Finding Financial Harmony

Crewe Advisors can help provide the peace-of-mind you deserve by helping to achieve financial harmony. Every aspect of your financial well-being should not only co-exist peacefully, but be in perfect alignment with your life and your goals.

Acting as the family CFO, we strive to build deep connections and family bonds with each and every one of our clients. We help you ask the right questions, think through life and financial decisions, and ultimately look to guide you to a better outcome. We devote ourselves to these meaningful relationships, serving as a single-point of contact to evaluate, align and oversee your wealth from end-to-end.

CRE•WE: A township in Cheshire England, known for the passion, teamwork and dedication of its workers, who brought recognition to the town by producing the most iconic hand-crafted automobiles.

At Crewe Advisors, we embody the same qualities as our namesake while taking a fine craftsman-like approach to wealth management. We take care of the financial fine print, so you can focus on what is important to you.

The Roles We Play in Creating Financial Harmony

STEWARD - Educate, advise and implement to help preserve and protect the family legacy and lifestyle.

STRATEGIST - Deeply understand the values and goals of the family and strategically shape, guide and further the family’s legacy on all financial matters.

ADVISOR - Conduct meticulous financial planning and analysis and orchestrate all financial affairs, with a holistic view across estate and family finances.

COMMUNICATOR - We do more than just communicate. We guide you through the intricacies of finance, and help you ask the right questions and look to guide you to better outcomes.

GATEKEEPER - We assess and filter information on behalf of the family, creating financial harmony across your team of advisors and other professional.

The Crewe Team

Ryan Halliday

Ryan is the Founder & CEO of Crewe Advisors. Ryan founded the firm to drive his vision of what it means to provide exceptional service to affluent families. He has spent over 20 years developing his expertise in the areas of investments, insurance, taxes, business succession and estate planning for a full-breadth approach to wealth management.

Ryan earned his B.S. in Business Administration from The College of Saint Rose where he graduated Magna Cum Laude. He holds a Master of Finance from Walsh College in Michigan. Ryan is a member of the Business Advisory Council and a trustee for The College of Saint Rose in Albany, New York.

Dan Sudit

Dan is a Partner at Crewe Advisors. He brings over 20 years of experience in comprehensive financial counseling and investment management. Dan specializes in crafting sophisticated tax and estate planning strategies for senior executives of Fortune 500 companies, non-profit organizations, business owners, high net worth individuals and their private holdings and entities.

Dan earned his B.A. degree from the University of California at Berkeley, his Juris Doctorate degree from the New England School of Law and an LL.M. in Taxation from Georgetown University Law. Dan is a member of the Board of Directors for Front Porch Communities and Services. His work has been published in the Wall Street Journal, Entrepreneur Magazine and Financial Advisor Magazine, among other publications.

Dustin Thackeray, CFA® Charterholder

Dustin is the Chief Investment Officer of Crewe Advisors. He is responsible for charting the direction that guides investment management decisions for client portfolios. He is Chair of the Investment Committee, which oversees investment matters including market research, asset allocation, risk management, investment manager diligence, and portfolio implementation and monitoring. Dustin has over 15 years of experience in private wealth investment management.

Dustin Thackeray is a Chartered Financial Analyst® Charterholder and a member of the CFA® Society of Salt Lake. He holds a BS in Business Administration with an emphasis in Finance from Weber State University. He is Series 66 licensed.

Janet Gonzales

Janet is the Director of Operations for Crewe Advisors. She oversees Operations, HR, and employee training processes for the firm. She works with the partners to develop Crewe’s strategic direction in order to ensure positive experiences for clients and employees. Prior to Crewe, Janet has had extensive experience in the financial industry, with Goldman Sachs, Morgan Stanley, and Fidelity in a variety of roles in financial planning, operations, risk and compliance.   

Janet obtained her B.A. in History from Brigham Young University, her M.A. in History from The University of Texas at Arlington, and her M.B.A. from Westminster College. She is Series 66 licensed. She is on the Board of Trustees for the Off Broadway Theatre Company in Salt Lake City, and part of the Guggenheim Museum’s Young Collector’s Council.

Ike Lewis

As part of the Crewe team, Ike focuses on providing a positive client experience as he guides clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills. He also assists the firm’s Wealth Advisors in implementing financial planning recommendations for clients along with the preparation of account performance and tax reports for clients.

Ike has 12 years of experience in marketing, where he developed strong interpersonal and problem-solving skills especially with relation to client relationships. He currently attends Weber State where he is earning his Bachelor’s degree.

Bonnie Nickle

Bonnie assists the advisory team with day-to-day operations. She acts as a resource, interfacing with clients, coordinating travel and meetings, and preparing materials for client meetings. Prior to Crewe, Bonnie worked as a Senior Executive Assistant for Kensington Capital Holdings and HGGC.

Some of the organizations she has participated in is the Special Olympics, Engage Now Africa, Utah Youth Village, Anasazi Foundation, and HGGC’s Children’s Fund.

Megan Slatter

On the Crewe team, Megan leads out in working with clients to ensure a positive experience and focuses on procuring client information. Megan also assists the firm’s advisors in preparing account performance and tax reports as well as implementing financial planning recommendations for clients.

Prior to Crewe, she worked as a COO and in a variety of operations and management roles in the financial industry. Megan earned her B.S. in Behavioral Science and Health from the University of Utah and has passed the Series 65 exam.

Jennifer Michelson

Jen assists the advisory team with day-to-day operations. She acts as a resource, interfacing with clients, coordinating travel and meetings, and preparing materials for client meetings. Jen has over 18 years of experience in administrative roles, including working as an Executive Assistant and as a Marketing Coordinator for various engineering firms.

Jen earned her B.F.A. from The Illinois Institute of Art at Schaumburg and has strong ability in graphic design and communication.

Ashley Landon

Ashley works on the investment team at Crewe Advisors, compiling thorough market research and ensuring strong investment portfolios through due diligence. She also works across advisory teams to ensure the accuracy and timely production of reports. These thoughtful pursuits help Advisors manage clients’ wealth and cash flows. Prior to joining Crewe Advisors, Ashley worked as the Director of Operations for a boutique Investment Bank and in the non-profit sector.

Ashley is a graduate of Brigham Young University with a B.A. in Political Science. She holds an M.B.A. from the Jon M. Huntsman School of Business at Utah State University. She is also a Level II candidate for the CFA program. She appreciates that Crewe is client-focused, allowing for a personal approach to each household. She is Series 65 Licensed.

Rylie Halliday

Rylie is an associate who specializes in developing and overseeing our intern program. She also assists the Halliday Team through quarterly client reporting and internal database maintenance.

Rylie is currently earning a B.S. in Finance and a B.A. in English from the University of Utah.