Crusonia Wealth Enhances Advisory Team
Prior to adding Wagner and Warrender, Crusonia has welcomed several new advisors with deep experience in client-centric financial planning, investment strategy, and portfolio management.
Co-Founder and Managing Director
"We are building a team of experienced, compassionate advisors united by a shared vision to provide clients with personalized and comprehensive financial solutions to preserve their assets and help achieve their aspirations," Pashel said. "Gary and Amy embody those values and bring robust skill sets to strengthen our firm."
Wagner brings more than 20 years of experience in wealth management. He most recently served as co-founder and managing director at Private Capital Management and was the CEO and co-founder of Wagner Wealth Management. Previously, Wagner was a partner at a large
He earned his Bachelor of Science in Finance from The Wharton School of the University of Pennsylvania and a Juris Doctor from Duke University.
"Gary's experience in financial services, legal, and corporate business is a powerful combination, and our clients will benefit from his deep expertise and insights," Pashel noted. "He understands the complexities of wealth management and provides the firm with many decades of experience and leadership."
Most recently, she served as a senior financial planner at Private Capital Management, where she provided portfolio planning and analysis for clients.
Warrender is a Certified Financial Planner (CFP) professional and holds the Accredited Estate Planner (AEP) designation.
"Amy will have an immediate and lasting impact on our clients' financial planning and help them with wealth management. For more than two decades, she has cultivated strong relationships with clients and her colleagues," Pashel said.
Amy graduated from Southeast Missouri State University with a Bachelor of Science in Political Science.
For more information about joining Crusonia's advisor team, contact
About Crusonia Wealth Advisors
Headquartered in
Visit www.crusoniawealth.com to learn more.
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SOURCE Crusonia Wealth Advisors
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