Entrewealth

Isabelle Beal is a financial advisor at EntreWealth with a Series 66 designation and two years of industry experience. Her prior roles include positions at Kingswood Wealth Advisors LLC dba Dannah Investment Group and Texas Farm Bureau Insurance Company. She also has experience in education through her work with Do College Better Tutoring. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, utilizing a range of analytical approaches and client-specific Investment Policy Statements. The firm emphasizes long-term trading strategies and may engage sub-advisors or recommend affiliated pooled investment vehicles as part of its portfolio management.

Rafael Kronenberg is a financial advisor at EntreWealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Kronenberg also has experience in the technology sector with Shoshana Technologies. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management guided by client-specific Investment Policy Statements. The firm employs a variety of analytical approaches and specializes in long-term trading strategies while referring financial planning and related services to an affiliated consulting entity.

Wesley Leftwich is an advisor at EntreWealth with six years of industry experience. His prior roles include positions at Dew Wealth Management and Plancorp, LLC. He also spent time at the University of Missouri and Elite Performance Academy earlier in his career. EntreWealth offers investment advisory services to individuals, businesses, and retirement plans, focusing on long-term trading strategies that combine various analytical approaches within client-specific Investment Policy Statements. The firm manages custodial accounts, may engage sub-advisors, and sponsors pooled investment vehicles recommended to clients when appropriate.

Craig Slaubaugh is a CFP®-designated advisor at EntreWealth with 10 years of industry experience. His prior roles include positions at The Coury Firm, Waldron Private Wealth, and HBKS Wealth Advisors. EntreWealth serves individuals, businesses, and pension and profit-sharing plans, managing portfolios with client-specific Investment Policy Statements and employing various analytical approaches within a long-term trading strategy. The firm sponsors pooled investment vehicles and provides discretionary and non-discretionary portfolio management.

Jeffrey Socha is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Ark Financial Group and Central Wealth Management. He is also the owner of Socha Consulting, which provides investment advising, financial planning, tax planning, and business consulting. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a multi-strategy investment process focused on long-term trading and provides both discretionary and non-discretionary management through a nine-person advisory team.

Jonathan Pasqua is a CFA® charterholder and holds a Series 65 license. He is currently with EntreWealth in Austin, TX, and has over 14 years of industry experience, including founding Pasqua Wealth Solutions. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team, employing a long-term investment approach that integrates various analytical methods and aligns portfolios with client-specific Investment Policy Statements.

Samuel Kim is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at EntreWealth, where he has worked since 2026. Prior to this, he held roles at several firms including Sanctuary Securities, Red Oak Wealth Management, NEXT Financial, and Northwestern Mutual. Outside of advisory work, he serves as Treasurer for Ad Fontes Inc, a nonprofit focused on aiding underprivileged communities, and works as an independent contractor providing expertise to improve AI language models. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, employing a mix of analytical approaches within client-specific Investment Policy Statements. The firm offers discretionary and non-discretionary portfolio management and sponsors pooled investment vehicles through an affiliated exempt-reporting adviser.

Joshua Mumper is a financial advisor at EntreWealth with a Series 65 credential and three years of industry experience. He previously worked at Vance Wealth, Hcvt, and Richard Mumper & Associates. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of analytical approaches, including fundamental and technical analysis, to implement long-term trading strategies tailored to each client’s Investment Policy Statement.

Dylan Veatch is a financial advisor at EntreWealth with one year of industry experience. He holds a Series 66 designation and previously worked at Falcon Wealth Advisors, Aya Healthcare, Spring Venture Group, Cooper's Hawk Winery, and Cerner Corporation. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team and employs a long-term investment approach using a combination of charting, cyclical, fundamental, quantitative, and technical analysis tailored to each client's Investment Policy Statement.

Austin Delery is a CFP® professional with nine years of experience in financial advising. He currently works at EntreWealth and has prior experience at Carson Wealth Management LLC among other firms. Outside of advisory roles, he is involved with The Olivier Group LLC, where he assists advisors with research, reporting, and daily operations. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing long-term trading strategies and a variety of analytical methods while adhering to client-specific investment policies.

Braxton King is an advisor at EntreWealth with Series 63 and Series 65 credentials and two years of industry experience. He has worked at firms including Bank of America and Merrill. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering portfolio management and custom Investment Policy Statements. The firm utilizes a range of analytical approaches and focuses on long-term trading strategies while referring clients seeking financial planning or related services to affiliated consulting entities.

Andrew Vinciguerra is a financial advisor at EntreWealth with five years of industry experience. He holds a Series 65 designation and has previously worked at One Charles Private Wealth Services and The Colony Group. Andrew is based in Fort Lauderdale, FL. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing a range of analytical approaches and client-specific Investment Policy Statements. The firm manages custodial accounts, may engage sub-advisors, and sponsors pooled investment vehicles offered to clients as appropriate.

Haley Rao is a Series 65-licensed advisor at EntreWealth in Boston, MA, with one year of industry experience. Prior to joining EntreWealth, she was co-owner of Dirty Paws LLC, a website and app development business. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans, managing approximately $222 million in assets with a nine-person advisory team. The firm employs a long-term investment process incorporating multiple analytical approaches and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Matthew Hiller is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans by providing investment advisory and portfolio management. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Vincent Damiani is a CFP® professional with one year of industry experience, currently serving as an advisor at EntreWealth. His prior experience includes roles at Corient, Corient Services LLC, and Rootstock Advisors. From 2013 to 2021, he was involved with 6MATT33 Inc., operating under the name Off the Hook. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, utilizing a combination of analytical approaches and client-specific investment policy statements to guide long-term trading strategies. The firm works with custodians such as Schwab Institutional and UMB and offers access to affiliated pooled investment vehicles.