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Managing Partners



Shane P. Snively, RFC, MBA.
Registered Principal
Click Here for bio | ssnively@crownmail.net


David H. Yoder, CFP, CLU, ChFC
Registered Representative
Click Here for bio | dyoder@crownmail.net
Our Associates


J. Erik Groves, J.D., Esquire
Director of Estate Planning, Family Office
Click Here for bio


Franklin P. Sparkman, Jr., CPA, PA
Director of Tax Planning, Family Office,
Registered Representative
Click Here for bio | fsparkman@crownmail.net


Brian Holland
Director of Group Benefit
Click Here for bio | bholland@crownmail.net


Eric Kasimov
Director of Insurance Brokerage
Click Here for bio


James Crabbe, PhD, ChFC
Long Term Care Specialist
Click Here for bio


Skip Jacobs
Independent Insurance Specialist
Click Here for bio

Jared Audette, Registered Representative
Securities Business Coordinator

Melanie Weaver
Case Manager for Insurance Brokerage

 

Shane Hughes
Insurance Business Coordinator
 

 

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