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Mission Statement

We will always keep your best interests at the forefront while creating personalized wealth strategies to mitigate tax liability and help you keep more of what you make. We are committed to forging valued relationships through integrity, accountability, responsiveness and teamwork.

Robert Boggess

Robert L. Boggess

Chief Executive Officer, Chief Strategist

Robert L. Boggess is the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies. He has been helping investors build, manage and preserve financial wealth for 30 years. Bob’s focus is developing innovative, tax-efficient investment strategies.

Bob specializes in developing Tax-Efficient Investment Strategies by providing investment solutions that assist his clients in meeting their goals and objectives using: real estate, financial instruments, alternatives, and insurance products. His strategies focus on: wealth building, wealth maintenance, wealth protection, and estate planning, while minimizing taxable impacts.

PROFESSIONAL DESIGNATIONS: Bob is a Registered Representative with Great Point Capital, LLC, (Member FINRA/SIPC), Registered Investment Advisor Representative with Great Point Advisers, LLC, a SEC registered advisory firm. His securities registrations are FINRA Series 7, 22, 62, 63, and 65. Bob has an Insurance Producers License (WA). He is also a Licensed Real Estate Broker – RE/MAX Metro Realty, Inc. (WA), CCIM Designee – CCIM Institute.

Tracy Zitnik

Tracy Zitnik

Marketing and Operations Manager

Tracy Zitnik manages external communications and marketing, she also manages the administrative and organizational aspects of our programs. She has previously owned and managed small businesses in the legal and health fields.

Tracy has a Professional Certificate for Public Relations from the University of Washington, a B.A. in Communications from the University of Nebraska at Omaha, and a Juris Doctor from Creighton University School of Law.

Tracy Zitnik has an active law license in Washington State. Neither Tracy Zitnik nor anyone associated with IREXA Financial Services/Wealth Strategies provides tax or legal advice.

David LeVine

Financial Advisor

With a background in real estate, investment portfolios and accounting/finance, David LeVine has been helping clients and investors with their financial and real estate assets for over 30 years

David has worked in the DST-TIC and institutional real estate industry for over 18 years. He has to date raised or assisted in the raise, structure and acquisition of more than $1.3 billion of accredited and institutional investor equity into real estate, energy and renewable programs worth an estimated $3 billion. David has 10 years of prior experience as a fee-based Financial Advisor and Certified Fund Specialist, assisting his clients in structuring suitable risk-based investment portfolios, and has over 5 years of prior experience in public and private Accounting and Finance.

David received his BS in Business/Accounting from San Diego State University, and his Certified Fund Specialist (CFS) designation from the Institute of Business and Finance. He holds FINRA Series 7, 31, 63, and 65 licenses.

Married for over 25 years, David has been involved in Junior Achievement USA, teaching a modified curriculum to 6th graders. He was also involved with the Invest in America’s Veterans Foundation, helping to locate qualified housing for homeless veterans.

Joe Kocsis

Joe Kocsis

Financial Advisor

Joe has always had a passion for the world of Real Estate. He began his career in 1991 as a Commercial Broker in what is arguably one of the most competitive, cutthroat markets in the country – Manhattan. Soon afterwards, he expanded his career to Wall Street and began purchasing Investment Properties of his own.

After two decades as an Advisor, he had accumulated dozens of rental properties and eventually realized that managing them wasn’t all that it was cracked up to be. He thought “There had to be a better way.”

Upon discovering the DST, he quickly realized that many others were probably experiencing the same tenant headaches as he was, but they likely had no idea that there was a passive 1031 alternative to Property Management. This changed Joe’s career path, and today he specializes in bringing this powerful option to those who are equally unhappy with “landlording,” and would prefer to enjoy their retirements while the professionals managed their RE portfolios for them.

Joe obtained a BE in Electrical Engineering from Stony Brook University, and currently holds FINRA Series 7 & 63 licenses, as well as New York Life and Health Insurance certifications.

Doug Zator

Doug Zator

Financial Advisor

Doug joins the firm with a background in Alternative Investments, Wealth Management & Insurance Solutions. Before Joining IREXA he worked as a wholesaler for Cantor Fitzgerald where he provided the marketplace with Non-traded REITs, DSTs & Opportunity Zones. For the first time in his financial services career he came across an investment solution that he is truly passionate about, DSTs. This turnkey solution is an incredible opportunity for investors who may not have the time, energy or real estate expertise to find and/or manage a replacement property.

Doug received his bachelor’s degree from Western Michigan University and holds FINRA licenses Series 7, 63, 65 & 24. He currently resides in Newport Beach, CA with his beautiful fiancée, Pegah.

Financial Services and Wealth Strategies