President & CEO
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.
Senior Vice President & Director of Operations
1.800.828.1031 ext. 210
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.
Senior Exchange Officer
1.800.828.1031 ext. 216
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.
1.800.828.1031 ext. 219
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.
1.800.828.1031 ext. 223
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.
1.800.828.1031 ext. 214
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.
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.
Pacific Northwest Regional Manager
1.866.388.1031 ext. 232
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.
1.866.388.1031 ext. 234
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.
1.866.388.1031 ext. 236
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).
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.
Business Development Representative
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.
1.800.828.1031 ext. 205
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.
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.
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.