M2 Trust Services, LLC a Colorado chartered trust company headquartered in Denver, specializes in the custody and administration of Alternative Investments held in self-directed IRAs. M2 Trust also offers specialized custodial services to retirement plan sponsors, financial professionals and financial institutions.
Our goal is to build a "client centric" financial services business by diligently responding to the needs of all of our clients while insuring that self-directed investors have easy access to our operations staff and educational resources.
LEADERSHIP
Matt Mayers, Chairman, CEO & Director
Matt Mayers is an attorney, entreprenuer, innovator and self-directed IRA investor and adviser.
Matt has over 25 years of experience in investment banking, corporate law, securities compliance and private fund formation. He has worked as a corporate attorney for Stroock & Stroock & Lavan and as an investment banker at Salomon Brothers and Citigroup where he structured innovative security offerings for Citigroup and its clients. Matt was a co-founder and principal of StoneCastle Partners, a multi-billion dollar money management and investment banking firm specializing in raising capital for community banks and providing innovative cash management services to banks, institutional investors and individual investors. For over a decade, Matt also has been educating self-directed IRA investors on permissable investments and investment structures.
Paul Maxwell, President & Director
Paul Maxwell co-founded M2 Trust with the intention of creating a financial services business solely focused on the client providing the level of service expected by modern day investors, professionals and financial institutions.
Paul has over 35 years of executive experience in retirement plan services, banking, financial advisory, operations and compliance. Paul is well versed in Alternative Investment custody, as well as the various relevant rules and regulations including the Internal Revenue Code, ERISA, DOL and FinCen. Paul has actively lobbied in Washington on behalf of the trust and retirement plan industry and has been actively involved in various retirement industry associations including ASPPA, AITCO, RITA and NIPA.
Heather Jungers, Chief Operating Officer
Heather Jungers brings more than 15 years of experience in the financial services industry. Starting her career as a credit union bank teller and working in operations for local community banks and trust companies, she understands the value when financial institutions maintain effective, long-lasting relationships with its clients, and the organization invests in local communities and provides stellar personal service. She believes that customer service is setting the right expectation from the start and then following through. Prior to joining M2 Trust Services, Heather held the position of Vice President of Trust Operations for Colorado National Bank where she oversaw day-to-day activities and assisted clients with their Self-Directed IRAs, Alternative Investments, Escrow Accounts, and Cash Sweep Accounts. Heather has been a part of M2 Trust Services from the beginning. In her current role as Chief Operations Officer, she oversees all facets of the company including accounting, IT, HR, operations, and client services. She has supported and guided the company through explosive growth and as a member of the Trust Management Committee, she helps to ensure that client satisfaction is held to the highest standard. As a Colorado native and outdoor enthusiast, Heather volunteers her time with the Volunteers for Outdoor Colorado and has been a mentor and “Big Sister” through the Big Brothers Big Sisters of Colorado program for over ten years.