031 CORP. in 2018. Her experience as a licensed real estate professional and transaction coordinator enables her to meet the needs of her clients throughout each important step of the exchange process. In her role as Exchange Coordinator, she supports our Exchange Officers  by handling the details of the exchange to ensure a successful transaction. Deanna holds a Bachelor of Science in Information Systems from the University of Redlands (CA) and a Bachelor of Arts in English from San Diego State University (CA).

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TAWNEE BURTON

Exchange Coordinator


1.866.388.1031 ext. 238

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TAWNEE BURTON

Exchange Coordinator

1.866.388.1031 ext. 238

Contact Tawnee

Tawnee joined the 1031 CORP. Bend Exchange Team in November of 2020. Originally from San Diego, California, Tawnee lived in Reno for a few years prior to making Bend, Oregon home in February 2020. Tawnee is an Enlisted member of the Nevada Army National Guard, where she serves at a Paralegal Specialist.

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JENELLE ANDERSON

Exchange Coordinator


1-866-388-1031 ext. 240

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Jenelle

JENELLE ANDERSON

Exchange Coordinator

1-866-388-1031 ext. 240

Contact Jenelle

Jenelle is an Exchange Coordinator for our Bend office.  She joined the team in 2021 with a diverse background in office administration and has worked as a life skills coach and a case manager at a nonprofit for individuals receiving services from Oregon Department of Developmental Disability Services. Her experience in customer service, meeting required deadlines, document preparation and juggling a large caseload has helped prepare her for working with clients completing exchanges. Jenelle earned a Master of Adult Education and has taught computer classes to seniors and the general adult population. She enjoys working with people and is dedicated to helping others succeed.

 

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BRITTANIE FORD

Exchange Coordinator


1.866.388.1031 ext. 231

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BRITTANIE FORD

Exchange Coordinator

1.866.388.1031 ext. 231

Contact Brittanie

Brittanie joined 1031 CORP. in October 2021. She joined the Exchange Team with six years of title and escrow experience. She enjoys working closely with real estate investors, sales associates, and lenders, focusing on providing the utmost customer service and communication.  Brittanie uses her vast title and escrow knowledge to help keep the exchange process easy for her clients.   

Business Development

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CONNIE CUSTER

Business Development Representative


1.800.828.1031 ext. 230

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CONNIE CUSTER

Business Development Representative

1.800.828.1031 ext. 230

Contact Connie

Connie Custer joined 1031 CORP. in April 2021 as a business development representative. She has over 10 years of experience in real estate with decades in business development sales. As a former licensed Pennsylvania REALTOR®, Connie has knowledge of the residential and commercial real estate markets. Connie received her real estate education through CCIM and Temple University Real Estate Institute. She understands office brokerage, development, and investment practices. For five years, she worked in the Chicago office of GE Capital Real Estate as a valuation analyst supporting asset managers on all assets classes and supported the Toronto office during her first year with GE. Connie holds a BA in Organizational Behavior with minors in Marketing and French.  She is based in the Collegeville, PA headquarters but will have a national focus.

1031 CORP. Consultants

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SUSAN UMSTEAD, CES®

Senior Vice President


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SUSAN UMSTEAD, CES®

Senior Vice President

Contact the Collegeville Team

After nearly 24 years, Sue retired from the day-to-day operations of 1031 CORP. on March 31, 2020 but will continue to assist with consulting, employee training, business development and strategic initiatives. She remains an officer, director and shareholder of 1031 CORP. and our sister company, Reverse 1031 CORP. She joined 1031 CORP. in 1996 with over a decade of title experience, and was involved in thousands of like-kind transactions nationwide of various size and complexity and has presented countless 1031 exchange seminars and continuing education courses. In 2003, she was among the first in the 1031 exchange industry to earn her Certified Exchange Specialist® (CES®) designation offered through the our national trade association, Federation of Exchange Accommodators (FEA). Sue is among an elite group of exchange professionals nationwide who hold this coveted designation. Sue served on the CES® Certification Council for several years.

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BETTYE J. MATTHEWS, CPA

Consultant


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BETTYE J. MATTHEWS, CPA

Consultant

Contact the Collegeville Team

Bettye has been a Certified Public Accountant (CPA) since 1982, and is currently licensed in Maryland. She has an excellent foundation in the income tax issues of Real Estate transactions. During the mid 1980's she was on the faculty of the University of Maryland Conferences and Seminars Division, where she facilitated three-day seminars on the effects of Federal and State Income Tax on Real Estate transactions for real estate brokers licensed in Maryland. Author of “The 1031 Handbook,” she was the president of Exchange Professionals, Inc. when it partnered with 1031 CORP. in 2011. Bettye serves as a consultant for 1031 CORP and is based in Maryland. 

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RICHARD M. HELLER, ESQUIRE

Consultant


1.800.734.1031

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RICHARD M. HELLER, ESQUIRE

Consultant

1.800.734.1031

Contact the Collegeville Team

Rich is a practicing attorney in Media with an extensive practice in real estate and formerly president of R.E.I. Consultants, Ltd., a 1031 qualified intermediary company. He serves as an instructor and lecturer on real estate topics throughout the country. He is a past chair of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association and is a fellow of the American College of Real Estate Lawyers. He was Resource Counsel to the Standard Forms Committee of the Pennsylvania Association of Realtors. He is a member and former vice chair of the American Bar Association Purchase and Sale of Residential Real Estate Committee of the Real Property, Probate and Trust law Section and a member of the ABA’s Section of Taxation, Committee on Sales, Exchange and Basis. Rich serves as an advisor to the Joint State Government Commission (Real Estate Tax Force) of the Pennsylvania General Assembly, and is an Adjunct Professor in the Master of Science Tax program at Philadelphia University.
He is a member of the American, Pennsylvania and Delaware County Bar Associations. He has been named a Pennsylvania Super Lawyer for 2004 through 2011, in the field of real estate. Rich received his B.S. from West Chester University and his J.D. from Villanova University School of Law. 

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JOSEPH F. SZAJNECKI

Consultant


1.800.734.1031

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JOSEPH F. SZAJNECKI

Consultant

1.800.734.1031

Contact the Collegeville Team

Joe has been actively involved in the exchange business since 1991 and was formerly the vice-president and general manager of R.E.I. Consultants, Ltd., a 1031 qualified intermediary company. Joe has assisted countless taxpayers structure a 1031 tax-deferred exchange. He is a graduate of Temple University with a B.S. degree in education and also a paralegal degree from The Pennsylvania State University. In 1983, he received an award from Outstanding Young Men of America.

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SANNA PHINNEY

Retired


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SANNA PHINNEY

Retired

Contact the Bend Team

Sanna founded 1031 Asset Exchange in 2003. In April 2014, 1031 CORP. acquired the assets of 1031 Asset Exchange and Sanna joined the 1031 CORP. Exchange Team. In October 2017, Sanna officially retired and in November 2017, she and her husband, Chuck, finally realized their dream and relocated to a lovely town in the south of France.