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Learning Center


Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Our offices are staffed with professionals who have first-hand experience in self-directed IRAs. We are committed to providing you with outstanding service in a professional environment. Feel free to reach out to us with your questions using the form on the right, or by calling at (800) 392-9653.

Note: We respect your privacy, and protecting your personal information is a priority for us. Please do not include any sensitive materials in the form, such as your account number or social security number.


Our Team of Professionals

We provide one point of contact for a personal experience.

Get in touch with a representative

Southwest Region

Munzer Ghoseh headshot

Munzer Ghosheh, CISP

Regional Business Development Manager

After establishing Entrust's Los Angeles office in 2003, Munzer Ghosheh continues to provide exemplary service to Entrust clients as a Regional Business Development Manager.

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

Southwest Region

401 Wilshire Blvd., Suite 1200
Santa Monica, CA 90401

(In-person meetings by appointment only)

Phone: (310) 496-4216
Toll-free: (877) 302-9075
Fax: (866) 815-5168

Northwest Region


Bill Neville, CISP

Business Development Manager

Bill Neville joined The Entrust Group twelve years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.

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

Northwest Region 

555 12th Street Suite 900
Oakland, CA 94607

(Appointments preferred)

Phone: (510) 587-0950 ext. 237
Fax: (510) 587-0960

Southeast Region


Rachel Stolrow

Business Development Manager

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 Business Development Manager, 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

Southeast Region

Phone: (949) 335-6391
Fax: (866) 442-1046

Northeast Region

Webinar - Speaker Head Shot Tony Unkel-1

Tony Unkel

Business Development Manager

Tony serves Entrust's Northeast region as Business Development Manager. He spent 10 years in sales and relationship management positions, and an additional eight years in the real estate and retirement industries. He joined the retirement industry during his previous employment and has traveled all over the U.S. by participating in engagements relating to fiduciary obligations and insurance regulations under the Employee Retirement Income Security Act of 1974 (ERISA). He’s worked directly with Plan Sponsors and Financial Advisors in the qualified retirement plan space for a number of years and really takes pride in his professional experiences and knowledge gained along the way. Tony is a proud member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He holds a Bachelor Degree in Criminal Justice from Fairleigh Dickinson University in Teaneck, New Jersey.

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

Northeast Region

Phone: (973) 314-4800
Toll-free: (877) 373-9851
Fax: (866) 608-5690