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The depth and breadth of Entrust comes from our local offices across the United States. Entrust affiliate offices are staffed with professionals, including lawyers, financial planners, certified public accountants, and real estate experts. Our affiliates have first-hand knowledge in working with self-directed IRAs. To learn more about our affiliates, click on any office name below.
State | Office Name | Contact |
Alabama Tennessee | Entrust Administration of the Southeast
| Bill Gulas, President of Entrust and The Gulas Group in Alabama, possesses over 20 years of experience as a business strategy consultant |
Arizona | J.P. Dahdah has been a financial advisor with American Express Financial Advisors, Inc., a Fortune 100 company. JP holds dual degrees dual degrees in Finance and Marketing. | |
Colorado Montana Wyoming | Bill Humphrey is an experienced Certified Public Accountant who, over the past 20 years, has specialized in tax-related property issues and forensic accounting. | |
Connecticut New York New Jersey north | Jaime Raskulinecz, CPM, is the CEO of Entrust Northeast, LLC. Prior to becoming a part of The Entrust Group Ms. Raskulinecz was and is CEO and a principal of Rainbow Property Management, and is a New Jersey licensed real estate broker. | |
Delaware Pennsylvania New Jersey, south West Virginia | Carl Fischer is a Certified Trust Specialist (CTS) and a Certified IRA Services Professional (CISP). He is a member of the Philadelphia Estate Planning Council and proud sponsor of the Philadelphia Tri-State Financial Planners Association (FPA). | |
District of Columbia Maryland Virginia | Jack Kiley is a Certified Public Accountant with a Series 65 license. | |
Florida | Dave Owens and Jack Callahan | |
Florida | Jack M. Callahan, J.D., CFP™ is an Attorney and a CERTIFIED FINANCIAL PLANNER™ who specializes in advising real estate investors, small business owners and real estate professionals. | |
Florida | Dave Owens is a CPA and the owner of 1031 Tax Free Strategies. | |
Florida | Glen Mather has a background as a business strategy consultant and over 23 years experience as a real estate investor. He is a also licensed instructor for Real Estate Agents, CPA professionals, and Financial Planners. | |
Georgia South Carolina | Jerry Jarrett has nearly 20 years of experience as a real estate investor. | |
Hawaii | Dan Falardeau has a BA in International Relations, a Series 3 Commodity Brokers License, an MBA in e-business, and is a Self-Directed investment specialist. Dan partners with Bill Humphrey and Catherine Wynne. | |
Idaho, Utah | Jon A. Galane is a NASD Broker/Dealer Supervisory Registered Representative | |
Illinois | Dave Owens and Glen Mather (Florida) | |
Louisiana | Jay Pearson is a licensed real estate broker in the state of Louisiana as well as a member of the National Association of Realtors and the Central Louisiana Board of Realtors. Also a Certified Financial Planner™ | |
Massachusettes | Mike Hurney is also the Director of the Massachusetts Real Estate Investors Association, the Treasurer of the National Real Estate Investors’ Association, an engineer and a licensed Builder in Massachusetts. | |
Michigan Ohio | Joedy J. Patrick founded Entrust Great Lakes, LLC in September 2004. He is a licensed real estate broker and past member of the Michigan Association of Realtors Public Policy Committee and Land Use Subcommittee. | |
Minnesota | Todd Grill, is a Accredited Buyer Representative (ABR), a Certified Residential Broker (CRB), a Certified Relocation Professional (CRP), a Certified Residential Specialist (CRS), a Certified International Property Specialist (CIPS) and a Licensed in Minnesota and Wisconsin with RE/MAX | |
North & South Carolina Tennessee | Jim Hitt is a is past President of the Carolinas Real Estate Investors Association (CREIA). He teaches investing techniques in North and South Carolina at UNC Asheville, AB Tech and Lorman Educational Services. | |
Texas | H. Quincy Long is a licensed Texas attorney who specializes in real estate, and is also a fee attorney for American Title Company. | |
Texas | Steve Pauley is a member of the American Academy of Actuaries and American Society of Pension Professionals and Actuaries. He is a contributing author to the American Society of Pension Actuaries. | |
Washington | Mark E. Hodges has practiced law in Washington since 1985. |
Entrust Management Team
Hugh Bromma is the founder and CEO of The Entrust Group. Mr. Bromma has had a long and distinguished career in banking, M&As, and real estate. He was a general partner of Associated Administrators, Ltd., a firm founded in 1969 to provide special expertise in IRA and Keogh administration. He subsequently became CEO of Providence Trust Company. In 1981, Mr. Bromma developed the first Truly Self-Directed™ IRA for a number of banks. In 1993, he consolidated a banking and pension management practice that he had owned since 1981 into Entrust, and began to build what is today the only national network of local branded offices providing expert account administration and education services for self-directed retirement plans.
A well-recognized expert on the diversification of assets in tax-free and tax-deferred environments, Mr. Bromma has written numerous articles and several books during the last 20 years, including How to Invest in Real Estate and Pay Little or No Taxes and Do Your Own Qualified Retirement Plan: A Guide for Self-Directed Plans for Business Owners, Spouses and Partners.
Mr. Bromma is a frequent guest on CNBC, Bloomberg, MarketWatch, and other financial programs. He gives numerous presentations on self-directed investing throughout the year. He is also a frequent contributor to industry publications. In addition, he is a member of the board of directors of several businesses and philanthropic organizations.
Lisa Moren Bromma is a special advisor of The Entrust Group for marketing and business development. For more than two decades before joining Entrust, Ms. Bromma was an executive marketing consultant to some of the nation’s top institutional buyers of private mortgages, business loans, and financial services. A noted expert in real estate investing and a member of the National Speaker’s Association, Ms. Bromma has conducted more than 1,000 workshops and seminars for institutional clients and individuals. She is also an accomplished author. Her works include Real Estate Investing for the Utterly Confused and Soup to Nuts…Everything You Need to Know to Be a Successful Real Estate Investor.
Ms. Bromma is on the board of directors of the National Real Estate Investor’s Association.
Pete Tucker has more than 25 years of combined business experience as a CEO, COO, Managing Partner, and Senior Operating Officer with publicly owned and privately held companies. His breadth of experience spans across four major industries with national companies like Blockbuster Entertainment, ENBC, Food Maker, and General Mills.
Over the past several years, Mr Tucker has been involved with the national rollout of three new businesses, in legal services, short term loans and an eBay business. He has been acknowledged for his operational and systems management accomplishments.
Keith Stunek has worked in the retirement services business since 1984 and has been involved with many aspects of the industry -- from servicing financial organizations to conducting retirement education seminars throughout the United States.
Mr. Stunek is a Certified IRA Specialist (CISP) through the American Bankers Association, a Qualified 401(k) Administrator (QKA) with the American Society of Pension Actuaries, and is a certified member of the American Society of Trainers and Developers.
Prior to joining The Entrust Group, Mr. Stunek spent 18 years with BISYS Retirement Services serving in a number of capacities, including Senior Consultant and Trainer, Coordinator of Education, Coordinator of Client Services, and Account Executive. He has also served as the Retirement Plan Sales Manager for a national brokerage firm.
Keith Stunek is also a member in good standing with the IRAAA.
Attend seminars, workshops and classes on self-directed IRAs in your area.
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