1031 CORP. Exchange Team

photo-of-margo.jpgMARGO MCDONNELL, CRE, CES®
PRESIDENT & CEO
1-800-828-1031 ext.212
Cell: 610-680-6896

Read bio

Email Margo
photo-of-marissa.jpgMARISSA G. LoCASCIO, CES®
SENIOR VICE PRESIDENT & DIRECTOR OF OPERATIONS
1-800-828-1031 ext.210
Cell: 610-742-4351

Read bio
Email Marissa

 


COLLEGEVILLE, PENNSYLVANIA EXCHANGE TEAM


photo-of-sue.jpgSUSAN S. UMSTEAD, CES®
SENIOR VICE PRESIDENT
1-800-828-1031 ext.208
Cell: 610-755-8520

Read bio
Email Sue

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

Read bio
Email Cindi

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

Read Bio
Email Marilyn

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

Read bio
Email Angela

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

Read Bio
Email Grace

revEllieTrovato_CC_4web.jpgELLIE TROVATO
BUSINESS DEVELOPMENT MANAGER
1-800-828-1031 ext. 215

Read Bio
Email Ellie

   

BEND, OREGON EXCHANGE TEAM


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

Read bio
Email Danielle

2018_Emily_Carty_2_4_Web.jpgEMILY BROOKS
EXCHANGE OFFICER
1-866-388-1031 ext. 234

Read Bio
Email Emily

   

1031 CORP. CONSULTANTS


Sanna_Phinney.jpgSANNA PHINNEY, CES®
RETIRED

Read bio

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

Read bio
Email Bettye

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


Read bio
Email Rich

joe_szajnecki.jpgJOSEPH F. SZAJNECKI, CES®
CONSULTANT
1-800-734-1031

Read bio
Email Joe

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MARGO McDONNELL, CRE, CES®
PRESIDENT & CEO

Margo

Facebook link
Linked In link

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.

Back to top

 

SUSAN S. UMSTEAD, CES®
SENIOR VICE PRESIDENT

Susan

Facebook link
LinkedIN link

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 corps of exchange professionals who hold this coveted designation. Sue served on the CES® Certification Council for several years.

Back to top

 

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

Marisa

FB link
LinkedIN link

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.

Back to top

 

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 Branch Manager of the Collegeville, Pennsylvania branch where is located.

 

Back to top

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. She is also a former licensed New Jersey REALTOR granting Marilyn an in-depth understanding of the real estate industry. This experience is advantageous in working with her clients and all parties involved insuring a successful exchange.

Back to top

ANGELA KLISCH
EXCHANGE COORDINATOR

Angela

Angela joined the 1031 CORP. team in 2015 after successfully running her own business. With over 16 years of 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.

Back to top

GRACE RIVERA
EXCHANGE COORDINATOR

Grace_PA_web.jpg

Grace joined the 1031 CORP. team in May of 2017 as an Exchange Coordinator. Using her administrative and managerial experience, Grace has high attention to detail and excellent organizational skills. Grace assists two of our Excahnage Officers with preparing exchange documents, keeping track and logging all necessary exchange information, and helping clients throughout the entire process.

Back to top

ELLIE TROVATO
BUSINESS DEVELOPMENT MANAGER

revEllieTrovato_CC_4web.jpg

margo-li.gif

margo-fb.gif

Ellie joined 1031 CORP. in 2017 as an Exchange Coordinator. In January 2018, she became our Business Development Manager. 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 excellent services provided at 1031 CORP.

DANIELLE BROCK
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, earning her Certified Exchange Specialist® designation in 2003. 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.

Back to top

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.

Back to top

 

SANNA PHINNEY
CONSULTANT (RETIRED)

sanna phinney

LinkedIN

 

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. 

Back to top

BETTYE J. MATTHEWS, CPA,
CONSULTANT

Bettye

Bettye LinkedIN

 

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 is the president of Exchange Professionals, Inc. which partnered with 1031 CORP. in 2011. Bettye serves as a consultant for 1031 CORP. 

Back to top

 

RICHARD M. HELLER, ESQUIRE, CCIM, CES®
CONSULTANT

richard

Rich Facebook
Rich LinkedIN

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. 

Back to top

 

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.

Back to top