Joslyn G. Ewart, CFP®
Founding Principal
Mckenzie Frankel, CFP®
Principal
Jennifer Bravo, CFP®
Investment Advisor Associate
Kelly Cullen Gentles CIMA®
Director, Client Services & Investment Research
Lindsay Briggs
Director of Digital Marketing
The Entrust Financial Team has Ninety Years of Collective Experience and Expertise
Money is a powerful tool, a tool that serves our families, our values, ourselves. The Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better life experience.
Clients are not interested in becoming financial experts, but they want to do the right thing with their money. Therefore, we provide a holistic wealth management process that begins with formulating an investment plan to provide the foundation of each client’s financial house. From there, we focus on financial needs that go beyond investing. Examples include: tax minimization, the investment of an inheritance, planning for a special needs child, or preparing to distribute income during retirement.
As a result, clients discover they can relax, confident of their long-term financial security and independence.
Ninety Years of Collective Experience and Expertise
Clients want to do the right thing with their money, but they are not interested in becoming financial experts. Therefore, we partner together as they aim to take control of their money and create a better life experience.
The collaborative teamwork of our staff supports our mission, which is to advance the use of money as the powerful tool that it is–a tool that serves our families, our values, ourselves. We work passionately every day, helping clients pursue their next million dollars.
Entrust’s holistic wealth management process begins with formulating an investment plan, to provide the foundation of each client’s financial house. From there, we focus on financial needs that go beyond investing. Examples include: tax minimization, the investment of an inheritance, planning for a special needs child, or preparing to distribute income during retirement.
As a result, clients discover they can relax, confident of their long-term financial security and independence.
Joslyn G. Ewart, CFP®
Founding Principal
Joslyn G. Ewart’s deepest passion is to help others make the right choices.
At pivotal times in their lives, thereby easing financial concerns. This passion led Ewart to found Entrust Financial, LLC® in 2000. It also led to the writing of her book, Balancing Act: Wealth Management Straight Talk for Women, filled with real-life stories of women’s financial challenges and the solutions that worked.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel is truly committed to the financial success of each client.
Frankel orchestrates the facets of clients’ financial lives with detailed attention. She enjoys serving as clients’ personal CFO so that they may make good financial decisions in every aspect of their lives.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel is truly committed to the financial success of each client.
Frankel orchestrates the facets of clients’ financial lives with detailed attention. She enjoys serving as clients’ personal CFO so that they may make good financial decisions in every aspect of their lives.
Jennifer Bravo, CFP®
Investment Advisor Associate
Jennifer Bravo’s passion is to help clients establish smart financial habits that will ensure success for them over the long run.
She especially loves helping women entrepreneurs grow the businesses they love. A first step in that endeavor is to serve as their financial partner, so they can develop strength in their businesses while also building the personal financial future they want and need.
Kelly Cullen Gentles CIMA®
Director, Client Services & Investment Research
Kelly Cullen Gentles’ passion is providing outstanding client services.
When interacting with clients it is satisfying to know that, in a small way, I have made their life a little easier.
Kelly Cullen Gentles CIMA®
Director, Client Services & Investment Research
Kelly Cullen Gentles’ passion is providing outstanding client services.
When interacting with clients it is satisfying to know that, in a small way, I have made their life a little easier.
Lindsay Briggs
Director of Digital Marketing
Lindsay Briggs’ passion is for all things related to marketing and technology.
Well-versed in the fundamentals of digital marketing, I understand how the internet and social media have become a necessary asset for securing an online presence and hence growing revenue.
