NEW VISION TRUST - Key Persons
In 2004, Jim recognized the opportunity Self-Directed IRAs offered for individuals to invest their retirement accounts in "non-traditional" assets and formed what is now American IRA, LLC.
New Vision Trust Company, a State Chartered South Dakota Trust Company was created in 2017 by Jim. New Vision Trust Company is a full-service passive custodian that has streamlined the investment process to give investors the tools they need to be flexible and profitable.
In 2007, Jim obtained his Certified IRA Services Professionals (CISP) designation from the Institute of Certified Bankers (ICB), a nonprofit organization sponsored by the American Bankers Association (ABA), in Washington, DC. Jim is attending the ABA Trust School's classes in order to obtain his Certified Trust and Financial Advisor (CTFA) designation.
He has taught investing techniques in North and South Carolina at UNC Asheville, AB Tech and Lorman Educational Services. Experienced investor in the financing and acquisition of residential and commercial real estate, private offerings, mortgage lending, businesses, joint ventures, partnerships, limited liability companies and more. Jim is an accredited investor.
In addition to being a Board Member for New Vision Trust Company, Jim is a founding member and President of Corundum Trust Company in Sioux Falls, SD. He earned his CTFA designation in 2005 and was appointed to the Governor's Task Force on Trust Administration Review and Reform in 2017.
Jim has also served as a consultant for the formation of several other South Dakota trust companies, some of which he continues to serve as a member of their Board of Directors.
He is a member of the Sioux Falls Estate Planning Council, the South Dakota Investment Society, the South Dakota School for the Deaf Foundation Board, and is an instructor for USA Archery's Junior Olympic Archery Development program.
Rebekah Schram is the Operations Manager at New Vision Trust, where her primary responsibility is streamlining our internal processes and facilitating regulatory compliance. Her hands-on approach directly contributes to the efficient and straightforward service we provide to our clients.
In addition to her role with us, Rebekah extends her expertise to American IRA, focusing on aligning and optimizing operations. Her work is key to maintaining a seamless workflow, benefiting both our team and our clients.
Job Titles:
- Director
- General Counsel and Chief Compliance Officer for the Kingdom Trust Company
Tim Kuhman has served as the General Counsel and Chief Compliance Officer for The Kingdom Trust Company since its inception in 2010. Having also served as General Counsel to Equity Trust Company, he brings 15 years of experience to the self-directed retirement investing and trust industries. That experience includes helping to build a de novo trust company from the ground up under the laws of South Dakota and assisting in the development of such companies in Tennessee and New Mexico.
His positions require him to be well-versed in the regulatory regimes that govern both South Dakota Trust Companies and the Self-directed investing world.
He serves as a subject matter expert to the subject matter expert in self-directed retirement accounts and self-directed investing for Kingdom's customer service, operations and business development groups. He is a frequent speaker on webinars and live events covering Self-directed Retirement Accounts and Self-directed Retirement Investing topics nationwide.
Tim is a graduate of Southwest Missouri State University (now known as Missouri State University) and the University of Toledo, College of Law. In addition to practicing law, he has taught a variety of business and law related courses at the high school, collegiate and graduate school levels. He has also coached Track and Cross Country at both the high school and intercollegiate levels.