We’re on a mission.
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.
Meet Your Team
ROBERT L. BOGGESS CHIEF EXECUTIVE OFFICER
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.
JAKE DEVINE lead advisor
Jake DeVine is the founder of OZ FundHub, a neutral platform designed to help investors seamlessly navigate the Qualified Opportunity Fund market. As a trusted advisor to Irexa Financial Services, he provides expert guidance in the opportunity zone investment space, leveraging his extensive experience in real estate investor relations.
A graduate of USC Marshall School of Business, Jake played a key role in Investor Relations at a previous firms, where he helped close deals from both the funds’ demand generation funnel and limited partner pool. Beyond managing investor relations, he has successfully raised $27 million, demonstrating his ability to drive capital growth and strategic investments.
TRACY ZITNIK 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 an active law license in Washington State and inactive in California and Nebraska.
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.
Neither Tracy Zitnik nor anyone associated with IREXA Financial Services/Wealth Strategies provides tax or legal advice.
John DeVine is a seasoned executive with deep expertise in revenue enablement, service design, and operations. Throughout his career, he has played a key role in driving growth, optimizing global operating models, and enhancing customer service for multiple Fortune 500 companies.
A dedicated leader and strategist, John brings a disciplined approach to business transformation.
He is also a graduate of the United States Naval Academy, where he developed the leadership and analytical skills that have shaped his successful career.
RENEE ESGUERRA Alternative Investment Specialist
Renee Esguerra is a finance professional with a strong background in securitized real estate investment solutions. In her previous role as an Internal Wholesaler for a 1031 DST sponsor, she developed deep expertise in 1031 exchanges and gained a comprehensive understanding of the complexities involved in Delaware Statutory Trust (DST) investments.
Now, as a registered representative, Renee specializes in tax-advantaged investment strategies, guiding clients through 1031 exchanges, Qualified Opportunity Zone fund investments, and Reg-D products. She is passionate about leveraging these investment vehicles to create tailored financial solutions that align with each client’s unique goals.
FRANCES DEVINE Head of Marketing
Frances DeVine is a marketing professional with deep expertise in demand generation, strategic content development, and financial services marketing. Throughout his career, he has played a key role in driving growth, developing innovative marketing strategies, and creating compelling narratives for complex business solutions. A dedicated leader and strategist, Frances brings a data-driven approach to marketing and business development.
Tom Tognoli is a Silicon Valley native with a deep passion for real estate development, investment, and advisory. With years of experience in the industry, he has built a strong reputation for identifying high-value opportunities and driving successful projects. His hands-on approach and keen market insights have made him a trusted advisor in the real estate sector.