Liberty Trust Company, Ltd. provides custodial and administrative services for Self-Directed IRAs and Qualified Retirement Plans. With our years of experience in this industry, we are uniquely qualified to assist you in planning and attaining your retirement goals.
Our expertise extends not only to Individual Retirement Accounts (IRAs), but to employer sponsored qualified plans such as 401(k), profit sharing and defined benefit plans. Self-directed retirement plans and non-traditional or alternative investments are not new to us. Our clients have been investing in alternative investments like real estate, oil and gas, private placements, limited partnerships and limited liability companies for over twenty-five years.
Our staff at Liberty Trust Company is made up of qualified professionals who understand and are responsive to clients' needs and concerns. Our principals have over twenty-five years experience designing, implementing and administering self directed retirement plans that hold alternative investments. Steve Pauley is an Enrolled Actuary and Glen Martin is a Licensed Attorney
Stephen R. Pauley, Vice President, Chief Operating Officer
Steve is a principal and co-founder of Liberty Trust Company, Ltd. He received a Bachelor of Science in Mathematics from Marshall University and is an Enrolled Actuary.
Steve has an extensive background in actuarial science, management, consulting and systems design. He began his career in the Pension Actuarial Department of Republic National Life and worked as an Enrolled Actuary, manager and systems designer for two Dallas actuarial firms. He also managed the pension actuarial department for a computer software company, which designed and developed benefit programming for actuarial firms, major insurance companies and CPA firms across the country.
Steve has more than 30 years experience in the retirement and benefit areas. His expertise includes IRAs, Simple IRAs, SEPs, defined benefit plans, money purchase plans, profit sharing plans, new comparability plans, target benefit plans, ESOPs, 401(k) plans, Simple 401(k) plans, Section 125 plans, HRAs and HSAs.
Steve is a member of the American Academy of Actuaries and American Society of Pension Professionals and Actuaries. While attending the Enrolled Actuaries Meetings in Washington, D.C., he has participated in discussions with members of the Texas Congressional delegation regarding tax law changes. Steve spoke at the ASPA 401(k) Summit in San Diego in March 2005 on real estate investments in retirement plans. He has been a speaker, a designated instructor, and a contributing author to the American Society of Pension Actuaries. He has been a speaker among CFPs, CPAs and other Financial Professionals on a variety of topics in the qualified plan area.
Glen E. Martin, President, Chief Executive Officer
Glen E. Martin, III is a principal and co-founder of Liberty Trust Company, Ltd. Glen is a 1978 graduate of the Southern Methodist University School of Law. He also received a BA and MBA degree from the University of Kansas.In 1981, he received his Chartered Life Underwriter designation from the American College.
Glen began his career as a practicing attorney. He has served as President of a financial services company that specialized in employee benefits and executive compensation and as an employee benefit and tax consultant with two major life insurance companies located in the southwest, Southwestern Life and American General Life.
Glen has more than 25 years experience in the retirement and benefit areas. His expertise includes IRAs, Simple IRAs, SEPs, money purchase plans, profit sharing plans, new comparability plans, 401(k) Plans, Simple 401(k) plans, Section 125 plans, HRAs and HSAs.
Glen is a licensed member of the State Bar of Texas. He has participated in various organizations including the Dallas Bar Association, Employee Benefit and Executive Compensation Section, the Dallas Benefits Society, Dallas Estate Planning Council, Society of Financial Service Professionals, and Dallas Chapter of Society of Financial Service Professionals. He has been an instructor for Lorman Education Seminars and a speaker among CFPs, CPAs and other Financial Professionals on a variety of topics in the retirement plan area.