The Entrust Group Team

Hubert Bromma is a well-recognized pioneer in the field of alternative investments in tax-free and tax-deferred environments. Since 1967, Mr. Bromma has had a long and distinguished career in banking, financial institution consulting, mergers and acquisitions, and real estate investing.

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. He then began to build what is now the only national network of local branded offices providing account administration and education services for self-directed retirement plans.

Mr. Bromma has written numerous articles and several books, including "How to Invest in Real Estate and Pay Little or No Taxes," "Do Your Own Qualified Retirement Plan," and "How to Invest in Offshore Real Estate and Pay Little or No Taxes." He has also been a frequent guest on CNBC, Bloomberg, MarketWatch, and other financial media programs, and conducts presentations on self-directed investing throughout the year. In addition, he is a member of the board of directors of several businesses and philanthropic organizations.

Gary Kowalski joined the Entrust team in 2010 as Manager of Franchise Operations and subsequently managed Entrust's field offices as Director of Sales. As Chief Financial Officer, he oversees financial operations, reporting and treasury management. Prior to joining Entrust, Mr.Kowalski held the roles of Vice President of Finance and Operations for Parkside Lending and Managing Director for Parson Consulting. He authored the book “The Franchise Ratings Guide” and was the founder of the San Francisco Professional Career Network.

Caroline Baldwin is the Chief Operating Officer at The Entrust Group, overseeing the company’s operations and product development efforts. She brings over 20 years of experience from various industries including e-commerce and non-profits to the team.

She joined Entrust in January 2015 starting as a marketing contributor. Throughout her tenure, she has revamped the company’s lead nurturing efforts, transformed the firm’s product strategy, and demonstrated a steadfast commitment to process improvement and client experience.

As the COO, she oversees all operations at The Entrust Group, with a continued focus on leading product development and driving overall business performance, positioning Entrust for future success. She is committed to raising awareness about self-direction and developing products and services to empower investors. 

Haimy Kassa joined The Entrust Group Inc. in 2005. In 2007, she became the Controller for The Entrust Group and oversees the accounting and finance functions related to the various Entrust enterprises. Haimy is responsible for all financial reporting, treasury management, tax compliance, and serves as the repository for maintaining all required enterprise legal registrations, records, and documents. Haimy also ensures appropriate accounting controls and procedures, prepares regulatory reports, and serves as the company secretary. She earned her Bachelors of Science in Accounting from California State University, East Bay and is pursuing her M.B.A through Golden Gate University.

Tim Bailey is The Entrust Group’s Director of Operations and Executive Vice President overseeing the firm’s customer service, investment, and operational departments. Tim joined The Entrust Group in 2024 and has over 25 years of professional experience in banking and wealth management. He has championed diverse roles including client facing positions as well as leading nationwide operational teams, that ultimately earned the top client Net Promoter Score (“NPS”) in banking.

Tim is committed to providing his teammates with a healthy internal culture as well as all the tools necessary to provide The Entrust Group’s clients with excellent service.

Tim received his Bachelor of Arts in Economics with an emphasis on Accounting from the University of California at Santa Barbara as well as completed Wharton’s Executive Leadership Training Program. He has served on the Board of Directors for the San Francisco Zoo and enjoys actively participating in many other volunteer and charitable endeavors.

Justin Lautermilch is a data-driven marketing executive with a proven track record of transforming brands and driving revenue growth across various industries. With over a decade of experience, Justin has successfully led marketing initiatives for more than 90 companies, including names like Publix, United Federal Credit Union, Evian Water, and Loyola Medicine.

Before joining The Entrust Group, Justin held key roles at McKinsey & Company and 22Squared, where he developed and executed comprehensive marketing strategies, built teams, and implemented cutting-edge digital tracking solutions. His hands-on approach to marketing, combined with his passion for learning and improvement, will ensure that Entrust remains at the forefront of the self-directed IRA industry.

 At Entrust, Justin leverages his extensive background in digital media, strategic marketing, and client relationship management to enhance our marketing efforts and drive growth. His expertise in modernizing marketing technology stacks aligns perfectly with Entrust’s commitment to innovation and excellence.

Charity Salazar is the Director of Human Resources and I.T. Operations at The Entrust Group. Charity joined the executive team in 2021 as the Director of H.R. and expanded her role to I.T. Operations in 2023. Charity Holds a Bachelor`s Degree from Cal Baptist University and has been an H.R. and Operations professional for over 10 years. She values the importance of effective communication, cross-departmental collaboration, and strategic planning and leads her teams using the democratic approach. Charity`s passion for service stems from early childhood exposure to different cultures and viewpoints as she and her family were called to be missionaries. Now Charity serves as the head of two diverse departments bringing her wide-ranging experience to the team at The Entrust Group.