WILLIAM JONES President/CEO

William Jones is a co-founder of IQU Corp.  Educated in Canada in History/Arts (BA, McGill University; MA, University of Toronto) and Business (MBA, Richard Ivey School of Business, University of Western Ontario), Mr. Jones worked at Merrill Lynch Canada after serving as an Infantry Platoon Commander in the Canadian Armed Forces.  After trading interest rate futures in Montreal, he moved to the United States in 1999 and entered real estate in Phoenix, AZ. Starting as an appraiser, he also worked in residential sales.  In 2002, Mr. Jones moved to San Diego, CA and started his own real estate brokerage company, focusing on commercial real estate investment sales.

Since 2002, Mr. Jones has been President of WJ Commercial Enterprises, a real estate brokerage company that has focused primarily on commercial real estate investment sales, development, lending, leasing, brokerage and management. In less than five years, the company brokered over $100 Million in commercial real estate investments while counseling clients on greater investment effectiveness through tax deferral strategies such as Code Section 1031 and IRA investments into real estate.  In addition to the CCIM designation, Mr. Jones continues to develop business relationships with real estate professionals nationwide.

In 2008, Mr. Jones incorporated Sage Harbor IRA Investments, Inc., a Washington corporation.  As President and CEO of Sage Harbor IRA Investments, Inc., Mr. Jones sponsors investments, primarily in commercial real estate income properties, having an investment philosophy focused on safety (low loan-to-value or no leverage), quality (national brand names with strong financials) and cash flow (investor income).

Time outside of work is spent with his wife and occasionally enjoying a baseball game.

Ron Jarvis Investment Manager

Ron has worked in commercial/investment real estate since 1975, dealing with all types of properties and transactions relating to them. His semi-contrarian nature has led him to huge successes as well as some failures. Through it all he has learned his lessons well and is convinced that his life to date has been completely staged to equip him for his current role as the Investment Manager of the Sage Harbor Team.

Ron believes the world is full of positive, honest, productive people, and his passion is finding them and bringing them together, utilizing the capital of some and the real estate opportunities and talents of others as the catalysts to bring joy, positive change and growth to people’s lives.

Along with his appreciation of the Sage Harbor Team, which he considers his extended family, and which includes Sage Harbor’s Clients and Investors, Ron feels himself blessed to be living and working in the Pacific Northwest where he can satisfy his weekend passion for year round back country skiing on the mountains and majestic volcanoes of the beautiful Cascade Range. 

Carolyn H. Cooper is the Controller for Sage Harbor and WJ Commercial Enterprises. Awarded the Chancellor and Alumni Merit Scholarships from The University of Michigan, Carolyn launched an extensive career in the accounting and financial reporting fields. The quality of her work quickly earned her supervisory roles. Her work experience includes Chief Financial Officer for a non-profit organization, an officer position in a regional citizen corps council administering government appropriations, and as a frequently contracted accountant for Coca Cola Corporation centralizing their accounting functions to Tampa, FL.

 Free time for Carolyn includes being a technical instructor for Community Emergency Response Training (CERT - a Homeland Security Initiative) and a coach for girls’ fast-pitch softball. Carolyn now lives in southern California with her husband, and is a proud parent.  

Fabienne was born and raised in Switzerland. She speaks French, English and German. After completing an apprenticeship at Banque Cantonale Vaudoise in Lausanne, Switzerland in 1994, she was promoted to Manager of Swiss and Foreign Currencies (up to CHF 2 Million). She also trained new employees, conducted a wide variety of customer relations projects, and assisted small business lending.

Starting in 1998, Fabienne was an administrative assistant at RBC Dominion Securities in Lausanne. Her duties included taking orders for equity trading clients, transmitting orders, and communicating with the Toronto Stock Exchange in Canada. Later, she worked with the DS Bond Desk, negotiating bond prices with traders in London and Toronto, and providing clients with information on new IPOs.

Photography and traveling have always played a role in Fabienne’s life, and in 2006 she moved to Los Angeles, CA, to study photography. After graduating with a Photography Certificate in June, 2008, she worked as a photojournalist for a local newspaper in Glendale, CA, and for a talent agency in West Hollywood, CA. While away from the office, Fabienne finds inspiration behind the camera, looking for ways to see the world from a different perspective while communicating her vision in images.

Fabienne’s creative side compliments her experience in finance, administration, and marketing, making her a strong fit with the Marketing & Support role at Sage Harbor. She works closely with Marketing Manager, Josh Knotts, creating venues where Sage Harbor educates and communicates with fiduciaries, professionals, and the public through company conferences, lectures, luncheons, and advertising. In her own words, she is “a committed team player” who regards her work with Sage Harbor’s “amazing team” as a “blessing.”

