1031 CORP. Exchange Team

photo-of-margo.jpgMARGO MCDONNELL, CRE, CES®
PRESIDENT & CEO
1-800-828-1031 ext.212

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photo-of-marissa.jpgMARISSA G. LoCASCIO, CES®
SENIOR VICE PRESIDENT & DIRECTOR OF OPERATIONS
1-800-828-1031 ext.210

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Email Marissa

 

photo-of-sue.jpgSUSAN S. UMSTEAD, CES®
SENIOR VICE PRESIDENT
1-800-828-1031

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COLLEGEVILLE, PENNSYLVANIA EXCHANGE TEAM


v3-Cindi-5-2019CINDI PLATT-ELLIOTT, CES®
SENIOR EXCHANGE OFFICER
1-800-828-1031 ext. 216

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Grace_PA_web.jpgGRACE RIVERA, CES®
EXCHANGE OFFICER
1-800-828-1031 ext. 219 

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Kristen-M-2019 - web-2KRISTEN McVEIGH
EXCHANGE OFFICER
1-800-828-1031 ext. 223

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Diane-Markofski-1-200pxDIANE MARKOFSKI
EXCHANGE COORDINATOR
1-800-828-1031 ext. 214

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BEND, OREGON EXCHANGE TEAM


4_web_crppd_2_2018_Danielle_Brock.jpgDANIELLE BROCK, CES® 
PACIFIC NORTHWEST REGIONAL MANAGER
1-866-388-1031 ext. 232

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Laura M - headshot-3crppd-smlLAURA MARKHAM, JD
EXCHANGE OFFICER
1-866-388-1031 ext. 234

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DeannaDEANNA ADZIMA
EXCHANGE COORDINATOR
1-866-388-1031 ext. 236

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1031 CORP. CONSULTANTS


Sanna_Phinney.jpgSANNA PHINNEY
RETIRED

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photo-of-bettye.jpgBETTYE J. MATTHEWS, CPA
CONSULTANT
1-800-828-1031 ext. 205

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richard.jpgRICHARD M. HELLER, ESQUIRE 
CONSULTANT
1-800-734-1031


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joe_szajnecki.jpgJOSEPH F. SZAJNECKI
CONSULTANT
1-800-734-1031

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MARGO McDONNELL, CRE, CES®
PRESIDENT & CEO

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 thousands of exchange transactions of various size and complexity involving real and personal property assets, 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 like-kind 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 served on the FEA Board of Directors from 1997 - 2008 and again from 2011- 2019. She is also a past president of the FEA and continues to serve on several committees. In 2003, she was presented 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 serve 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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SUSAN S. UMSTEAD, CES®
SENIOR VICE PRESIDENT

Susan


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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MARISSA G. LoCASCIO, CES®
SENIOR VICE PRESIDENT & DIRECTOR OF OPERATIONS

Marisa

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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CINDI PLATT-ELLIOTT, CES®
SENIOR EXCHANGE OFFICER

v3-Cindi-5-2019

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

Grace_PA_web.jpg

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

Kristen-M-2019 - web-2

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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DIANE MARKOFSKI
EXCHANGE COORDINATOR

Diane-Markofski-1-200px

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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DANIELLE BROCK, CES®
PACIFIC NORTHWEST REGIONAL MANAGER

2018_Danielle_Brock_2_4web.jpg

 

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

Laura M - headshot-3crppd-sml

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

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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SANNA PHINNEY
CONSULTANT (RETIRED)

sanna phinney

 

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. 

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BETTYE J. MATTHEWS, CPA,
CONSULTANT

Bettye

 

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

richard

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

joe

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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