Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

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Wendy Krucina 700x425 1

Wendy Krucina

Associate, Client Administration
Sari Kvasnik

Sari Kvasnik

Director, Private Wealth Client Services
Tom Lenz

Tom Lenz, CPA

Director, Tax Manager
Richard Lowry

Richard Lowry

Managing Director, Head of Tax Strategy & Senior Tax Counsel
Thomas McKeown

Thomas McKeown, CFA, CFP®

Managing Director, Wealth Advisor
Ashley Moe

Ashley Mo

Director, Growth Marketing
Jon Moon

Jon Moon

Director, IT Manager
Dan Morgan

Dan Morgan

Associate, Investment Analyst
Marcel Myszewski

Marcel Myszewski

Associate Director, Wealth Advisor
Derek Noel

Derek Noel

Director, Fixed Income Trading & Operations
Beth Otero

Beth Otero

Associate Director, Private Wealth Client Services
Michael Pickney

Michael Pinckney

Managing Director, Wealth Advisor
Jonathan Pope

Jonathan Pope

Director, Private Wealth Client Services
Candace Premo

Candace Premo

Associate, Executive Assistant
Raquel Ramirez

Raquel Ramirez

Managing Director, Head of Brand & Marketing
Joey Rizza

Joey Rizza

Associate, Private Wealth Client Services