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.”

More Info

Jaime Raskulinecz, CPM, SDIP

CEO

More Info

Linda Varas

Principal

More Info

Karen Jung

Controller

More Info

DeAnna Cook

VP of Operations

More Info

Brittany Melville, SDIP

Director of Marketing and Sales

More Info

Bill Wittler, CISP, SDIP

Transaction Manager

More Info

Kyle Schickram, CISP, SDIP

Assistant Transaction Manager

More Info

Trusha Shah, SDIP

Transaction Processor

More Info

Emma Olson, SDIP

Account Representative

More Info

Francesca Agnello, SDIP

Account Representative

More Info

Erica Figueiredo

Marketing Specialist

More Info

Jack Malpass

Inside Sales Representative

More Info

Scott Ritchie

Business Development Representative