Entrust Investment Services

Team

A focused team for individualized planning and portfolio management.

Meet the advisors and service team supporting Entrust's planning, investment, insurance, and client-service work.

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Kyle McCauley, Chief Investment Officer

Kyle McCauley

Chief Investment Officer, Investment Advisor

  • CRPC
  • APMA
  • NSSA
  • Series 66

Kyle is one of the directors of Entrust Investment Services, Inc. His work focuses on building individualized investment strategies for clients and making those strategies available to other advisers.

Areas of focus

  • Portfolio construction
  • Retirement income strategy
  • Tax-aware investment planning
  • Advisor strategy support
More

His background includes retirement planning, portfolio management, Social Security education, and advisor strategy support.

Kyle's work centers on helping clients connect portfolio decisions with retirement income, taxes, risk, liquidity, and the goals that matter most.

Robert Trejo, Chief Financial Officer

Robert Trejo

Chief Financial Officer, Investment Advisor

  • Certified Financial Fiduciary
  • Certified Tax Specialist
  • RFC
  • NSSA
  • Series 65

Robert is one of the directors of Entrust Investment Services, Inc. His work brings together planning, investment process, and client education.

Areas of focus

  • Financial planning
  • Tax-sensitive strategy
  • Investment process
  • Advisor and client education
More

Robert's work emphasizes thoughtful strategy design, tax-sensitive planning considerations, and implementation that clients and advisers can understand.

He helps keep the planning process practical, organized, and centered on clear communication.

Oscar Sierra, Director of Insurance Services

Oscar Sierra

Director of Insurance Services, Senior Insurance Advisor

Oscar helps families evaluate insurance strategies that may support asset protection, retirement planning, wealth preservation, and income planning.

Areas of focus

  • Insurance strategy
  • Retirement planning support
  • Wealth preservation
  • Income planning coordination
More

His work focuses on explaining insurance concepts in plain English and coordinating insurance recommendations with the broader planning conversation.

Outside the office, Oscar enjoys painting and spending time with his family.

Yecica Mendoza

Executive Assistant

Yecica supports client service and team coordination, helping keep requests, scheduling, and follow-through organized.

Areas of focus

  • Client service
  • Scheduling and coordination
  • Operations support
  • Administrative follow-through
More

Her background in office administration and client service helps support a responsive day-to-day experience for clients and the Entrust team.

She works closely with the advisory team to help organize service needs and keep communication moving.

How the team works

Clear guidance, organized follow-through.

Entrust brings planning, portfolio management, insurance coordination, and client service into one conversation so recommendations can be easier to understand and easier to act on.

Next step

Want to meet the Entrust team?

Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.

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