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 |
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Franklin P. Sparkman, Jr., CPA, PA
Director of Tax Planning, Family Office
Click Here for bio |

Jennifer Reid
Business Coordinator, Insurance Specialist
Click Here for bio | jreid@crownmail.net |

Len Tippett
Registered Representative
Click Here for bio | ltippett@crownmail.net |

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

Eric Kasimov
Director of Insurance Brokerage
Click Here for bio |

James Crabbe, PhD, ChFC
Registered Representative, Long Term Care Insurance Specialist
Click Here for bio | jcrabbe@crownmail.net |
Lee Roberts
Case Manager for Insurance Brokerage
Melanie Weaver
Case Manager for Insurance Brokerage |