Our Team

Entrust Financial LLC is an independent, fee-only investment management firm, founded to provide customized, holistic financial advice based upon clients’ most important goals.

They are one of the few woman-founded, women-owned firms in the region. Entrust advisors span the generations: Millennial, Generation X, and Baby boomer, thus enabling the team to listen and respond to clients’ needs and aspirations as well as to help them navigate life’s transitions, with uniquely personalized understanding. The Entrust team proudly serves as clients’ Personal Chief Financial Officer (CFO), aiming to maximize results by orchestrating the multi-faceted elements of their financial lives.

Joslyn G. Ewart, CFP®

Mckenzie Frankel, CFP®

Jennifer Bravo, CFP®

Jay Llewelyn, CFA®

Joseph Martinez, CFP®

Our Culture

The Entrust Financial corporate culture is one of providing a better experience. Team members work collaboratively to formulate their best thinking about investment recommendations and wealth planning strategies. They cultivate a climate of continuous learning to maximize the contributions and creativity of all team members, as they serve the clients with whom they partner. Entrust’s B-Corp Certification is a tangible symbol of their belief that caring about the planet, people and governance issues results in a better experience for all.

Sharing With Our Community

Entrust has a long-standing commitment to sharing with the greater community. They recognize their own abundance and cherish the opportunity to help others as an expression of gratitude. Naturally, each Entrust team member has different interests. Therefore, firm policy is to contribute two dollars for every dollar donated by a team member, to the charity of their choice. Also, time is allowed monthly for team members to volunteer in support of the causes that mean the most to them.