Investment Sponsor Highlight:
Self-Directed IRAs and Tailored Investing Potential

Join Us for Our Upcoming 
Free Webinar!

When: Tuesday, May 21, 2024 at 3:30 PM ET / 12:30 PM PT
(45 minutes)
Madison Trust will be joined by Allen Tyndall, Seaside Wealth Advisors’ CEO & CIO, to discuss the company's approach in crafting tailored savings and investment strategies that work with individuals’ financial narratives. Learn how to leverage Self-Directed IRAs for various alternative asset opportunities and joint ventures. Don't miss out on this focused session!
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Featured Speakers

Allen Tyndall
Allen has been a registered advisor for 14 years. He initially learned the business as a top advisor at Northwestern Mutual for nine years before stepping into the broader hybrid RIA/BD space for four years. Last summer he formed Seaside Wealth Advisors, a RIA home based in Wilmington, NC and an office in Mechanicsburg, PA.

Allen has created a broader focus to his firm to include alternative assets, private funds, placements in oil and gas, real estate, OZs, among other things. Allen is the managing GP of Seaside Capital Partners along with his wife Dawn as well, a private fund offering focusing on high yield real estate debt and joint venture projects. Allen manages operations and Dawn uses her 16+ years of experience as a realtor and broker in charge Madison Trust is the preferred custodian for the fund for IRA participants.
Dana Udumulla
As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through Self-Directed IRAs. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to gain control of their retirement planning to achieve their financial goals and secure their financial future.

Who Is Madison Trust?

Madison Trust an "investor first" Self-Directed IRA custodian. You will get some of the industry's lowest fees and amazing client support as you gain control of your retirement investments.

Are You Ready to Retire Richer?

Sign up for our upcoming webinar today!
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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

Ready to start investing in your future?

Fill out our form, and one of our IRA Specialists will answer any questions that you may have.
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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