At Accruit, we deliver unmatched expertise backed by the highest credentialed team in the 1031 exchange industry. Our professionals include specialized 1031 attorneys, CPAs, and Certified Exchange Specialists® (CES®)—each bringing deep technical knowledge and a commitment to client success.
We don’t just follow best practices—we help define them. Accruit’s team consists of respected thought leaders who actively shape 1031 exchange processes, compliance standards, and industry innovation. When you partner with Accruit, you’re not just working with a Qualified Intermediary—you’re working with the best minds in the business.
Prior to co-founding Accruit in 2000 in Denver, CO, Brent pioneered the development of innovative Qualified intermediary programs for 1031 exchanges for a Fortune 500 Company. Now he leads one of the country’s largest qualified intermediary companies offering the industry’s only patented technology solution for managing like-kind exchanges.
Past FEA President
Co-Chair of FEA Government Affairs Committee
Prior to co-founding Accruit in 2000 in Denver, CO, Brent pioneered the development of innovative Qualified intermediary programs for 1031 exchanges for a Fortune 500 Company. Now he leads one of the country’s largest qualified intermediary companies offering the industry’s only patented technology solution for managing like-kind exchanges. Post-acquisition to Inspira Financial in 2023, Brent continues to lead the Accruit Team focusing his time on major strategic initiatives. Brent is also a member of Inspira Financial’s extended leadership team.
A frequent industry speaker and panelist, Brent has actively worked to expand awareness of the benefits Qualified intermediaries represent for businesses across a wide range of industries. As a past president of the Federation of Exchange Accommodators (FEA) and co-chair of the Government Affairs committee for 5 years, Brent continues his involvement with the organization and its initiatives. Brent is an active advocate for ensuring like-kind exchanges continue to be supported in legislative initiatives. Brent has participated in over 150 meetings in our Capitol advocating for 1031s including discussions within the White House, Treasury, and Congress.
In addition to his role at Accruit, Brent was previously the co-chair and remains on the board of Colorado Succeeds, a non-partisan coalition of business leaders committed to improving the state’s education system. He is also a founding member and board member of Generation Ocean, a Colorado non-profit organization mobilizing and educating the next generation about the ocean by providing opportunities to learn about, protect, and enjoy the ocean environment through experiential learning opportunities and collaboration. Along with his family, he enjoys various outdoor sports including skiing, cycling, scuba diving, and hiking.
Steve Holtkamp
Senior Managing Director & Chief Revenue Officer
Steve is an experienced leader of growth organizations bringing with him a wealth of experience in Finance, Strategy and Organizational Development. As Chief Revenue Officer and Senior Managing Director at Accruit, Steve oversees the Business Development and Marketing teams. He spends significant time out in the field listening to clients and working internally to build new product and strategies to support rapid growth.
FEA Board Member & Treasurer
CFA Charterholder
Steve Holtkamp joined Accruit in 2020 as Executive Vice President and Chief Financial Officer and in 2024 took on the role of Chief Revenue Officer recognizing his broader leadership responsibilities. Steve is currently a Board Member and Treasurer of the Federation of Exchange Accommodators (FEA), the 1031 Exchange industry national trade organization. Prior to Accruit, Steve was Chief Strategy Officer for Engine (formerly Hotel Engine) helping drive that business from a small 7-person startup to a $2.1 billion enterprise.
Steve spent ten years as an Advisor with Morgan Stanley Private Wealth Management in New York before joining the technology world. He is a CFA charterholder, holds an MBA from Columbia Business School and a BS in Finance from Marquette University.
He is an experienced leader of growth organizations bringing with him a wealth of experience in Finance, Strategy, and Organizational Development. As Chief Revenue Officer and Senior Managing Director at Accruit, Steve oversees the Business Development and Marketing teams. He spends significant time out in the field listening to clients and working internally to build new product and strategies to support rapid growth.
Raised in rural Iowa, Steve enjoys skiing and spending time with his wife and three daughters exploring the mountains of Colorado.
Mark Mayfield
Vice President, Service Development & Delivery
As the Vice President, Service Development and Delivery, Mark acts as product owner for Accruit's proprietary Exchange Manager Pro℠ software application, while overseeing all technology activities company-wide. He also sits on our Senior Leadership Team, helping set strategic direction and priorities for the organization, while leading and participating in a wide variety of cross-functional initiatives.
CSPO
CSM
Mark joined the team in 2019 and started as a Project Manager before being quickly promoted to Director, and later to Vice President. He comes to Accruit after a 30+ year career in a variety of Technology and Operations leadership positions. Mark acts as Product Owner for Exchange Manager Pro℠, our proprietary software application, and holds Scrum Certifications as Scrum Master, Product Owner, and Advanced Product Owner.
As Vice President, Service Development and Delivery, Mark works with Accruit leadership and other stakeholders to set priorities and develop requirements for the software development team. He also works closely with other teams on cross-functional initiatives, and works with the rest of the Senior Leadership Team to set strategic direction for the organization and ensure that our technology roadmap is in alignment with that direction. Mark is a fifth-generation Coloradan and lives in Denver.
Noelle Blusanovics
Senior Vice President, Accounting & Finance
Noelle joined Accruit in 2022 as the Controller, she began her career in public accounting working primarily with Real Estate Clients. She holds a BS in Business and Economics, a Master in Accountancy, and she is a licensed CPA.
