Crusonia Wealth Advisors Strengthens Team with Experienced Advisors Gary Wagner and Amy Warrender

Crusonia Wealth Advisors, an independent Registered Investment Advisor (RIA), has welcomed experienced wealth management professionals Gary Wagner and Amy Warrender as part of its growing team. Wagner joins as a partner and senior wealth advisor, while Warrender serves as a wealth advisor. The additions support the company's goal of strengthening relationships with high-net-worth individuals and families. Prior to joining Crusonia, the team had already welcomed several new advisors with extensive experience in client-centric financial planning, investment strategy, and portfolio management.

Key Takeaways:

• Gary Wagner brings over 20 years of experience in wealth management, having previously served as co-founder and managing director at Private Capital Management and CEO and co-founder of Wagner Wealth Management.
• Wagner's background includes stints as a partner at a large Denver law firm and associate general counsel for Qwest Communications, demonstrating his well-rounded expertise in financial services, law, and corporate business.
• Amy Warrender is a seasoned financial services veteran with extensive experience in wealth management and financial planning, including a stint as a senior financial planner at Private Capital Management.
• Warrender is a Certified Financial Planner (CFP) professional and holds the Accredited Estate Planner (AEP) designation, underscoring her expertise in wealth management and estate planning.
• The addition of Wagner and Warrender supports Crusonia's commitment to providing high-quality, personalized, and holistic wealth management services to clients.

Statistics:

• Over 20 years of combined experience in wealth management between Gary Wagner and Amy Warrender.
• Wagner's experience as co-founder and managing director at Private Capital Management and CEO and co-founder of Wagner Wealth Management.
• Warrender's background as a senior financial planner at Private Capital Management and her certification as a Certified Financial Planner (CFP) professional.
• 15+ years of combined experience in financial planning and portfolio management management between Wagner and Warrender.

Sources:

• PRNewswire, "Crusonia Wealth Advisors Strengthens Team with Experienced Advisors Gary Wagner and Amy Warrender"
• Crusonia Wealth Advisors, "About Us"