An established team. 50 years of experience.

Terry received his BBA from the University of New Mexico with a concentration in accounting, and began his business career in 1983 as controller for the largest title company in New Mexico. After four years in the title business he started First Financial Escrow, and over the following decade founded and ran a series of financial services and real estate companies across New Mexico and Oklahoma.

He formed Sunwest Escrow in 1997, which became Sunwest Trust in 2003. He was appointed by the Governor of New Mexico to the board of the New Mexico Finance Authority, where he chaired the investment committee and served as vice-chairman of the economic development committee from 2012 to 2016, and he served on the board of the Retirement Industry Trust Association from 2014 to 2020.

During his time leading Sunwest Trust he hosted a podcast for local business owners, wrote two books (one on real estate contracts and one on self-directed IRAs), and built a YouTube channel of more than 300 videos on real estate investing and self-directed IRAs. He is certified to teach several continuing education classes for the New Mexico Real Estate Commission and has appeared on Asset TV panel discussions on self-directed IRAs.

Terry married Sheila in 1980 and has three sons, three daughters-in-law, and three grandsons.

Troy leads Asset Trust's day-to-day operations. He worked hands-on with self-directed IRA accounts at Sunwest Trust, and he knows the transfers, the paperwork, and the questions clients actually ask. He's often the person on the other end of the phone.

Cindy makes sure every account is handled carefully, accurately, and on time. She worked alongside the team at Sunwest Trust, and many past clients remember her by name. She's the reason the details never slip.

Dustin began working in the self-directed IRA industry in 2009. He served as an account manager, Vice President of Business Development, and for a period Chief Marketing Officer at Sunwest Trust.

He is a graduate of Texas Tech University, where he earned degrees in journalism and English, and he has written extensively on self-directed IRAs: articles and educational blogs for the Sunwest Trust website, contributions to other industry sites, and published work in periodicals including Personal Real Estate Investor Magazine.

He has also appeared as a subject-matter expert on the Jim Villanucci program on 770 KKOB in Albuquerque, discussing self-directed IRAs and owner financing for real estate. He recently completed an advanced course through the Retirement Industry Trust Association, finishing near the top of his class.

What sets his approach apart is the patience to explain how the IRS rules apply to a specific situation. Rather than relying on a blanket answer, he walks through the facts and circumstances so account owners understand the rules before they make their own decision.