Licensed CPA
Noelle Blusanovics joined Accruit in 2022 as the Controller, advanced to Senior Director of Accounting & Finance in June 2023, and was promoted to Senior Vice President of Accounting & Finance in March 2025. Prior to joining Accruit, Noelle served as Controller at QuickBox Fulfillment, a fast-growing private equity-backed logistics company. While at QuickBox Fulfillment, Noelle was responsible for process improvements and the accounting and financial reporting functions.
Noelle began her career in public accounting where she was a Manager within KPMG’s audit practice, working primarily on Real Estate clients. Noelle holds a BS in Business and Economics from Lehigh University and a Master in Accountancy from the University of Denver. Noelle is a licensed Certified Public Accountant and is a member of Association for Corporate Growth (ACG) and Financial Executives International (FEI). In her free time Noelle enjoys spending time with her fiancé, traveling, golfing, and enjoying the beautiful outdoors in Colorado.
Martin Edwards, Esq.
Managing Director
Martin Edwards, commonly known as Marty Edwards, is an attorney and one of our key 1031 Exchange subject matter experts, bringing over 35 years' experience in the 1031 exchange field. He enjoys teaching others more about the 1031 industry, including all of the historical factoids about how it has changed (and how it hasn't) over the past 100 years. He also contributes regularly to our blog, so be sure to keep an eye out for his latest articles.
Certified Exchange Specialist (CES®)
35+ years experience in 1031 industry
Margo McDonnell CES® Perpetual Award Recipient
Martin Edwards joined Accruit through Accruit’ s purchase of North Star Deferred Exchange from BMO Financial Group in October of 2011. Marty started North Star in early 1998 and brings over 35 years’ experience in the field of land trust and tax deferred exchange administration. By his estimate, he has facilitated over 15,000 conventional Forward Exchanges and 1,000 Reverse and Property Improvement Exchanges.
A 1977 graduate of the American University Washington College of Law in Washington, D.C., Marty has written and spoken extensively on the subject of tax deferred exchanges. Marty is a Certified Exchange Specialist® through the Federation of Exchange Accommodators. Marty is a current member and past board member of the Federation of Exchange Accommodators.
Marty’s publications include “Tax-Free Exchange of Real Estate” (Real Estate Financing. Matthew Bender & Company, 2004), Land Trust Administration (IICLE, 1999); The Compleat Lawyer, a publication of the American Bar Association; the Real Estate Finance Journal, a Warren Gorham Lamont publication; the Communiqué, the Official Magazine of the Women’s Council of Realtors; the ISBA Real Property Newsletter; the DCBA Brief, the DuPage County Bar Journal, and author of the IICLE Handbook on Land Trust Administration.
Marty has lectured at events sponsored by the Federation of Exchange Accommodators, National Business Institute, the annual McDonald’s CPA Conference, Illinois State Bar Association, Illinois Bankers Association, Office of the Illinois Commissioner of Banks and Real Estate, Illinois Institute for Continuing Legal Education, Illinois Real Estate Lawyer’s Association, Community Investment Corporation, PwC, BDO Seidman, CBIZ Attorneys’ Title (Advocus), Chicago Bar Association LandmarkDividend. BEI Exit Planning Strategy, Lorman Education Services and Apex CLE, Inc.
Marty is a long time member of Federation of Exchange Accommodators (FEA), he has been privileged to present to other members the half day “boot camp” on reverse exchanges and construction/improvement exchanges for the last four years at the FEA annual conference. He also received the 2022 award known as The Margo McDonnell Certified Exchange Specialist® Award in Recognition of Extraordinary Service to the 1031 Exchange Industry.
In his time away from the office, Marty is an avid reader who enjoys playing basketball and tennis, spending time with his family and when time has permitted been a volunteer at the Northfield Township Food Pantry, a non-profit organization that fights hunger and serves the Illinois communities of Glenview, Northbrook, and Northfield.
Max Hansen, Esq., CES®
Managing Director
Max A. Hansen, a Montana native, joined Accruit after 27 years as President and CEO of American Equity Exchange, one of the first Section 1031 qualified intermediary companies in the Rocky Mountain Region. For over 40 years, Max has helped taxpayers and real estate professionals successfully complete property exchanges.
Past FEA President
Certified Exchange Specialist (CES®)
40+ years in the 1031 industry
As an attorney and Certified Exchange Specialist®, Max has been assisting clients in real estate transactions involving exchanges for over 42 years. Max is licensed to practice and an active member of the State Bars of Montana, Idaho and Utah and is an inactive member of the State Bar of California. He is a Past President of the State Bar of Montana and was State Bar Delegate and ABA delegate to the American Bar Association House of Delegates for over 20 years. He served on various ABA committees including the Nominating Committee and the Standing Committee on the Federal Judiciary and remains a member of the Committee on Sales, Exchanges and Basis of the ABA Section of Taxation.
Max is a former member of the Board of the Federation of Exchange Accommodators (FEA) and a Past President of the organization. In addition to serving as President, he held other positions including Co-Chair of the FEA Government Affairs Committee. He still serves on the Government Affairs Committee and has many years of experience in promoting the benefits of 1031 exchanges for taxpayers and for the economy in general. For many years Max has conducted seminars and appeared on panels of experts around the country on the subject of Section 1031 exchanges.
