Crown Wealth Group (“Crown”) is thrilled to announce the addition of Zac O’Brien, Jakin Fox and Amy Olsen to their growing team and new Winston Salem area office. The Greater Piedmont Group was founded by Zac in 2009 and was rounded out with the addition of partner Jakin and operations guru Amy.
The team will now operate under the Crown brand, staying focused on financial planning and investment management while having the responsibility and privilege to serve some very successful individuals, families, and businesses in the Triad and beyond.
Zac, a Certified Financial Planner (CFP) adds a decade of experience to the firm after recently leaving Thrivent Financial. “I have known the Kolbenschlag brothers for close to 25 years and kept a close eye on the growth of their firm. When I got a chance to talk with Nick about the Personal CFO model Crown had implemented for its clients, I immediately knew this was the model of the future and something I knew we needed to be a part of.” Says Zac O’Brien who will serves as the Managing Director of Crown’s North Region.
Jakin who partnered with Zac in 2016 states, “I am most excited about the family-office style solutions that will be available to us and our clients. In the past those areas were untouchable, we just didn’t have infrastructure or expertise in that arena, and Crown brings that to the table.”
The final, and key piece to the new team, is Amy Olsen who will head up client relations. Amy spent 30 years in public education with varied experiences in database management and technology training which will play an important role in maximizing the efficiency of the advice delivery process through Crown’s extensive technology stack.
“I couldn’t be more excited about the addition of Zac, Jakin and Amy. Outside of being great people, they are the type of individuals we need more of in our industry. They have an amazing hometown feel within their client base and the new office location is going to help us continue to deepen our presence in North Carolina.” Explains Nick Kolbenschlag, Managing Partner of Crown Wealth Group.Zac and Jakin are in the process of registering with Crown and are up to speed and ready to deliver the Personal CFO solution to successful individuals, families and business owners. They can be reached via email at email@example.com or firstname.lastname@example.org.