Josh brings to the Sage Harbor team a unique passion, energy, and enthusiasm for business, real estate, and life in general. He earned a Bachelor’s degree in Advertising and Public Relations from the University of Southern Indiana and an MBA from Liberty University. As an entrepreneur, Josh has experienced the ups and downs of real estate, having made his first million by his sophomore year of college, and having lost it by the time he graduated. Through his collegiate endeavors, Josh learned extremely valuable lessons, and to this day jokingly refers to his rise and fall as a young investor as simply his “exit strategy” to the real world.

Josh’s formal education and professional background in building brand identity and awareness made him an ideal fit as Sage Harbor’s Marketing Director. As a former account manager, freelance copywriter, and account executive, Josh has played an integral role in developing creative marketing strategies and strengthening quality brands. Josh sees his position at Sage Harbor as an opportunity to utilize his strengths, learn from the best in the business, and “really show real estate who‘s boss.” Outside work, Josh enjoys spending time with his wife and son, and is an active participant in football, basketball, and racquetball. 

Ivy Wheeler Investor Relations

Ivy is Sage Harbor’s Project Coordinator, and facilitates implementation of our new projects. She brings exceptional customer service and project coordination skills, and a reputation for attention to detail as well as fluency in several Asian languages. After earning her credentials in Business Administration and Administrative Management, she began an eleven year tenure with Compaq. For the first five years she lived and worked in Singapore with Compaq Computer Asia Pacific Pte. Ltd, where she oversaw employee orientation programs, relocations, insurance and stock option planning, produced company newsletters, and organized events. Most significant was her contribution to employee/management communication, including coaching staff through complex, difficult situations to resolution.

Ivy moved into a marketing consultancy with Compaq Computer Corporation in Houston, TX, where she coordinated and managed marketing plans between the company HQ office and the growing Greater China Region sales office. In addition she implemented all aspects of company events and forums.

Sage Harbor is the beneficiary of Ivy’s extensive Human Resources experience. Her communications and mediation skills give our investors a very personal experience of the investment process.

Ivy is a long-time Camas, WA, resident and enjoys spending time at home with her two teenage daughters. 

Christina Adams General Counsel 

Christina Adams has served as general counsel of Sage Harbor IRA Investments, Inc. since August, 2009. She was born in Portland, ME, and earned a Bachelor of Science degree at Kennesaw State University, where she graduated Summa Cum Laude and was elected to the Phi Kappa Phi National Honor Society, Golden Key Honor Society, Pi Sigma Alpha Political Science Honor Society, and Phi Alpha Theta History Honor Society. She graduated with honours from Emory School of Law in 1999 with a Juris Doctor degree, and admittance to the Order of the Coif.

 Christina held a position as an associate with Kilpatrick Stockton, LLP, in the Altanta office commercial real estate department. She was an associate of the law firm Hartman-Imbriale, LLP, outside of Atlanta, GA, representing local and national lending institutions, developers, builders, landlords, buyers and sellers in the financing, development, leasing, purchase, and sale of commercial and residential real estate, and in the organizing or incorporating of limited liability companies and corporations.

Christina lives near Atlanta, GA, with her husband and two children.

Tyler Blue Investment Analyst 

Tyler recognized his passion for finance and real estate as a teenager. After learning about the power of cash flow and managed equity building, he saw commercial real estate as the ideal investment vehicle for long term, safe, passive income. To prepare himself for his chosen work, Tyler attended California State Polytechnic University, San Luis Obispo, where he graduated with a degree in Corporate Finance. His elective studies included upper level course work in real estate finance and investment. He not only graduated on the Dean’s List, but while still a student he studied for and was awarded his real estate sales license in the state of California

In 2007, Tyler was hired by CoStar Group as a research analyst where he conducted commercial real estate market research and reporting in the San Diego metropolitan market. He then joined WJ Commercial Enterprises as an on-site project manager for a 10.5 acre commercial development anchored by Holiday Inn Express in north Georgia.

Tyler is mission focused and is driven by the will to do the right thing. He brings to the Sage Harbor team experience in financial modeling, asset management, market research, sales, and has a technical eye in enterprise efficiency and organization. Tyler also has extensive experience in photography and graphic design, having been co-producer of an automotive documentary film released in 2005

Tyler is a member of the National Council of Exchangors and currently holds a real estate broker’s license in the state of California. His hobbies include snowboarding, cross training, music, meeting new people, and spending time with loved ones.