Max was also President and one of the founding Directors of Reverse Exchange Services, Inc., a company devoted to helping real estate professionals and qualified intermediaries’ structure and complete reverse exchanges and continues in a similar role with Accruit.
In addition to his work with Accruit and other professional associations, Max is an active member of local real estate organizations, chambers of commerce, civic groups and is a Gold Card member of the Professional Rodeo Cowboys Association. He and his wife, Sheena enjoy travel, competitive team roping, rodeos, horses and ranch work. They also participate with their two daughters in sports, music, fishing, hunting and generally enjoying the great outdoors in Northern Utah and Southwest Montana.
Matthew C. Douglas, Esq.
Senior Director
Matt Douglas, Senior Director, joined Accruit's team of 1031 exchange subject matter experts in 2021. Matt has broad experience, specializing primarily in the area of “title-parking” transactions like Reverse and Improvement or Build-to-Suit Exchanges, which are structurally very different from a typical Forward Exchange. Matt has an aptitude for structuring such deals, and explaining their often-thorny substantive considerations. His client base is diverse, ranging from mom-and-pop investors to publicly traded Real Estate Investment Trusts (REITs). It’s not unusual for Matt to personally handle close to 100 parking transactions in a given year.
Member of the State of Illinois
Matt Douglas is an experienced attorney who joined Accruit in 2021. Before moving into the 1031 exchange business, Matt spent 10 years practicing criminal and commercial litigation in Chicago, taking many different kinds of cases to trial. Much of his practice during that time also consisted of representing clients in residential and commercial real estate transactions, and, as a result, he understands the nuance of real estate deals in a way that’s invaluable to his role in the exchange business.
Since joining Accruit, Matt has developed broad subject-matter expertise, in particular in the area of “title-parking” transactions, which are structurally very different from a typical Forward Exchange, and commonly include Reverse and Improvement or Build-to-Suit Exchanges. Indeed, Matt spends most of his time structuring such deals, and explaining the often-thorny substantive considerations that arise as a consequence. His client base is diverse, ranging from mom-and-pop investors to publicly traded Real Estate Investment Trusts (REITs). It’s not unusual for Matt to personally handle close to 100 parking transactions in a given year.
Further, Matt’s portfolio of deals includes every iteration of parking transaction there is, from Safe-Harbor Reverse Exchanges and Forward Improvement Exchanges in accordance with IRS Revenue Procedure 2000-37, to more complicated, longer-term parking arrangements outside the safe-harbor and under what’s often called a “Bartell” theory in reference to a court case of the same name. Of particular interest to Matt are Related Party Leasehold Improvement structures, and the increasingly common scenario where an Exchanger already owns property and wishes to build improvements on it using exchange value. He also deploys the lesser-used strategy of parking the Relinquished Property when a particular fact pattern calls for it.
Matt also advises on other complex exchange issues, including: “drop and swap” scenarios where a partnership owning real property must reorganize in some fashion before or after a 1031 Exchange to qualify for nonrecognition treatment, the effect seller financing (i.e. carryback notes) has on an exchange, avoiding prohibited Related Party transactions, and how to best structure multi-property, program-style exchanges for companies trading in and out of large inventories of single-family rental properties. He also has considerable experience facilitating 1031 Exchanges involving California property, and is familiar with the heightened level of scrutiny involved in deals within the California Franchise Tax Board’s jurisdiction.
In addition to advising clients on these and other topics on a daily basis, Matt also educates other members of the 1031 Exchange industry on parking exchanges, presenting at the industry’s annual conference in collaboration with other colleagues, and he is a frequent panelist and lecturer at various tax and real estate industry events. He enjoys the intellectual challenge that 1031 Exchange fact patterns present, and finds nothing more professionally satisfying than solving the complicated puzzles that routinely arise in his 1031 exchange practice.
Jonathan Barge, Esq.
Senior Director
Jonathan joined Accruit in 2022 after almost 20 years of public service in the United States Air Force and as a law enforcement officer. While he facilitates all types of exchanges from simple to the most complex, he specializes in Reverse, Improvement, and exchanges involving mixed-use properties often within the Agribusiness sector. Jonathan is licensed to practice and an active member of the State Bars of Montana and Texas. He has been a resident of Bozeman, Montana for over 20 years.
Member of the State Bar of Montana
Member of the State Bar of Texas
Jonathan joined Accruit's team of 1031 Exchange subject matter experts in 2022. He has extensive knowledge of 1031 rules and regulations, and structures all types of exchanges, such as Simultaneous, Delayed, Reverse, and Improvement "Construction” exchanges. He works closely with clients to ensure their 1031 transactions are successful and compliant. Jonathan is skilled in communicating effectively with clients of different backgrounds and experience levels. From first-time exchangers to institutional investors, he thoroughly explains the cost-benefit, process, and procedure of complicated exchanges in a clear and professional manner.
Jonathan advises clients on complex 1031 Exchange scenarios involving real estate partnerships, seller financing, related parties, and mixed-use properties. He can help clients navigate the tax rules and regulations that apply to these situations, such as how to structure a "drop and swap" transaction, how to account for carryback notes, how to avoid prohibited transactions with related parties, and how to combine Section 121 and Section 1031 benefits for mixed-use properties (i.e. when a seller lives and generates income on the same property). He also has specialized knowledge on the sale and exchange of easements, leaseholds, and qualifying intangible interests outlined in the Department of Treasury Final Regulations. He assists clients in identifying and valuing real property versus personal property in farm and ranch sales, and explains how to increase the exchange value by identifying qualifying fixtures as part of the real property.
