For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.
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 by IRA professionals who specialize in Self-Directed IRAs, real estate, and financial services. We’ll help you understand the broad spectrum of investment options, regulations, requirements, and benefits of self-direction.
Hubert Bromma is a leading pioneer in the field of alternative investments within tax-advantaged retirement accounts. With a financial services career spanning more than five decades, he has deep expertise in banking, mergers and acquisitions, real estate investing, and institutional consulting.
In 1981, Hubert Bromma founded The Entrust Group with a simple but powerful idea: investors should have the freedom to use their retirement funds to invest in what they know and believe in, like real estate, private equity, and other non-traditional assets. He developed one of the first truly self-directed IRA programs for banks, and over time, built Entrust into a national platform for self-directed retirement account administration and investor education.
A frequent speaker and author, Hubert has published several books, including How to Invest in Real Estate and Pay Little or No Taxes, and contributed insights to financial media outlets such as CNBC, Bloomberg, and MarketWatch. He also utilizes his extensive experience to serve as a special advisor to leadership teams of other businesses all while continuing to advocate for financial education and investor empowerment.
Caroline Baldwin is the Chief Operating Officer at The Entrust Group. With nearly a decade of leadership experience at Entrust, she has been instrumental in advancing operational excellence, driving client-centered innovation, and aligning cross-functional teams to meet strategic goals.
Caroline oversees the Sales, Marketing, Operations, and Technology divisions, focusing on building scalable systems, improving efficiency, and delivering an exceptional client experience.
A strong advocate for financial literacy, Caroline regularly shares insights on retirement planning, saving, and investing in alternative assets. Outside of work, you might find her hiking, traveling, or on the hunt for her next best meal in the Bay Area.
Gary Kowalski serves as the Chief Financial Officer at The Entrust Group, where he oversees financial strategy, reporting, treasury management, and enterprise risk planning. Since joining Entrust in 2010, Gary has played a key leadership role across the organization, first as Manager of Franchise Operations, then as Director of Sales, and now as CFO. His cross-functional experience gives him a unique lens into aligning financial operations with long-term business strategy.
In addition to his corporate leadership, Gary is the author of The Franchise Ratings Guide and the founder of the San Francisco Professional Career Network, a volunteer-led initiative that has supported hundreds of professionals in job transition.
Gary holds a Master of Science in Taxation from the University of Texas at Arlington and a Bachelor of Science in Business Administration from the University of Arizona. He is passionate about working with his Entrust teammates to build the best enterprise possible for both clients and teammates alike.
Tim Bailey is the Director of Operations and Executive Vice President at The Entrust Group, where he oversees the firm’s customer service, investment operations, and overall client experience. Tim brings more than 25 years of leadership experience in banking, wealth management, and financial services, with a track record of building high-performing teams and delivering award-winning client service.
Before joining Entrust in 2024, Tim held senior roles at leading financial institutions, where he managed nationwide operational teams and helped achieve industry-leading Net Promoter Scores (NPS). His expertise spans client engagement, operational strategy, and organizational culture, areas where he continues to make a strong impact at Entrust.
Tim holds a B.A. in Economics with an emphasis in Accounting from the University of California, Santa Barbara, and completed the Executive Leadership Program at The Wharton School. Outside of work, he has served on the Board of Directors for the San Francisco Zoo and actively supports a range of charitable and community initiatives.
Cyndi McIntyre is a seasoned sales leader with over two decades of experience building and guiding high-performing teams in healthcare, higher education, and technology. At Radformation, she directed a global sales organization, consistently outperforming ambitious targets by implementing repeatable processes that fueled sustained growth.
Previously at Ellucian, she led enterprise sales, spearheading new business initiatives, growth goals, and cultivating client loyalty through superior renewal strategies. During her tenure at IBM Watson Health, she scaled a comprehensive sales force, drove landmark data analytics revenue, and fortified the business against market volatility. She began her career driving growth in telecommunications, consulting, automotive, and managed care and hosting services, optimizing go-to-market models to elevate client lifetime value.
Cyndi thrives on fostering accountability and innovation, building strategic frameworks that accelerate sales velocity while ensuring long-term client success. Beyond her corporate achievements, she dedicates her time to Girls on the Run—helping inspire girls to be joyful, healthy, and confident through a fun, experience-based running curriculum—and supports Deep Well by mobilizing emergency assistance efforts in her local community.
Justin Lautermilch is the Director of Marketing at The Entrust Group, where he leads the company’s brand strategy, demand generation, and digital marketing efforts. With over a decade of experience across agencies, startups, and Fortune 500 brands, Justin brings a performance-driven approach to building marketing engines that fuel long-term growth.
Throughout his career, Justin has shaped marketing strategy for 100+ companies, including Publix, Evian, United Federal Credit Union, and Loyola Medicine, delivering measurable results through full-funnel campaigns, data-driven insights, and scalable systems. Prior to joining Entrust, he held leadership roles at McKinsey & Company and 22Squared, where he focused on marketing analytics, cross-functional team building, and digital transformation.
At Entrust, Justin combines creative thinking with technical expertise to modernize the company’s marketing tech stack, improve client engagement, and drive adoption of self-directed retirement solutions. He is passionate about building teams, solving complex challenges, and helping clients unlock new possibilities through education and innovation.
Artur Varvashin serves as the Director of Information Technology at The Entrust Group, where he leads the firm’s cybersecurity and IT operations. Artur joined Entrust in 2023, bringing with him over two decades of experience in senior technology roles within leading financial institutions.
A strategic and hands-on leader, Artur focuses on making IT an enabler of business success. His approach ensures that technology initiatives are not only secure and scalable but also aligned with the evolving needs of clients and stakeholders. Under his guidance, the IT function at Entrust has continued to develop into a modern, resilient, and client-first environment.
Artur is recognized for his practical, results-driven leadership style and his dedication to creating a technology landscape that is both functional and current. He holds two master's degrees and brings an analytical mindset shaped by his background in both engineering and business.
Outside of work, Artur is an avid mountaineer who brings the same level of focus and determination to his climbs as he does to overcoming complex IT challenges.
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.
Haimy Kassa serves as Controller at The Entrust Group, where she oversees all accounting and finance functions across the organization. Since joining Entrust in 2005 and stepping into her current role in 2007, Haimy has been responsible for financial reporting, treasury management, tax compliance, and regulatory filings.
She also manages corporate governance responsibilities, maintaining legal registrations, enterprise records, and serving as company secretary. With a strong focus on internal controls and accounting procedures, Haimy plays a key role in ensuring financial integrity and operational compliance.
Haimy holds a Bachelor of Science in Accounting and an MBA in International Business. Outside of work, she finds joy in artistic expression, whether she’s painting, exploring museums, or hiking in nature. She also enjoys traveling, discovering new cultures, and has a strong appreciation for fashion. Her deep faith is a guiding force in both her personal and professional life.