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Advisors & Issuers

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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.

Learning Center

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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

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For over 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

Western Region

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Munzer Ghosheh, CISP

Senior Sales Executive

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), CO, HI, NM, NV, UT, WY

Western 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

West & Midwest Region

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Jacob Marchini, CISP

Sales Executive

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), IA, ID, IL, MN, MT, ND, NE, OR, SD, WA, WI

West & Midwest Region

555 12th Street Suite 900
Oakland, CA 94607

Phone: (510) 587-0950 ext. 251
Fax: (510) 587-0960

Southeast Region

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Rachel Stolrow

Senior Sales Executive

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, MO, MS, SC, TN

Southeast Region

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

 

Northeast & Midwest Region

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Paul Reyes

Sales Executive

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: DC, DE, IN, MD, MI, NC, OH, PA (West), VA, WV

Northeast & Midwest Region

Phone: (510) 587-0950 ext. 276
Fax: (510) 587-0960

 

Northeast Region

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Justin Rush

Sales Executive

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, PA (East), RI, VT

Northeast Region

Phone: (510) 587-0950 x320
Fax: (510) 587-0960

Lone Star & South Region

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Cole Kassul

Sales Executive

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

Lone Star Region

Phone: (510) 587-0950 x310
Fax: (510) 587-0960