Jonathan is not only a skilled and experienced professional, but also an educator. He contributes to various publications with his articles on advanced 1031 topics and delivers informative content on podcasts and other digital media platforms by offering his insights and guidance on topics related to 1031 Exchange. He also delivers continuing education programs to key players in the industry such as Brokers, Realtors®, CPAs, and fellow Attorneys where he showcases his knowledge and skills through engaging and informative lectures. He combines his technical skills with his business acumen to excel in the Ranch & Land “agribusiness sector” and to promote Accruit's channels.
Jonathan is a member of the Federation of Exchange Accommodators Ethics Committee, where he upholds the highest standards of ethical conduct in the 1031 industry. With more than two decades of experience in public service he leverages his unique background by working with the FEA Government Affairs Committee, where he advocates on Capitol Hill for the preservation and enhancement of 1031 Exchange(s) as a vital tool for economic growth, development, and tax fairness.
Jonathan's background includes time in both the U.S. Air Force and law enforcement, and an active member of the State Bars of Montana and Texas. He is a motivated and diligent professional, always eager to learn new things and to connect with new people. He has a customer-focused approach and tackles challenging situations with creativity and efficiency.
Mark Adams, Esq.
Senior Director
Mark joined Accruit as a Senior Director in December 2024. He has a distinguished career in legal consultation, real estate transaction law, as well as structuring 1031 exchange transactions. In Mark's role, he focuses on providing transactional support and consultations on complex transactions for clients utilizing Accruit's integrated 1031 Exchange platform, QI Connect.
Member of the State Bar of Oregon
Member of the State Bar of Washington
Mark joined Accruit as a Senior Director in December 2024. He has a distinguished career in legal consultation, real estate transaction law, as well as structuring 1031 exchange transactions. In Mark's role, he focuses on providing transactional support and consultations on complex transactions for clients utilizing Accruit's integrated 1031 Exchange platform, QI Connect.
Prior to joining Accruit, Mark served as the Exchange Manager for the Pacific Northwest region at a national 1031 Exchange Qualified Intermediary. During his tenure, Mark provided expert consultation to clients regarding IRC Section 1031 like-kind, tax-deferred exchanges. He was responsible for preparing and reviewing transactional documents for legal compliance and presenting educational 1031 classes to industry groups, including commercial real estate brokers, realtors, escrow officers, and real estate investors. Additionally, Mark worked as an attorney in the Business Transactions group at a large, regional law firm in Portland. His previous experience also includes owning his own law firm primarily focused on business formations and commercial transactions. With his diverse professional background, including positions in Fortune 500 tax departments, public accounting and as a small business owner, Mark understands many different issues clients may encounter and enjoys working with them to achieve successful outcomes.
Mark is a member of the Oregon and Washington State Bar Associations, as well as serves on the Board of Directors for the Federation of Exchange Accommodators (FEA), where he is also the Co-chair of the Membership Committee.
David Gorenberg, Esq.
Director of 1031 Exchange Education
A dedicated and successful professional, David Gorenberg has over twenty years of experience in business development and public speaking. His dynamic personality enables him to make effective presentations to groups both large and small, at all professional levels. David contributes regularly to our blog and hosts webinars to share his knowledge on 1031 exchanges.
Past FEA President
Certified Exchange Specialist (CES®)
Certified Distance Education Instructor (CDEI)
David has written and spoken extensively on 1031 Exchange transactions pursuant to Section 1031 of the Internal Revenue Code, and Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as like-kind replacement property solutions for 1031 Exchange transactions pursuant to IRS Revenue Procedure 2002-22 and Revenue Ruling 2004-86.
As the Director of 1031 Exchange Education, David dedicates a significant portion of his time presenting Continuing Education classes to accountants, attorneys, financial planners, real estate brokers and investors around the country. He speaks frequently on Section 1031 Exchanges, including revisions and updates to Section 1031 of the Internal Revenue Code, Section 1.1031 of the Treasury Regulations and related issues. His Section 1031 Exchange presentations are always practical and feature many real-life 1031 Exchange scenarios to illustrate a wide range of investment/tax strategies. HIs other presentation topics include: The Investment Cycle: Buy, Manage & Sell; Bankruptcy and Foreclosure Issues in Real Estate Investments; and other courses that he has written at the request of various professional organizations, including Like Kind Exchanges of Intellectual Property. David has also developed other specialized presentations to meet the needs of specific groups, including attorneys, accountants, estate planners, real estate professionals, and investor groups.
David has presented seminars to the Real Estate Investment Securities Association, Federation of Exchange Accommodators, National Association of REALTORS® and other professional associations around the country. He has lectured at The Wharton School, Penn State University, Rutgers University, and a number of other schools and professional groups around the country. He has also appeared on public education programs on both radio and television discussing a variety of legal issues.
