HTX: Financial Freedom Strategies from Veterans Turned Investors

In honor of Military Appreciation Month, we are highlighting veterans turned successful investors and raising money for Wounded Warrior Project at our quarterly SDIRA Socials. Join us to hear the stories of veterans who found financial freedom through alternative investing. Learn how they got started and the steps they took to take control of their retirement, because whether you're a veteran or not, these stories and tips will be valuable for anyone looking to make the transition from their current lifestyle to full time investor! We’ll also discuss ways you can use your Thrift Savings Plan as a source of funding for your investments to maximize its potential.

Free Wine & Beer | Light Appetizers | Networking | Education

Come early to network and talk with our sponsors, while enjoying dinner and drinks on Quest.

5:30 pm: Doors open.

6:00 - 7:00 pm: Networking and enjoy free beer/wine and dinner.

7:00 - 8:30 pm: Panelist Presentations and Q&A

8:30 pm: After presentation, attendees may pitch deals to the in-person audience.

In conjunction with this event, Quest will be raising money for the Wounded Warrior Project (WWP).

• WWP is transforming the way America’s injured veterans are empowered, employed, and engaged in our communities.
• Warriors never pay a penny for WWP programs.
• Every warrior has unique challenges and goals. That’s why WWP provides a variety of life-changing programs and services in mental health, career counseling, and long-term rehabilitative care.

If you'd like to make a donation before the event, please click !

Meet the Speakers:

Christian Catron began his real estate investing career with single-family homes in 2017. His vision for Redeem Investments has expanded to include commercial real estate investments and renewable energy investing, recognizing the ability to achieve below-average risk and above-average returns for investors, while creating a positive impact on the environment. His company runs an investment fund that provides financing to renewable energy developers and returns a 12% yield per annum to investors, paid via monthly cash distributions. His corporate career includes roles in sales, training, management, business development, project management, and operations, leading as many as 500 teammates at a time.

Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to “improve lives through our values.” In addition to Spartan, Scott is also in the US Army Reserves and a combat vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, and from Georgetown University with a Certificate in Project Management. Scott Lewis focuses heavily on self-storage. He does everything from finding their own deals, funding, and then operating them both from asset management, property management, and construction management.

Rob Trigg is a retired Staff Sargent from the United States Army where he served our country for 21 years. He has served in 5 combat tours and was a part of Operation Enduring Freedom and Operation Iraqi Freedom. Robert Trigg has been with Jet Lending since 2016, currently serves as the director of loan operations, and has helped his clients bring more than 1,500 transactions to the closing table. His main priority is building a solid client relationship, where he can provide honest loan evaluations in order to ensure his clients are successful in their rehab flip/projects.

Host or Publisher Quest Trust Company