Zac brings this increasingly needed knowledge to our firm as we continue to deepen our Personal CFO, single point of contact offering for the families we work with. As with everything we do at Crown Wealth, we work to save our clients time, get them better, more holistic answers and in the end, save them money.
As I reflect on the ensuing three years, it has been a whirlwind of new clients, team members, offices and services offered. Today our team is 9 professionals strong, we have 2 office locations, and we are diligently serving nearly 200 families while managing $200million of investment assets.
For the second year in row, we are raising dollars for Nick and Tyler Kolbenschlag's 2020 Walk MS team 'If You Ain't First You're Last'. Come join us Friday March 27th at Amos’ Southend! Doors open at 8pm, B# will be playing their “Stacy’s Mom Part 2: Stacy’s Revenge” 90’s and 2000's pop/rock set. 100% of the door proceeds will be contributed to the team.