Our Team

Dan brings over 25 years of experience in comprehensive financial counseling and investment management, specializing in sophisticated tax and estate planning strategies. He has played a key role in advancing Crewe Advisors’ financial planning solutions, leveraging his expertise to drive long-term results.

Dan earned his BA from the University of California, Berkeley, his Juris Doctorate from the New England School of Law, and an LL.M. in Taxation from Georgetown University Law.

Louise brings over 30 years of experience in private wealth management, specializing in creating custom investment strategies for client portfolios. She became a member of Crewe Advisors in 2021 and has fostered strong client relationships since.

Louise is a Chartered Financial Analyst Charterholder and a member and a past president of CFA Society Phoenix. She holds a BS in Finance from University of Arizona.

She frequently provides expert insight to sources such as Barron’s, The Wall Street Journal, and Money.com.

Ryan has 15 years of experience providing comprehensive investment, financial, business succession, tax, and estate planning services. He has crafted personalized recommendations grounded in a deep understanding of client objectives, always maintaining an independent and unbiased perspective.

Ryan earned his Bachelor of Science in Financial Services from Brigham Young University.

Nick brings over 15 years of experience in business succession, wealth planning, comprehensive investment management, custom lending solutions, and estate planning.

Nick earned his Bachelor of Science degrees in Economics, summa cum laude, and Supply Chain Management, summa cum laude, from the W.P. Carey School of Business at Arizona State University and graduated with his MBA from the Marriott School of Business at Brigham Young University. He holds the Chartered Financial Analyst (CFA®) designation (2009) as well as the Chartered Alternative Investment Analyst (CAIA®) designation (2019).

James has 25 years of experience working with family businesses and executives in customizing comprehensive plans to bring about client focused objectives. A key pivot in 2007 directed James’ attention and passion to helping families establish multi-family office services to facilitate generational wealth planning transfers.

James graduated from Utah State University with a degree in Finance and Accounting and is a CFP®, CERTIFIED FINANCIAL PLANNER®.

Megan has nearly two decades of experience spanning mortgage, real estate, and finance. Her previous roles as Chief Operations Officer and other strategic positions within the financial services industry have assisted her in crafting personalized, long-term financial plans and specializes in tax-efficient strategies, retirement, and estate planning.

She holds a BS in Behavioral Science and Health from the University of Utah.

Marshall has 8 years of experience in the investment advisory industry. He has focused on creating and recommending long-term wealth strategies structured around client and prospective client goals.

Marshall earned his Bachelor of Science degree in Experience Design & Business Management from the Marriott School of Business at Brigham Young University. He is a Certified Private Wealth Advisor® professional.

Tanner has extensive experience in investment management, having previously served on the Investment Team at Crewe Advisors. Prior to that, he worked as a financial analyst for Goldman Sachs and as an investment specialist for Integrated Financial Group.

Tanner is a Chartered Financial Analyst® Charterholder and a member of CFA® Society Salt Lake. He holds a BS in Finance from Brigham Young University, where he graduated Cum Laude.