Prior to joining Accruit, he was with Wilmington Trust, where he served as the Vice President and Product Leader for Wilmington Trust 1031 Exchange, LLC out of Wilmington, DE. Prior to that, he spent six years with Citibank’s 1031 operations, where he built their 1031 Exchange service from the ground up, ultimately generating over $850 million in annual deposits for the bank. In addition he has held leadership positions with three other national Qualified Intermediaries (Accommodators). Prior to becoming a full time Qualified Intermediary , David managed a successful law practice, where he was involved in business and real estate transactions. In that capacity, David has guided his clients through 1031 Exchange transactions since 1992.
David began his legal career as a judicial law clerk for a Superior Court Judge in New Jersey, and then joined a well-known local firm before opening his own private office. In addition to handling business, real estate and other matters for individuals and businesses, David was a frequent guest lecturer and seminar presenter for several professional organizations. He was a program developer and presenter for numerous Bar Association seminars and was also selected to participate in special Supreme Court committees in New Jersey. David has earned the Certified Exchange Specialist® (CES®) designation, the only tested designation in the 1031 exchange industry, confirming his knowledge of the intricacies of a like-kind exchange. David also possesses the Certified Distance Education Instructor (CDEI™) ensuring that he has the skills and knowledge needed to teach online courses.
Prior to practicing law, David was an Actuarial Assistant with a Philadelphia-based employee benefits consulting firm. While there, in addition to reviewing and revising pension plans to ensure compliance with Internal Revenue Code requirements, David also made regular presentations to employee groups to explain their employee benefits programs. David received his Bachelor’s Degree from Rider University, and his law degree from Widener University, cum laude.
David is also Past President of the Federation of Exchange Accommodators (“FEA”), the only national association for 1031 Exchange professionals, and has served as Co-Chair of the FEA Ethics Committee. He has previously served on Boards of Directors of various REALTOR® associations and civic groups, and in other professional organizations in three states and nationally.
Ashley Waters
Controller
Ashley joined Accruit in 2023 as the Accounting Manager and was promoted to Controller in 2025. She is experienced in both public accounting and corporate accounting. She earned a Bachelor of Science and a Master of Science in Accountancy from Bentley University and is a licensed CPA in Colorado.
Licensed CPA
Ilana Sokhrin
Staff Accountant
Ilana joined Accruit in 2024 as the Staff Accountant. As a highly organized and detail-oriented team member, she is involved in various components of the accounting function at Accruit.
Robert Bieker-Burke
Senior Wire Specialist
Robert joined Accruit’s Accounting and Finance Team as a Sr. Wire Specialist in 2024. He specializes in various wire payments, daily accounting procedures, and ensuring the accuracy and confirmation of outgoing transactions. His work focuses on maintaining efficiency and reliability at Accruit.
Tracy Bolling
Treasury Specialist
With over 20 years of experience in banking, Tracy is a valued member of Accruit's Accounting and Finance Team. She is extremely detail oriented and a brings a friendly, positive attitude into her work. In addition to initiating outgoing wires, Tracy is also responsible for applying incoming wire funds, confirming outgoing wires, and assisting with account reconciliations.
Ryan Vickers
Wire & Treasury Specialist
Ryan Vickers started with Accruit as the Treasury and Accounting Administrator and was promoted to Wire & Treasury Specialist in May 2025. He specializing in confirming wire instructions and performing essential accounting and administrative responsibilities to support the Finance Team and the Exchange Operations Team.
Karlee Kilbey
Director of Marketing
As the Director of Marketing, Karlee works closely with the Business Development team to generate new referral opportunities through 1031 exchange education offerings and speaking engagements at national and regional conferences. She is responsible for generating brand awareness, showcasing Accruit's unique position in the market, and overall go-to-market strategy to support strategic growth.
15+ years experience in Marketing
Dave Tornell
Business Development Director
As the Business Development Director, Dave is responsible for driving sales and revenue growth by promoting and selling Accruit's integrated 1031 exchange platform, QI Connect and Exchange Manager Pro℠ licensed software. He plays a crucial role in identifying potential clients, understanding their needs, and effectively educating on how Accruit's service offerings can address those needs. Dave earned his Certified Exchange Specialist (CES®) designation from the Federation of Exchange Accommodators in 2005 and is a frequent lecturer on tax deferred exchanges.
15+ years of experience in the 1031 industry
Dave joined the Accruit team in February 2023 as Senior Account Executive, and was promoted to Business Development Director and Team Lead in September 2024. Prior to joining Accruit, Dave was the Commercial Sales Manager for two of the nation's largest Title Insurance companies. With 13 years of experience as a Vice President for a national Qualified Intermediary, Dave's extensive knowledge of commercial real estate transactions, development, title, and 1031 Exchanges bring invaluable insight into how Accruit's service offerings can grow to better benefit its current and future clients.
Dave received a Bachelor of Science degree from San Diego State University. He is an avid outdoorsman and resides in greater Phoenix, AZ area with his wife and two children. Dave received the Certified Exchange Specialist® designation from the Federation of Exchange Accommodators in 2005, he is a frequent lecturer on topics involving 1031 Exchanges. He is active in professional organizations such as NAIOP, CCIM, ACMLA and SIOR.
Aaron Shields
Business Development Director
As Business Development Director, Aaron engages with prospective clients to generate interest in Accruit's integrated 1031 exchange platform, QI Connect and Exchange Manager Pro℠ licensed software. He is responsible for business development through industry conferences, driving outreach campaigns, and engaging with potential clients within the greater Real Estate industry. Aaron also works closely with the Customer Success team and active clients to ensure maximum benefit and to support their strategic growth.
