In 2020, Anne Marie Rogers, a Certified IRA Services Professional (CISP), was awarded the Think Realty Honors Award for Real Estate Investing Services. For the past eight years, Rogers has worked at Quest Trust Company, one of the nation’s leading Self-Directed IRA companies, where she currently serves as Sales Officer. As one of the lead female public speakers at Quest, Rogers travels around the country educating investors on the benefits of self-direction. Rogers teaches Americans how to take control of their retirement through her experience at Quest and from personal experience doing her own note investments, starting in her early 20s.
“I oversee our IRA Specialists who educate new and existing clients on the benefits of self-direction, then aid in account establishment and facilitation of moving existing retirement accounts. For those who may not be familiar with Self-Directed IRAs, they’re a means of taking control of your own retirement. Self-Directed IRAs allow investors to utilize retirement accounts to invest in private or alternative assets like real estate, private companies, promissory notes and so many other opportunities, all while making tax-deferred profits. In my time at Quest, I’ve worn many different hats from working in our New Accounts Department, to managing our Marketing or Sales Departments, it’s all been a joy and a great learning opportunity,” she said.
Here is a Q&A with Anne Marie Rogers:
What characteristics do you exhibit that have made you successful?
“I think it takes a strong blend of many different characteristics to make someone successful; and truthfully, success is defined so differently from person to person. However, I think the biggest strength I exhibit that has propelled me to success is something I learned at a very early age. In order to achieve the best and continue pushing yourself to succeed, it’s important to set goals and run for them as hard as you can. If you have something to visualize and work towards, you have direction for not only where you’re headed, but also how to get there. The secret with goals is to set small, realistic goals that will lead you to a greater purpose or achievement. Once I’ve achieved a goal, I’m immediately looking to the future for how I can push myself to the next challenge.”
Best advice for new investors?
“I started my journey at Quest and in the real estate industry as a senior in college, looking for an internship and a possible job opportunity post-graduation. What I found was so much more than just a career. In my time at Quest, I’ve been exposed to so many highly educated, skilled individuals across the real estate industry. With my knowledge about IRAs and investing, coupled with the guidance from more seasoned investors, I’m proud to say I’ve been able to complete several of my own investments in my Self-Directed IRA. It is vital to prepare for retirement and it’s never too early to start. I continue to be a sponge with every opportunity I get to learn from the many great people in this community. My best advice for the new or young investor is to tap into your network, take every opportunity to learn and don’t be afraid to take the plunge!”
Favorite quote?
“One of my favorite quotes is from Dave Ramsey:
‘If you live like no one else,
later you can live like no one else.’
In one of his books, he references this quote in relation to money management; however, I think it’s really applicable to so many facets of life. No matter your goal, it’s going to take focus and sacrifice. Whether you’re looking to improve your financial standing, get fit, build a million-dollar investment portfolio, or excel in your career – having strong goals and working hard pays off. You might watch others spend their time, money, or otherwise differently than you, but in the end you will be living like no one else.”
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