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

 


COLLEGEVILLE, PENNSYLVANIA EXCHANGE TEAM


photo-of-sue.jpgSUSAN S. UMSTEAD, CES®
SENIOR VICE PRESIDENT
1-800-828-1031 ext.208

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Cindi.jpgCINDI PLATT-ELLIOTT
PENNSYLVANIA BRANCH MANAGER
1-800-828-1031 ext. 216
  

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Marilyn_Johnson_web.jpgMARILYN DeANGELIS
EXCHANGE OFFICER
1-800-828-1031 ext. 207

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

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Angela 2015webANGELA KLISCH
EXCHANGE COORDINATOR
1-800-828-1031 ext. 214

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

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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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2018_Emily_Carty_2_4_Web.jpgEMILY BROOKS
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, CES®
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, CCIM, CES® 
CONSULTANT
1-800-734-1031


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joe_szajnecki.jpgJOSEPH F. SZAJNECKI, CES®
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 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 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


Sue joined 1031 CORP. in 1996 with over a decade of title experience, as an Exchange Coordinator. In 2002, she was promoted to Vice President and Senior Vice President in 2008. Sue works with her clients and their professional advisors as they determine the feasibility of an exchange and structure the transactions accordingly. She ensures all exchange documentation is prepared in strict compliance with IRS and Treasury Regulations. Sue has presented hundreds of seminars and continuing education courses to educate attorneys, accountants, REALTORS®, title agents and investors on 1031 exchanges and their many benefits. 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 corp of exchange professionals 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 is a paralegal and Certified Exchange Specialist®. She joined our exchange team in 2004 and quickly embraced her position as Exchange Coordinator earning the “Rookie of the Year” award for her positive attitude and willingness to learn. She has assisted thousands of clients accomplish their investment goals by deferring capital gains through 1031 exchanges. Regardless of size or complexity, Marissa can keep the process simple and worry-free for her clients. She routinely presents seminars and webinars to educate real estate professionals and investors on the many benefits of IRC Section 1031. In April of 2008, she earned the coveted designation of Certified Exchange Specialist® (CES®) offered through the Federation of Exchange Accommodators (FEA), the national trade association for exchange practitioners. In May, 2008 she was promoted to Senior Exchange Officer and in 2014 was named Vice President. Marissa served on the CES® Certification Council from 2010 – 2018 including a term as co-chair.

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CINDI PLATT-ELLIOTT
PENNSYLVANIA BRANCH MANAGER
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. In 2018, Cindi was named Branch Manager of the Collegeville, Pennsylvania branch where is located.

 

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MARILYN DeANGELIS
EXCHANGE OFFICER

Marilyn_Johnson_2.jpg

In 2016, Marilyn returned to 1031 CORP. where she previously worked from 2005 thru 2008 as an Exchange Officer. Prior to joining the 1031 CORP. Exchange Team, she worked as a real estate legal secretary and paralegal for many years. She is also a former licensed New Jersey REALTOR® granting her an in-depth understanding of the real estate industry and closing process. This experience is advantageous in working with her clients and all parties involved insuring a successful exchange.

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GRACE RIVERA
EXCHANGE OFFICER

Grace_PA_web.jpg

Grace joined the 1031 CORP. team in May of 2017 as an Exchange Coordinator and in November of 2018, she was promoted to Exchange Officer. Using her administrative and managerial experience to keep the exchange process easy. Grace has high attention to detail and excellent organizational skills that she utilizes when preparing exchange documents, keeping track and logging all necessary exchange information, and helping clients throughout the exchange process.

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ANGELA KLISCH
EXCHANGE COORDINATOR

Angela 2015web

Angela joined the 1031 CORP. team in 2015 after successfully running her own business. With over 16 years experience in a corporate work environment and possessing excellent organizational, time management and communication skills, Angela makes the coordination of the exchange process seamless for our clients. Angela gathers all necessary information for the preparation of your exchange documents and escrow instructions. She also monitors your closing dates and 45-Day Identification and 180-Day Exchange Period deadlines.

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KRISTEN McVEIGH
EXCHANGE COORDINATOR

Kristen-M-2019 - web-2

Kristen joined the 1031 CORP. team in October 2018 as an Exchange Coordinator. Kristen's prior experience includes working as a Logistics Management Specialist for the Department of Defense. Her attention to detail and excellent organizational skills make her an asset to our Exchange Team as she assists our Exchange Officers and clients through the exchange process. Kristen gathers all necessary information for the preparation of your exchange documents and escrow instructions. She also monitors your closing dates and 45-Day Identification and 180-Day Exchange Period deadlines.

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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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EMILY BROOKS
EXCHANGE OFFICER

2018_Emily_Carty_2_4_Web.jpg

Emily uses her years of customer service experience to keep the exchange process seamless for our clients. Her attention to detail helps keep the process simple while ensuring compliance with Treasury regulations and our company policies. She is based in our Bend, Oregon office. Emily holds a Bachelor of Arts Degree in Sociology from the University of Oregon.

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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, CCIM, CES®
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 holds the prestigious CCIM designation of the Commercial Investment Real Estate Council of the National Association of REALTORS® and is listed as an exchange specialist; and is also a Certified Exchange Specialist®. 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, CES®
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 is also a Certified Exchange Specialist® (CES®) and 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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