20+ years experience in business development
Aaron joined the Accruit team in 2023 as Senior Account Executive and transitioned to Business Development Director in March 2025. Prior to Accruit, Aaron worked with various software platforms to help businesses adopt new technology. Coming from a background in mortgage and banking, Aaron brings with him over 20 years of sales and business development experience.
Born and raised in Iowa, Aaron graduated from Iowa State University and has lived in the Denver area since 2010.
Located in Denver, Colorado, Aaron's focus is on growing the footprint of QI Connect, Accruit's integrated 1031 exchange platform with an embedded Qualified Intermediary; as well as, licensed software, Exchange Manager Pro℠, the industry's only 1031 exchange workflow technology.
Rudy Krupka
Business Development Director
As Business Development Director, Rudy is dedicated to driving revenue growth by promoting Accruit's suite of 1031 Exchange solutions. Rudy will focus on identifying new opportunities, and expanding our footprint in oil & gas and renewal energy sectors.
With over three decades of experience in business development, Krupka has held key positions in several leading financial and real estate firms. His previous roles include VP of Business Development at Purple Land Management and EVP of Sales and Marketing Director at Attorneys Title Guaranty Fund, where he successfully built a multi-million-dollar pipeline driving significant revenue growth and established strong industry partnerships. His extensive knowledge in real estate and commitment to client satisfaction make him a tremendous asset to the Accruit team.
Rudy is focused on utilizing his established network in the real estate industry to help expand Accruit's footprint in untouched sectors including oil & gas and renewal energy.
Rob Curtis
Business Development Director
Rob Curtis is a dedicated 1031 Exchange professional with extensive experience in the field of real estate investment. With a strong focus on facilitating tax-deferred exchanges, Rob consults investors on 1031 Exchange, and guides clients through every step of the exchange process while ensuring compliance with regulations.
Rob has created many valuable working relationships within the CRE Brokerage community servicing investors, commercial brokerage, title companies and financial advisors throughout Arizona. Rob has shared his 1031 knowledge at numerous real estate workshops, classes, events and conferences and is an affiliate member of CCIM, NAIOP, SIOR.
Dylan Johnson
Senior Account Executive
As a Senior Account Executive, Dylan applies his passion for real estate investment and wealth preservation towards helping investors secure their financial future through 1031 Exchanges. He is responsible for building new relationships via consultation with individual property owners, delivering educational presentations, and attending industry conferences and events. With a strong background in Real Estate transactions, commercial lending and a commitment to excellence, Dylan strives to empower clients to maximize their leverage, reduce tax liabilities, and build generational wealth through 1031 Exchanges.
Dylan joined Accruit as Senior Account Executive in January 2023. Prior to Accruit, he spent three years producing residential mortgage loans and brings with him a wealth of knowledge and experience in Real Estate financing. Local to the Detroit, MI area, he guides the Midwest in knowledge surrounding 1031 Exchanges and educates industry leaders on how to utilize this tax deferral strategy to connect with clients as knowledge experts in their respective fields. Additionally, he is responsible for fostering relationships with larger investment organizations that lead the single-family rental arena, to help them seamlessly facilitate 1031 Exchanges for their portfolios through our patented software and proven model for operationalizing 1031 Exchanges.
Licensed to teach continuing education courses in Michigan and Illinois, Dylan is a proud partner of the North Oakland County Board of Realtors and Rental Property Owners Association. Located in Michigan, Dylan focuses on driving company growth in the Northern Midwest through identifying new referral partners and finding new clients that can benefit from Accruit's Qualified Intermediary services.
Senior Account Executive
Senior Account Executive
As a Senior Account Executive, Jillian focuses on driving business growth by consulting with property owners and establishing new 1031 referral partners. She is responsible for answering inquiries coming through inbound phone calls, emails and live chats through Accruit's website, as well as, generating brand awareness through outbound efforts and presentations. Jillian is also responsible for Accruit's monthly educational webinar series.
Jillian joined the Accruit team in June 2023 as a Sales Executive and was promoted to Senior Account Executive in April 2024. Prior to Accruit, Jillian had an extensive background in business development and account management across multiple industries, including Real Estate. Jillian has a passion for the 1031 Exchange process and enjoys assisting clients looking to get started with this powerful tax deferral strategy that provides preservation of wealth. She also enjoys public speaking, which she applies to her monthly Accruit webinar series that is available to anyone seeking to become more knowledgeable about 1031 Exchanges.
Jillian brings a unique skillset to the Business Development team as a Sales Executive, working with new clients on both individual 1031 Exchanges, as well as Accruit's integrated 1031 exchange platform, QI Connect and Exchange Manager Pro℠ software offering. With a focus on driving new business growth, Jillian consults with individual property owners reaching out via phone, email and live chat on Accruit's website. She also works to build brand awareness for Accruit through outreach to various companies and individuals in the greater Real Estate industry.
Alex Moore
Senior Account Executive
As a Senior Account Executive, Alex focuses on driving business growth by consulting with investment property owners and establishing referral partners with others in the real estate industry. He is passionate about empowering clients with comprehensive and personalized service to optimize the 1031 Exchange process. Alex strives to support individual and corporate development to create a mutually beneficial partnership.
