MEET THE TEAM

Derreck Long

He is a leading expert in the retirement industry, with a specialized focus on self-directed IRAs and solo 401Ks. With years of experience navigating the complexities of retirement accounts, Derreck has become a trusted authority on IRS regulations and tax strategies for retirement planning, and is one of the Co Founders of Heritage IRA.

A sought-after speaker, Derreck Long has addressed Congress multiple times on matters related to retirement accounts, sharing insights on policy and regulatory updates that impact individuals and businesses alike.

In addition, he has trained thousands of CPAs and tax attorneys, helping them master the intricacies of the IRS Revenue Code as it pertains to retirement accounts.

John Paul Ruiz

He has over 27 years of experience in the retirement and financial services industry as a consultant, trainer, speaker, and content writer. He has held leadership roles at Sepirak

In, The Entrust Group, and Ascensus, specializing in professional development and training for financial advisors and compliance personnel. Ruiz is the author of the IRA Academy, a preparatory course for the CISP designation, and has served as faculty for institutions like the ABA Trust School and the Graduate School of Banking at the University of Wisconsin–Madison. A sought-after speaker, he has been a keynote presenter at numerous industry conferences.

His expertise in ERISA compliance, alternative investments, and retirement planning has made him a trusted resource for financial professionals. Ruiz holds the Qualified 401(k) Administrator (QKA) designation from ASPPA and the Certified IRA Services Professional (CISP) certification from the American Bankers Association.