Crown Wealth Group LLC

Carter Hodgson is a financial advisor at Crown Wealth Group LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, including a previous role at Wells Fargo. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and Personal CFO services. The firm employs a goals-based investment approach using a variety of analysis methods and offers additional services such as estate planning, lifestyle planning, and business succession support.

Scott Drake is a financial advisor at Crown Wealth Group LLC in Charlotte, NC, holding a Series 65 license with over 20 years of industry experience. He previously worked at Wells Fargo for 22 years before joining Crown Wealth Group. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and Personal CFO services. The firm employs a goals-based investment approach and integrates wealth management with real estate and insurance activities through affiliated businesses.

Douglas Coppola is a financial advisor at Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation with 22 years of industry experience. He previously worked at Client First Advisors, LLC for eight years before joining Crown Wealth Group in 2019. Outside of his advisory role, he provides occasional investment consulting to a Swiss company. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and Personal CFO services. The firm employs a goals-based investment approach using various analysis methods to construct diversified portfolios and offers additional services including estate planning, lifestyle planning, and business succession support.

Steven Lindgren is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Crown Wealth Group in 2019, he worked at Questar Asset Management and Questar Capital in various roles from 2013 to 2019. He serves on the board of the Charlotte Economics Club, participating on the sponsorships committee to support local finance and economic professional networking. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and Personal CFO services. The firm employs a goals-based investment approach, combining multiple analytical methods to manage diversified portfolios and offers additional services including estate planning, lifestyle planning, executive compensation strategy, and business succession support.

Nicholas Kolbenschlag is a financial advisor at Crown Wealth Group LLC in Charlotte, NC, holding a Series 65 designation with 14 years of industry experience. He has worked at firms including VisionQuest Wealth Management, Questar Asset Management, and GCG Wealth Management prior to joining Crown Wealth Group in 2019. Outside of advisory work, he is involved in consulting on the Personal CFO financial planning process through Kolby Brother Ventures LLC and serves as Managing Director of Evolv Family Wealth, focusing on recruiting and educating investment adviser representatives. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and Personal CFO services. The firm employs a goals-based investment approach using a combination of fundamental, quantitative, and technical analysis, and integrates wealth management with real estate and insurance activities through affiliated businesses.

Sean Casullo is a CFP® professional with four years of industry experience, currently serving as an advisor at Crown Wealth Group LLC. He previously worked at Sanderson Wealth Management, LLC for eleven years. Crown Wealth Group is a multi-advisor registered investment adviser that serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, comprehensive financial planning, and Personal CFO services. The firm uses a goals-based investment approach and combines wealth management with real estate and insurance activities through affiliated entities.

Tyler Kolbenschlag is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding a Series 65 designation and 10 years of industry experience. He has worked at Crown Wealth Group since 2018 and previously held roles at GCG Wealth Management, Questar Asset Management, and VisionQuest Wealth Management LLC. Outside of advisory work, Tyler is a licensed real estate broker and serves on the Board of Trustees for the Greater Carolinas chapter of the National Multiple Sclerosis Society. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and Personal CFO services. The firm employs a goals-based investment approach using an internal investment committee and offers additional services including estate planning, lifestyle planning, and business succession support, integrating wealth management with affiliated real estate and insurance activities.

Zachary O'Brien is a CFP® professional with 16 years of experience in financial advising. He has worked at Crown Wealth Group LLC since 2020 and previously spent 11 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he serves on multiple nonprofit boards, including the LLK Foundation for rare cancer research, Ducks Unlimited in Davie County, and the Winston-Salem Chamber of Commerce. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and Personal CFO services. The firm employs a goals-based investment approach and integrates wealth management with real estate and insurance activities through affiliated businesses.