MBA
As a Senior Account Executive, Alex focuses on driving business growth by consulting with investment property owners and establishing referral partners with others in the real estate industry. He is passionate about empowering clients with comprehensive and personalized service to optimize the 1031 Exchange process. Alex strives to support individual and corporate development to create a mutually beneficial partnership.
Alex joined Accruit in May 2024 as a Senior Account Executive. Alex has experience in facilitating 1031 Exchanges throughout the United States since 2021, in addition he previously assisted clients utilize retirement funds to invest into land, residential, commercial, foreign property, and real estate syndication partnerships via a self-directed IRA/Solo 401(k). He is well-versed in the technicalities of 1031 Exchanges, he has authored blogs and taught various webinars and Continuing Education Courses on 1031 Exchanges to real estate investors, real estate agents, title companies, and real estate syndications. Alex has a master’s degree in business administration and resides in Fort Myers, Florida.
Lorenzo Bonina, CCIM
Senior Account Executive
Lorenzo Bonina join Accruit in June 2025 as a Senior Account Executive coming a full-service Commercial Real Estate Brokerage in Southern California. Lorenzo is a high-performing commercial real estate broker specializing in tenant and owner representation across Multi-family, industrial, retail, hospitality, and international markets.
As a CCIM leader and local board member, Lorenzo combines sharp financial acumen with strategic market insight to deliver results that consistently exceed expectations. His career spans over 100 closed transactions, including multifamily sales, land deals, retail leasing, and complex asset repositioning—ranging from golf courses and apartment buildings to industrial and office properties.
CCIM
Marita Kazos
Customer Success Manager
As a Customer Success Manager, Marita works closely with Accruit's QI Connect Originators and Exchange Manager Pro℠ clients to develop strong relationships and ensure they realize the maximum benefit from their respective programs. She is the first point of contact for Accruit's clients utilizing our 1031 technology solutions; answering 1031 Exchange questions, addressing technical issues, and assisting them with their training and business development efforts to support their strategic growth.
Marita joined the Accruit team in 2020 as a Client Service Specialist where she helped clients facilitate 1031 Exchanges, and was promoted to Customer Success Manager in January 2023. Prior to Accruit, Marita had 22 years' of experience in Marketing, Sales, Finance, Leasing, and Client Service for both domestic and international companies. Marita stays involved with the Federal Exchange Accommodators through her involvement on both the New Member and Conference Planning Committees.
Marita is a graduate of the University of South Carolina-Spartanburg with a BS in Business Administration and Minor in Communications. Marita also holds an MBA in International Marketing from Escem University through a partnership with New York College. Originally from Athens, Greece and a fluent Greek speaker, Marita has been located in Delaware for 12 years.
Vish Mohanram
Director, Software Engineering
Vish Mohanram joined the Accruit team in 2024. He leads the software engineering team, responsible for the proprietary Exchange Manager Pro℠ 1031 exchange workflow software. His expertise spans various industries, including Real Estate, Insurance, Software Localization, and Computer-Aided Design (CAD).
15+ years in software engineering
Trevor Wakeman
Software Engineer II
Trevor, Software Engineer II, brings over four years of software and development experience to the table. His work involves both front-end and back-end development for Exchange Manager Pro℠ including contributions to new features and quality control to ensure the platform provides a smooth experience for user
Lawrence Walker
Lead Software Engineer
Lawrence Walker joined Accruit in December 2024 as Lead Software Engineer. With over ten years of full stack development experience, he focuses on architecture, coding standards and product development for Exchange Manager Pro℠, patented 1031 Exchange workflow technology. Lawrence is responsible for ensuring the current maintenance and modernization of Exchange Manager Pro℠, as well as future application initiatives.
Timothy Villaraza
Software Engineer I
Timothy Villaraza is a skilled Full Stack Engineer with three years of experience. At Accruit, Timothy is responsible for new feature development and application support for Exchange Manager Pro℠ to help improve the user experience of Accruit’s patented 1031 Exchange workflow technology.
Shannon Swanson
Business Analyst
As the Business Analyst, Shannon works closely with the Software Development team to communicate and prioritize enhancements to Exchange Manager Pro℠. She is responsible for collaborating with Accruit team members, and partners, to identify areas of improvement or enhancement and see those initiatives through to completion.
Noah Doran
Director, Exchange Operations
Noah joined the Accruit team in 2023 as the Senior Manager of Exchange Operations and transitioned to Director of Exchange Operations in March 2025. Leading the Operations team, Noah ensures consistency and efficiency in our clients' exchanges while maintaining Accruit's world-class Net Promoter Score. Noah's expertise spans both individual exchangers and program clients, where he actively collaborates in designing large-scale exchanges for companies.
Noah joined the Accruit team in 2023 as the Senior Manager of Exchange Operations and transitioned to Director of Exchange Operations in March 2025. Noah leads the Exchange Operations team at Accruit, ensuring consistency and efficiency in clients' exchanges while upholding Accruit's world-class Net Promoter Score. His expertise extends beyond individual exchangers to include program clients, where he collaborates on the design of large-scale exchanges for companies.
Prior to his role at Accruit, Noah served as an Executive Mortgage Banker for Quicken Loans, where he took pride in helping hundreds of families achieve homeownership dreams or save money through refinancing. Transitioning to leadership, he managed training, recruiting, and software sales at a local Colorado real estate company, earning the 2020 Corporate Employee of the Year award for his outstanding contributions to training and developing new loan officers.
