#United States #Denver #Crusonia Wealth #Gary Wagner #Amy Warrender

Crusonia Wealth Advisors Strengthens Advisory Team

Crusonia Wealth Advisors LLC, an independent Registered Investment Advisor (RIA) based in Denver, Colorado, is set to enhance its client services with the addition of two seasoned professionals: Gary Wagner, J.D., who is joining as a partner and senior wealth advisor, and Amy Warrender as a wealth advisor. This strategic expansion is aimed at bolstering the company's relationships with affluent individuals and families, ensuring they receive personalized financial guidance tailored to their intricate needs.

Zach Pashel, Co-Founder and Managing Director of Crusonia Wealth Advisors, emphasized that the recruitment of Wagner and Warrender reflects the firm’s unwavering commitment to delivering high-quality, holistic wealth management services. Pashel stated, "We are building a team of experienced, compassionate advisors united by a shared vision to provide clients with personalized and comprehensive financial solutions to preserve their assets and help achieve their aspirations."

Background on Gary Wagner

Gary Wagner brings over 20 years of extensive experience in the legal and financial sectors. Before joining Crusonia, he was the co-founder and managing director at Private Capital Management and the co-founder/CEO of Wagner Wealth Management. His significant knowledge is derived from his prior roles as a partner at a prominent Denver law firm and as associate general counsel for Qwest Communications. Wagner’s community involvement is noteworthy; he has served on the boards of several organizations including the Jewish Community Center, the Jewish Community Foundation, and Temple Emanuel.

Academically, Wagner holds a Bachelor of Science in Finance from The Wharton School of the University of Pennsylvania and a Juris Doctor from Duke University. Pashel remarked, "Gary's robust experience in financial services, legal practices, and corporate business creates a powerful combination, adding immense value for our clients."

Insights on Amy Warrender

Alongside Wagner, Amy Warrender steps into her role as a wealth advisor, bringing a rich background in financial planning and wealth management. Previously, she served as a senior financial planner at Private Capital Management, effectively providing portfolio planning and analysis for diverse clientele. Warrender is a Certified Financial Planner (CFP) and has earned the Accredited Estate Planner (AEP) designation.

Pashel noted the impact Warrender will have on client relationships, stating, "For more than two decades, she has cultivated strong relationships, both with clients and colleagues, which is key to our client-centric approach."

Warrender earned her Bachelor of Science in Political Science from Southeast Missouri State University. Her proactive approach and commitment to client satisfaction will further enhance Crusonia Wealth Advisors’ personalized service ethos.

Company Overview

Crusonia Wealth Advisors LLC is committed to offering tailored private wealth management solutions, incorporating investment, retirement, education funding, tax planning, and philanthropic strategies. The firm is guided by a client-focused model that allows them to address the unique financial complexities faced by high-net-worth individuals. Partnering with Michaud Capital Management LLC, Crusonia prides itself on maintaining an independent, agnostic environment prioritizing client needs above all.

For those looking to join Crusonia's esteemed team of advisors, inquiries can be directed to Zach Pashel at email protected]. To learn more about their offerings and team, please visit [www.crusoniawealth.com.