Our Cresset Team

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

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Jon Crow

Jon Crow

Executive Managing Director, Head of Client Advisory Services
Patrick Regan

Patrick Regan, CFA, MBA

Managing Director, Deputy CIO
Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Lewis Crosby

Lewis Crosby

Associate, Wealth Advisor
Dick Hall

Dick Hall

Managing Director, Wealth Advisor
Shane Harjes

Shane Harjes

Director, Wealth Advisor
Jason Heckler

Jason Heckler

Managing Director, Wealth Advisor
Renay Henderson

Renay Henderson, CFP®

Managing Director, Advisor Practice Management
Meristem 5126 2 New Scaled E1677796179193

Kelli Hengel

Associate Director, Wealth Advisor
Kyle Kolb

Kyle Kolb, CFA, CFP®

Director, Wealth Advisor
Greg Laughlin

Greg Laughlin, MBA

Managing Director, Wealth Advisor
David Mason

David Mason, CAIA

Managing Director, Investments
Brent Meyer

Brent Meyer, CFP®

Director, Wealth Advisor
Lauren Neal

Laura Neal

Director, Family Office Services
Anne Novak

Anne Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company