Crusonia Wealth Advisors Enhances Client Services by Welcoming Two Experienced Financial Professionals

Crusonia Wealth Advisors Welcomes Two New Financial Advisors

Crusonia Wealth Advisors, an independent registered investment advisor based in Denver, is excited to announce the addition of experienced financial professionals Jason Alderson and Madeline Kleinman to its growing team. This recruitment comes as part of the firm’s commitment to enhancing client services and reinforcing its dedication to a client-centered approach to wealth management.

Experienced Professionals Join the Team

Both Alderson and Kleinman bring with them a wealth of knowledge and expertise, focusing on creating personalized wealth strategies that align with clients' long-term financial goals. Jason Alderson, a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA), has an extensive background in financial services and previously served at Private Capital Management. His leadership roles within the Financial Planning Association of Colorado speak to his dedication to the profession.

With a Bachelor of Science in Finance from the University of Denver, Alderson recognizes the importance of technology and personalized service in meeting the needs of clients. He expressed enthusiasm for his new role, stating, "When evaluating a platform to serve clients, there was no better fit than Crusonia. The technology, service, and investment support they provide greatly benefit client relationships."

Madeline Kleinman, also a CFP, began her career at Charles Schwab before moving to Private Capital Management as a financial planner. A graduate from the University of Colorado at Boulder, Kleinman holds a Bachelor of Arts in Integrative Physiology and a Master’s degree in Teaching from Fordham University. She is passionate about assisting clients in navigating their financial journeys with tailored strategies that emphasize retirement planning and risk management.

Commitment to Client-Centric Values

Zach Pashel, co-founder and Managing Director of Crusonia Wealth Advisors, highlighted the importance of adding advisors who not only align with the firm's values but bring fresh energy and innovative ideas. He stated, "Jason and Madeline represent the next generation of high-quality, hardworking advisors. They prioritize clients and are true fiduciaries, embodying our commitment to putting clients first."

The firm continues to expand its team to better serve its growing clientele, focusing on personalized investment and financial planning services. Alderson and Kleinman's addition signifies Crusonia’s proactive approach to reinforcing its team with advisors who are deeply committed to empowering clients through their wealth management journey.

This strategic decision reflects Crusonia's adherence to an open architecture investment approach, which broadens the scope of resources and options available for clients. As the firm grows, the emphasis on specialized knowledge and dedicated service remains crucial in creating a support system for clients through every stage of their financial paths.

Looking Ahead

As Crusonia Wealth Advisors welcomes these seasoned professionals, the firm aims to maintain its growth trajectory while ensuring top-notch service for its clients. The combination of Alderson's and Kleinman's strengths will undoubtedly foster an environment conducive to insightful financial planning and client satisfaction.

For those interested in joining the innovative team at Crusonia, the firm encourages potential candidates to reach out to Zach Pashel for more information.

About Crusonia Wealth Advisors

Crusonia Wealth Advisors is committed to delivering personalized wealth management solutions to high-net-worth clients across various financial planning areas, such as investment, retirement, education funding, and philanthropic planning. The firm’s independent stance, supported by Michaud Capital Management LLC, ensures that client needs are prioritized in a tailored and strategic manner.

For additional insights about the firm and its offerings, visit www.crusoniawealth.com.