Managing Partners
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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
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Shane Hughes
Insurance Business Coordinator
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