Crown Wealth Group LLC

Carter Hodgson is a CFP® and holds a Series 65 license, with one year of industry experience. He previously worked at Wells Fargo before joining Crown Wealth Group LLC, where he is currently part of an eight-advisor team in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using written Investment Policy Statements and an Investment Committee to tailor portfolios, which typically include low-cost, diversified ETFs and mutual funds alongside other asset types as appropriate.

Scott Drake is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding a Series 65 designation and two years of industry experience. He previously worked at Wells Fargo for 22 years before joining Crown Wealth Group. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using low-cost, diversified ETFs and mutual funds, supported by an Investment Committee that customizes asset allocation and model portfolios.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.

Steven Lindgren is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Crown Wealth Group in 2019, he worked at Questar Capital & Asset Management and Questar Asset Management. He serves on the board of the Charlotte Economics Club, contributing to the sponsorships committee. Crown Wealth Group LLC provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients, using a goals-based investment process that incorporates diversified ETFs, mutual funds, and other asset classes tailored through an Investment Committee.

Nicholas Kolbenschlag is a financial advisor at Crown Wealth Group LLC with 15 years of industry experience. He has held roles at GCG Wealth Management and Questar Asset Management prior to joining Crown Wealth Group in 2019. Outside of his advisory work, he provides consulting services on the implementation of Personal CFO financial planning solutions and manages a DBA branch office focused on recruiting and educating investment advisor representatives. Crown Wealth Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning, utilizing a goals-based investment process that incorporates a wide range of asset classes and a formal Investment Committee. The firm also maintains affiliations with insurance and real estate businesses and offers services including estate planning, executive compensation, and concierge lifestyle support.

Sean Casullo is a CFP® professional with five years of industry experience. He has worked at Crown Wealth Group LLC since 2022 and previously spent eleven years at Sanderson Wealth Management, LLC. Casullo is based in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using diversified, low-cost ETFs and mutual funds, supported by an Investment Committee to tailor portfolios according to documented objectives and risk tolerances.

Tyler Kolbenschlag is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Crown Wealth Group LLC since 2018 and previously held roles at GCG Wealth Management and Questar Asset Management. Outside of his 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 LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, including Personal CFO support and estate-planning facilitation. The firm employs a goals-based investment process using an Investment Committee and offers a range of asset classes, including low-cost ETFs and mutual funds, with additional services such as insurance and real estate brokerage through affiliated entities.

Zachary O'Brien is a CFP® with 17 years of experience in financial advisory services. 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. O'Brien serves as a board member for several nonprofit organizations, including the LLK Foundation, Ducks Unlimited Davie County, and the Winston Chamber of Commerce, where he leads a leads group and participates in community events. Crown Wealth Group LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a goals-based investment process with documented Investment Policy Statements and offers personalized services such as estate-planning facilitation, executive compensation planning, and concierge lifestyle support.