Specialties
About Me
Comprehensive wealth management services: Financial Stewardship & Planning Together, we will transform your life’s most important questions into a clear, purpose-driven plan—one that aligns your wealth with your goals and empowers you to live with intention.
Investment Management By listening intently and understanding your needs, we design tailored portfolios that balance opportunity, responsibility, and long-term growth. Generosity & Estate Planning Wealth is a tool for creating lasting impact. Whether it’s building a family legacy, supporting a cause, or giving back to your community, we will help ensure your values live on for generations. Tax & Business Planning Stewardship requires coordination. We collaborate with tax and legal professionals to create seamless strategies that optimize your wealth while keeping you focused on what truly matters. Business Exit Planning Your life’s work deserves a thoughtful transition. We help business owners prepare for their next chapter by maximizing value, preserving legacy, and ensuring your exit strategy reflects both your financial objectives and personal values.
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Interests & Hobbies
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Credentials
CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crown Wealth Management are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge’s Form CRS (Customer Relationship Summary) The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Crown Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.