Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, with 17 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for 14 years. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis and offers discretionary management with documented risk tolerance through an Investment Policy Statement.

Louise Willmering is a CFA® charterholder with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multi-disciplinary investment approach and is noted for advising private pooled vehicles and serving insurance company clients.