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.
Mark Furmanek
Mark is a seasoned Chief Executive Officer with over 30 years of experience in the financial services industry. A proven strategic leader, he has consistently delivered results by aligning long-term vision with disciplined execution, driving sustained growth, and enhancing client value.
Holding a degree in Economics, Mark brings a strong analytical foundation to his leadership approach. He is known for his deep commitment to customer service, operational excellence, and building high-performing teams that thrive in dynamic environments. His career is marked by a track record of transforming strategy into measurable outcomes across client engagement, and organizational efficiency.
Originally from Chicago, Illinois, Mark is married and the proud father of three sons. Outside of his professional responsibilities, he enjoys golf, fishing, and camping—activities that reflect his appreciation for focus, patience, and balance.Headline
A leader in retirement plan education, we provide self-directed IRAs, Solo 401(k) plans and other tax favored accounts. Contact us to learn more.
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