Executive Team

Conveniently located in Newport Beach, the IPX1031 Southern / Central California region office handles all 1031 Exchange Qualified Intermediary services for Central and Southern California.  There are additional Southern California offices in Carlsbad, Monrovia, and San Diego.

(949) 622-4949  TF (800) 327-5347
(949) 477-6806
4400 MacArthur Blvd, Suite 320, Newport Beach, CA 92660
2121 Palomar Airport Rd, Suite 330, Carlsbad, CA 92009
320 W. Foothill Blvd, Suite B, Monrovia, CA 91016
2365 Northside Dr, Suite 600, San Diego, CA 92108

The San Francisco and San Jose offices handle all 1031 Exchange Qualified Intermediary services for the IPX1031 Northern California region.

(415) 291-5181  TF (866) 228-1031
(415) 896-9422
455 Market St., Ste 1520, San Francisco, CA 94105
2099 Gateway Place, Ste 320, San Jose, CA 95110

Conveniently located in Honolulu, the IPX1031 Hawaii office handles all 1031 Exchange Qualified Intermediary services for all of Hawaii.

(808) 387-4140  TF (866) 577-1031
(760) 268-0569
201 Merchant Street, Suite 2100, Honolulu, HI 96813

The IPX1031 Northwest region's Bellevue and Portland offices handle all 1031 Exchange Qualified Intermediary services for Washington, Oregon, Idaho, Montana and Alaska.

 TF (888) 310-1031   (503) 223-3911
500 108th Ave NE, Ste. 1760, Bellevue, WA 98004
1455 SW Broadway Ste. 1400, Portland OR, 97201

Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner.

Conveniently located in Phoenix, the IPX1031 Southwest region offices handle all 1031 Exchange Qualified Intermediary services for Arizona, Colorado, Nevada, New Mexico, Utah and Wyoming.

(602) 224-8818  TF (888) 350-1031
(602) 224-8815
3100 West Ray Road, Suite 141, Chandler, AZ 85226
10851 N. Black Canyon Freeway, Suite 125, Phoenix, AZ 85029

Conveniently located in Dallas, the IPX1031 Central region office handles all 1031 Exchange Qualified Intermediary services for Texas, Oklahoma, Arkansas and Louisiana.

(972) 371-5371  TF (888) 337-1031
(972) 371-5375   TFF (888) 337-1853
261 Three Lincoln Centre, 5430 Lyndon B. Johnson Freeway, Dallas, TX 75240

Conveniently located in Chicago, the IPX1031 Midwest region office handles all 1031 Exchange Qualified Intermediary services for Illinois, Ohio, Kentucky, Indiana, Michigan, Wisconsin, Missouri, Kansas, Nebraska, Iowa, Minnesota, North Dakota and South Dakota

(312) 223-2369  TF (866) 490-1031
(312) 223-4710   TFF (877) 776-3128
10 South LaSalle Street, Suite 3100, Chicago, IL 60603

Conveniently located outside of New York City, the IPX1031 Northeast & Mid-Atlantic region office handles all 1031 Exchange Qualified Intermediary services for New York, New Jersey, Pennsylvania, Washington DC, Maryland, Delaware, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont and Maine.

(914) 273-7160  TF (877) 230-1031
(914) 273-8104   TFF (888) 310-1868
84 Business Park Drive, Suite 109, Armonk, NY 10504

Conveniently located outside of Jacksonville, FL the IPX1031 Southern & Southeast region office handles all 1031 Exchange Qualified Intermediary services for Florida, Georgia, Alabama, Mississippi, Tennessee, South Carolina, North Carolina, Virginia and West Virginia

(904) 461-9977  TF (877) 494-1031
(904) 461-0311   TFF (888) 434-7919
3505 US Highway 1, Suite 2, St. Augustine, FL 32086
4170 Ashford Dunwoody Rd, Suite 460, Brookhaven, GA 30319
13800 NW 14th St, Suite 190, Sunrise, FL 33323
6840 Carothers Pkwy, Suite 200, Franklin, TN 37067

The Chicago and Phoenix offices handle all Reverse & Improvement 1031 Exchange Qualified Intermediary services for IPX1031 nationally

2425 E. Camelback Road, Suite 200, Phoenix, AZ 85016
(602) 850-8627  TF (888) 475-2493
(602) 224-8816

10 S. LaSalle Street, 31st Floor, Chicago, IL 60603
(312) 223-2144
(312) 223-4710

Machelle Click, AVP | Structuring Director
(602) 850-8655

Angela Bailey, AVP | Structuring Director
(805) 636-4944

Paulo Sanchez, AVP | Exchange Officer
(408) 535-3340

Meet IPX1031's executive team and learn about the group of talented people that lead the company to success year after year.


John currently serves as President of IPX1031 and also as EVP and Regional Manager for FNTG.

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Executive Vice President / Manager of Eastern Operations

Located at the Chicago headquarters, Scott has been part of the real estate and 1031 Exchange legal community for over 25 years.

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Executive Vice President / Manager of Western Operations

During her 20-plus years in the real estate industry, Jennifer has served in numerous senior management capacities, all with a main emphasis on 1031 Tax-Deferred Exchanges.

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Executive Vice President / General Counsel

With over 25 years of trust, banking and compliance experience, Suzanne is a licensed attorney and Certified Exchange Specialist (CES®). facilitating tax-deferred exchanges for more than 20 years.

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Western Operations Exchange Counsel | Associate General Counsel

Jim a member of the faculties of the Arizona School of Real Estate and Business and the REALTORS® Land Institute as well as being a frequent lecturer to attorneys, CPAs and financial planners on 1031 Exchanges.

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Office of the General Counsel

As Counsel, Pierre primarily assists IPX1031’s Northern California and Pacific Northwest Operations with legal and technical support and transaction structuring guidance.

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Customized solutions for your 1031 investment and business goals.

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