Leverage Self-Directed IRAs to Elevate Your Career

After establishing Entrust's Los Angeles office in 2003, Munzer Ghosheh continues to provide exemplary service to Entrust clients as a Senior Sales Executive. Munzer has over 20 years of experience working for major consumer, finance, real estate, and title companies, and is a Certified IRA Services Professional (CISP). Highly regarded for his industry knowledge, Munzer has taught numerous continuing education courses on self-directed retirement plans to real estate professionals, CPAs, and CFPs, and is a frequent speaker at real estate investment conferences, investor clubs, and retirement and finance groups.

Serving: AK, AZ, CA (South), HI, KS, NM, NV, OK, TX, UT

Jacob Marchini serves as Entrust’s Sales Executive for the West & Midwest region. He brings more than 10 years of experience with The Entrust Group, having worked across several departments, primarily in Client Services and Sales Support.

During his time in his previous roles, he fostered relationships with some of the Entrust Group’s most prolific referral partners, onboarded thousands of clients, and pioneered solutions to enhance the service experience of client and business relationships alike.

Jacob brings his passion for efficient communication and stellar service to his role as a Sales Executive and is eager to educate our clients about the benefits and uses of Self-Directed IRAs.

Serving: CA (North), CO, IA, ID, IL, MN, MT, ND, NE, OR, SD, WA, WI, WY

A key member of Entrust, Rachel Stolrow joined seven years ago as a Business Development Associate. She soon took on a more specialized role as the liaison between Entrust and investment sponsors.

Throughout her tenure, Rachel has made significant contributions to the team. She has played a pivotal role in refining our sponsor and advisor portals, spearheaded multiple outreach initiatives, and successfully onboarded over 1,300 companies onto our investment platform.

Building on her comprehensive understanding of the investment process and Entrust’s services, Rachel’s expertise led her to take on the role of Senior Sales Executive, overseeing The Entrust Group’s Southeast Region.

Her strengths lie in fostering relationships, prioritizing individual needs, and streamlining processes.  Rachel strives to continually optimize the client experience through her acumen in technology and Entrust programs. Dedicated to empowering investors, she equips them with the essential tools to make informed decisions in alternative investments.

With Rachel’s assistance, professionals and clients alike can unlock the potential of leveraging retirement accounts to invest in their preferred and trusted assets.

Serving: AL, AR, FL, GA, KY, LA, MO, MS, NC, SC, TN

Paul serves as Entrust’s Sales Executive for the Mid-Atlantic and Midwest regions. He brings a wealth of knowledge in the financial services industry, specializing in self-directed individual retirement accounts. He has seven years of experience with Entrust’s Alternative Assets Department where he fostered client relationships, established rapport, and assisted them in processing their transactions.

Prior to joining Entrust, Paul worked in mortgage banking, business banking, and wealth management. In these roles he provided practical solutions that helped clients achieve their financial goals.

Paul is dedicated to educating clients to empower them to make informed decisions in their alternative investments.

Serving: CT, DC, DE, IN, MA, MD, ME, MI, NH, NJ, NY, OH, PA, RI, VA, VT, WV

Justin serves as Entrust’s Sales Executive for the Northeast region. He has nine years of experience in the financial services industry, with a background spanning wealth management, financial planning, and investment analytics.

He has built a strong reputation for developing lasting client relationships, delivering exceptional service, and translating complex financial concepts into practical solutions that help clients achieve their goals. Justin earned a Bachelor of Business Administration in Marketing from Rider University in New Jersey.

Serving: CT, ME, MA, NH, NJ, NY RI, VT

Cole serves as Entrust’s Sales Executive for the Lone Star region. He has several years of experience in financial services and business development, with a background spanning retirement solutions, alternative investments, and sales consulting. Throughout his career, Cole has partnered with financial advisors, investment sponsors, and individual investors to help them navigate complex investment opportunities and retirement strategies.

Prior to joining Entrust, Cole has worked in the insurance and private equity industry. At Entrust, Cole is focused on helping businesses and consumer investors understand how self-directed IRAs can be used to invest in alternative assets while delivering a high level of service and education throughout the process.

Cole holds a Bachelor of Science in Finance from Texas Tech University.

Serving: KS, LA, OK, TX

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. 

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.