About
IPX1031 focuses solely on 1031 Tax Deferred Exchanges. Our focus goes beyond the ordinary to deliver exceptional customer service and achievement of your 1031 goals and objectives. Our edge is our strength and stability with financial security, industry expertise and a client-centric approach to high quality and proactive service. Our process begins with our expert nationwide team and extends to the services we deliver to you.
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Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
Luke Hays
Vice President / Business DevelopmentLicensed Attorney in Tennessee
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Carl Pikus
AVP/Account Executive
Ashleigh Price
Vice President | National AccountsContinuing Education Instructor (UT), Notary Public (UT)
Sara Remley
Sales ExecutiveReal Estate Sales Associate
Ron Ricard
Vice President
Paul Van Every
Pacific Northwest Sales Manager
Rick Wittstock
Vice President | National Accounts
Theresa Quartaro
AVP, Account Executive
Whitney Brennan
Vice President / Account Executive
James Callejas
Vice PresidentCertified Exchange Specialist
Patricia A. Flowers
Vice President, CES®
Russell Marsan
Western Region Sales Manager / SVP
Ross Fong
Senior Exchange Officer | Account ExecutiveCertified Exchange Specialist
Tracey Wilson
Vice President
Margo Rosenthal, Esq.
Account Executive
Milissa Ormiston-Hall
VP Oregon / SW Washington
Greg Burns
Senior Vice President
Ted Stefan
Vice President
Patrick Noonan
Account Executive
Stephen Decker
Vice President - Major Accounts
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Jordan Phillips
Account Executive
Tiffany Davies
VP, Sales Executive
Danita Vigil
Vice President / Account Executive
Claudia M. Kiernan, Esq., CES®
Sr. Vice President, Regional Manager
Anna Barsky
Vice President, Business Development Officer
Graham Beene
Account Executive
Brian McNulty
Vice President / Business Development
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Nancy Hughes
VP / Account Manager
Scott Nathanson
EVP, Regional Manager
Nicole Valdez
Vice President
Thank you so much for the very informative class. You are an excellent source and instructor. Thank you for coming to teach.
DD
It’s an absolute honor to work with Sangeeta of 1031 Exchange. Her professionalism, dedication, and drive are truly inspiring. Being part of her continued success is a privilege! 100% Recommended.
JV
Rick, was very knowledgeable and delivered a great presentation.
Look forward to working with him in the future.
Look forward to working with him in the future.
BB
Very interesting.
I now want to learn everything there is to know about 1031 for myself, n my Clients.
Great job! Lots of useful information!!
KS
Ted was fantastic. Opened my eyes to reverse 1031s. Very knowledgeable. Trust him with all of my customers.
VC
Ted was extremely effective at explaining the intricacies of a 1031 exchange.
Highly recommend his course.
Highly recommend his course.
DL
Brian was extremely helpful in the exchange process, spending a good deal of time explaining the process and coaching my wife and I through our confusion. There were several choices involved in our 1031 exchange and complications with the sale of the relinquished property,which eventually did sell. By that time however, due to a variety of circumstances we decided to postpone the replacement property purchase and rent instead for a year.
Brian is a most knowledgeable professional, but more than this, he is a great communicator, has an excellent sense of humor, and will be our go to guy next year if we sell a second investment property and buy in Delaware.
Brian is a most knowledgeable professional, but more than this, he is a great communicator, has an excellent sense of humor, and will be our go to guy next year if we sell a second investment property and buy in Delaware.
AP
Luke did a wonderful job of helping me to understand 1031 Exchange process. Luke’s great personality and professional insight made it all the more enjoyable.
Will recommend him to my colleagues and clients.
Will recommend him to my colleagues and clients.
JM
Janet Mercado
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Business Operations Manager
May 14, 2025
Sangeeta did a presentation for us at our office this morning with a few of our agents, she was amazing. The presentation was both highly informative and professionally delivered. Sangeeta demonstrated a complete understanding of the subject. It was clear concise and well received by the agents. We had a very interactive exchange and I would absolutely recommend her to my clients looking to complete a 1031 Exchange.
DP
Very informative!
SC
Carl was incredibly generous with his time and expertise, spending over 75 minutes walking us through the 1031 exchange process. He broke down complex concepts into clear, actionable steps and helped us better understand how to guide our clients toward smarter investment strategies. His knowledge, patience, and passion for what he does were evident throughout our conversation. I’m so grateful for his insight and look forward to working with him again!
SC
Ted is full of great knowledge & real world examples. I will definitely recommend IPX to my clients interested in 1031 exchanges. Really enjoyed my time spent with Ted and look forward to his next training session!
A
Anonymous
recommends
Ted Stefan
May 7, 2025
Great job
MR
Megan Romine
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Executive Director of Luxury Sales
May 5, 2025
Excellent in her craft with helping high net worth clients achieve their 1031 exhange goals
A
Thanks for reconnecting. Great discussion on exchanges.
DA
Wonderful service. Extremely knowledgeable. I am a returning client and would recommend then to anyone. Thank you Sangeeta
SG
Couldn’t be more impressed with and grateful to Ashleigh for helping us navigate a complicated exchange for my client!
JD
Wow, I won’t use anyone else except Ashleigh moving forward. We are very pleased with her!
SR
I only refer my clients to Ashleigh! She’s bubbly and extremely knowledgeable, a pleasure to work with.
MJ
Ashleigh is the best I’ve ever worked with, and I’ve done a lot of exchanges.
NV
Hi John,
IIt's very helpful class thanks. My email
nga.ngo@cbmoves.com
IIt's very helpful class thanks. My email
nga.ngo@cbmoves.com
John Lee was an excellent speaker and provided valuable information on 1031 Exchange!
MV
John Lee was very thorough. The 1031 information was complete easy to understand.
