Meet Your Team

From advanced degrees to multiple languages, the experience and talent of the Entrepreneur Solutions team set us apart. For over 30 years, we’ve been focused on the unique goals of entrepreneurs.

Led by Paul Salerno, our carefully assembled leadership team includes specialists in Investment Management, Strategic Planning and Risk Management.

  • Paul Salerno

    Paul Salerno, JD*, LLM, MBA

    Managing Partner

  • Teresa Cortes

    Teresa Cortes

    Client Operations Manager

  • Ivan Contreras

    Ivan Contreras

    Client Operations Associate

  • Treena Salerno

    Treena Salerno

    Client Experience Coordinator

  • Linh Ma

    Linh T. Ma, CLU, ChFC, LUTCF

    Investment Management

  • Emily Pendleton

    Emily Pendleton, CFP, CHFC, CPFA

    Investment Management

  • Dennis Hou

    Dennis Hou, AEP, ChFC, CLU, CPFA

    Investment Management

  • Michael Di Rocco

    Michael Di Rocco, CPFA

    Investment Management

  • Sal Sanchez

    Investment Management

  • Linda Chen

    Linda Chen, CFP, MBA, CPA*

    Strategic Planning

  • Erica Pu

    Erica Pu, MBA, CEPA

    Strategic Planning

  • Hunter Hall

    Hunter Hall, CPFA

    Strategic Planning

  • Cade Roemmich

    Cade Roemmich, CPFA

    Strategic Planning

  • C. Jordan Gregory

    C. Jordan Gregory

    Strategic Planning

  • Michael McKnight

    Michael McKnight, CPFA

    Risk Management

  • Jacklin Bahramy

    Jacklin Bahramy, QPFC

    Risk Management

  • Peter Green

    Peter Green, CIC

    Risk Management

  • Bill Hamelin

    Bill Hamelin

    Risk Management

* Not Practicing