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Meet the Team At Next Generation

About Next Generation Trust Company and Next Generation Services, LLC

Jaime Raskulinecz founded Next Generation in 2004 out of a desire to make real estate investments within her IRA, but was unable to find a professional to help her make those transactions. Next Generation began as part of a national network of third-party administrators of self-directed retirement plans, which Ms. Raskulinecz led from start-up to over $150 million in assets in just five years. She decided to break away from the national network to start her own truly independent firm, and in 2011 the company emerged as Next Generation TS, LLC. To date the company holds over $600 million in assets.

On July 1, 2017, Ms. Raskulinecz announced the launch of Next Generation Trust Company, a licensed, chartered trust company serving as the new custodian for all accounts. Next Generation Services is now the servicing company and administration arm for the self-directed accounts whose assets are held by Next Generation Trust Company.

The trust company is chartered in South Dakota and is regulated and licensed by the South Dakota Divison of Banking.

Clients continue to enjoy the high level of customer service upon which Next Generation has built its reputation since its founding in 2004, with the same staff and same ownership; the benefit is that there is no longer an unrelated custodian responsible for clients’ assets. Next Generation continues to use third-party financial institutions to physically hold client undirected cash, as the trust company is designated to be a non-depository trust company.

As a third-party administrator of self-directed retirement plans, Next Generation Services handles all the back office administration, record keeping, mandatory reporting, and transaction support. Accounts are named with Next Generation Trust Company as the custodian and holder of assets, for the benefit of the individual account.

“With both companies under the Next Generation umbrella, we are fully contained in terms of the financial services we offer,” says Raskulinecz. “We now control both companies, providing a more seamless transaction process for our clients.” Raskulinecz said that her company did not have to bring in any outside investors in order to form the trust company. “We are proud that we kept it all ‘in the family’ so that our clients will only deal with the same people they’ve trusted all along.”

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Jaime Raskulinecz, CPM, SDIP

CEO

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Linda Varas

Principal

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Karen Jung, CPA

Director of Finance

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Bill Wittler, CISP, SDIP

Compliance Manager

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Kyle Schickram, CISP, SDIP

Operations Manager

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Emma Olson, SDIP

Client Service Supervisor

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Lisa Desimone, SDIP

Client Service Associate

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Pamela Rodriguez

Client Service Associate

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Bob Mathisen

Client Service Associate

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Jack Malpass, SDIP

Business Development Specialist