A Michigan State University alumnus with a degree in Finance, Noah continues to support his alma mater's sports teams from afar - go green!
Asher Azim
Technical Lead
Asher joined the Accruit team in 2012. With over 10 years of experience in the 1031 industry, Asher has extensive knowledge of all facets of 1031 Exchanges. In addition to years of experience, Asher holds the 1031 Exchange industry’s Certified Exchange Specialist® (CES®) designation from the Federation of Exchange Accommodators.
Certified Exchange Specialist (CES®)
10+ years experience in 1031 industry
Jacqueline Esha
Exchange Officer, Technical Lead
Jacqueline, commonly known as Jackie, joined Accruit in September 2024 as an Exchange Officer, Technical Lead. Jackie brings with her nearly three decades of experience in real estate and 1031 Exchange industry. Her expertise includes extensive knowledge of all facets of 1031 Exchanges including complex transactions such as Reverse Exchanges, as well as large volume exchange programs.
25+ years experience in 1031 industry
Michele Smith
Senior Exchange Officer
Michele joined the Accruit team in 2018 with the acquisition of American Equity Exchange. As a Senior Exchange Officer and Certified Exchange Specialist®, Michele brings over 8 years of experience in the 1031 Exchange industry to the Operations Team facilitating both forward and parking exchanges.
Certified Exchange Specialist (CES®)
Shanda Turner
Senior Exchange Officer
Shanda Turner joined the Accruit team in 2018 as a Senior Exchange Officer after 19 years with American Equity Exchange. She is a valued asset of the Exchange Operations Team and has extensive knowledge of all facets of 1031 Exchanges including more complex transactions including Reverse Exchanges and Specialty "Non-Safe Harbor" transactions.
20 years experience in the 1031 industry
Maritza Castillo, CES®
Senior Exchange Officer
Maritza Castillo started with Accruit in 2019 as a Client Service Specialist boasting over 20 years’ experience in land trusts working alongside Accruit's Martin Edwards. In 2024, as a Senior Exchange Officer, Maritza facilitates exchanges of all shapes and sizes seamlessly.
Certified Exchange Specialist (CES®)
Mechele Tison
Exchange Officer
Mechele joined the Exchange Operations Team as an Exchange Officer in January 2025. With over two years of experience in financial services specializing in alternative investments, Mechele has developed expertise in Delaware Statutory Trusts as well as oil, gas, and mineral rights within the context of 1031 Exchanges.
Mary Sherman
Exchange Officer
Mary Sherman joined Accruit in March 2025 as an Exchange Officer. Mary joins the team with nearly 25 years of experience as a Real Estate Paralegal in both commercial and residential real estate closing transactions with a major focus on transactional closings, title document preparation, as well as land title and survey review. She is experienced on both forward and reverse exchanges and is focused on serving clients of Accruit’s integrated 1031 platform, QI Connect.
Dina Bardakh
Exchange Specialist
Dina joined Accruit in April 2021. As an Exchange Specialist, Dina is responsible for providing exceptional customer service to the organization’s clients including both individual Exchangers, Originators utilizing Accruit's integrated 1031 platform QI Connect, as well as Institutional Program Partners. Her duties include the set-up, education and ongoing support of 1031 Exchanges for new clients, trouble-shooting technology issues, and maintaining strong client relationships.
Certified Exchange Specialist (CES®)
Darcy Yeldell
Exchange Specialist
As an Exchange Specialist, Darcy uses her vast background in the real estate industry to facilitate smooth exchanges primarily for clients' utilizing Accruit's integrated 1031 exchange platform, QI Connect.
Notary Public in Colorado
John Ochoa
Exchange Specialist
John joined the Accruit team in 2023 as an Exchange Coordinator and transitioned to Exchange Specialist in 2025. His background in residential lending and technology allows him to provide clients with a high level of professionalism and elite customer service. Located in Denver, Co, John is a Colorado native and graduated from the University of Colorado – Boulder with a degree in real estate.
Brianna Lee
Exchange Specialist
Brianna joined the Accruit team in March 2025 as an Exchange Specialist. She comes with nearly 3 years of 1031 Exchange knowledge focusing on Forward Exchanges and Reverse Exchanges and 4 years of experience in title & closing work with extensive knowledge around Seller Financing.
Melissa Welborn
Exchange Coordinator
Melissa Welborn joined Accruit in 2023 as a Transaction Coordinator and transitioned to Exchange Coordinator in September 2024. As an Exchange Coordinator, Melissa works with Originators and their clients utilizing Accruit's integrated 1031 platform QI Connect. Melissa attended the University of Montana Western majoring in Business Administration and is based out of Dillon, MT.
Alison Rosenberg
Transaction Coordinator
As Transaction Coordinator, Alison supports Managing and Senior Directors. She is responsible for collecting and inputting transactional data, managing calendars, and responding to and referring telephone inquiries.
Alison joined Accruit in September 2024 as Transaction Coordinator. Prior to Accruit, Alison spent thirteen years working in the oil and gas industry as both an Administrative Assistant and then Office Manager. She brings with her the ability to manage heavy workloads under extreme conditions.
As Transaction Coordinator Alison works directly with the Managing and Senior Directors of Accruit. She is responsible for inputting transactional data into CRM, managing calendars, and responding to and referring telephone inquiries.
