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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
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
 

 

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