President, CES®

A graduate of the University of Iowa College of Business and Drake University Law School, Dave is a member of the Iowa State Bar Association and served as a past Chair of its Tax Committee; the Iowa Commercial Real Estate Association; and the Realtor’s Land Institute. Dave serves on the Federation of Exchange Accommodators Government Affairs Committee. He previously served on its Board of Directors, as Chair of its Ethics Committee, and as its 2013 President. He holds the designation of Certified Exchange Specialist (“CES®”) and lectures on the subject of Section 1031 for events sponsored by the Iowa State Bar Association, Drake University Law School, the University of Iowa College of Law, the University of Nebraska, the Realtors Land Institute, the Iowa Association of Realtors, and various other accounting, legal and real estate associations. Dave is a contributing editor to the Iowa State Bar Association Income Tax Manual.

Executive Vice President, CES®

Katie received her undergraduate degree from Saint Mary’s College, Notre Dame, Indiana and her law degree, with honors, from Drake University Law School in 1999, where she was a Note Editor for the Drake Law Review. She is a member of the Iowa State Bar Association, the Federation of Exchange Accommodators, the Iowa Commercial Realtors Association and the Realtor’s Land Institute. Prior to joining IPE 1031 in 2007, she practiced law as a partner with a private law firm. Katie holds the designation of Certified Exchange Specialist (“CES®”).

Vice President, CES®

Becky received her law degree, with honors, from Creighton University and served on the Creighton Law Review. Becky holds a bachelor’s degree in finance from the University of Northern Iowa. Prior to joining IPE 1031 in 2011, she served as Field Operations Director and Commercial Underwriting Counsel for Iowa’s Title Guaranty program and managed escrow operations for Title Guaranty’s Commercial Services Department. Becky is a member of the Iowa Commercial Real Estate Association; the Realtor’s Land Institute; the Iowa State Bar Association, where she previously served on the Real Estate Section Council; and the Federation of Exchange Accommodators. She holds the designation of Certified Exchange Specialist (“CES®”) and regularly lectures on the subject of Section 1031 for accounting, legal and real estate associations.

Vice President, CES®

Chet received his juris doctor from the University of Iowa College of Law, where he served as a student writer and Note & Comment Editor for the Journal of Corporation Law. Chet also holds a bachelor’s degree in finance from Drake University and a Business Leadership Certificate from Drake’s College of Business and Public Administration. Chet is a member of the Iowa State Bar Association, serving several terms on the Real Estate & Title Section Council; the American Bar Association; Iowa Commercial Real Estate Association; and the Federation of Exchange Accommodators. He brings over 20 years of private practice and corporate legal experience to IPE 1031, with concentrations in real estate, business and debtor/creditor law. Chet is a contributing editor to the Iowa State Bar Association Income Tax Manual, holds the designation of Certified Exchange Specialist (“CES®”), and regularly speaks on the topic of Section 1031 for realtors, accountants, attorneys and similar professionals.

Exchange Coordinator

With a Bachelor of Arts degree from the University of Northern Iowa in Cedar Falls, Iowa, Lisa has 25 years of experience in the real estate industry, including property management, tax credit compliance and mortgage lending.

Exchange Assistant

With a Bachelor of Arts degree from Grandview College in Des Moines, Iowa, Becky has nearly ten years of experience serving as an exchange assistant with IPE 1031. Becky’s previous experience includes working for an insurance company in its legal department.

Exchange Assistant

With a Bachelor of Business Administration degree from the University of Iowa, Anne’s experience includes working for an abstract and title company and as a legal assistant for a private law firm.