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.
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, COO & 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, Vice President of Trust Operations
Prior to joing M2 Trust, Heather was employed by Colorado National Bank as the Vice President of Trust Operations where she worked with the bank's self-directed IRA and custody services clients. Heather is responsible for overseeing the daily processing of client investment transactions as well as account maintenance activities. Heather's goal is to ensure the highest standard in custodial services for all client accounts.