Our Team
Ryan Halliday
Managing Partner
Ryan Halliday
Managing Partner
Ryan established the firm to drive his vision of what it means to provide exceptional service to affluent families. He has 25 years of experience working with clients and developing his expertise in investments, taxes, business succession, insurance, and estate planning, taking a comprehensive approach to wealth management
Ryan earned his BS in Business Administration from The College of Saint Rose where he graduated Magna Cum Laude. He holds an MS in Finance from Walsh College in Michigan. Ryan is a trustee for The College of Saint Rose in Albany, New York.
Jason Miller, CFP®, CPWA®
President, Chief Operating Officer, Partner
Jason Miller, CFP®, CPWA®
President, Chief Operating Officer, Partner
Jason joined Crewe in 2021 and brings over 20 years of progressive leadership experience in wealth management.
Jason earned his BS in Finance, cum laude, from the W.P. Carey School of Business at Arizona State University and his MBA with an emphasis in Finance from the Marriott School of Business at Brigham Young University. In addition, he is a CERTIFIED FINANCIAL PLANNER® certificant and Certified Private Wealth Advisor® professional. Jason is a member of the BYU Management Society and is a past President and Chairman of the Financial Planning Association of Greater Phoenix. Jason is regularly consulted by publications such as Barron’s and InvestmentNews for his extensive industry knowledge.
Seth Merrill, CFA®
Chief Investment Officer, Partner
Seth Merrill, CFA®
Chief Investment Officer, Partner
Seth brings over 20 years of experience in institutional asset allocation and equities portfolio management to Crewe. His extensive experience in institutional investment management imparts a deep understanding of market history and dynamics to the investment and risk management of client portfolios.
Seth earned a BS from Brigham Young University and received his MBA from the Stanford Graduate School of Business. He is a Chartered Financial Analyst (CFA®) charterholder and a member of CFA® Society Salt Lake.
Dustin Thackeray, CFA®
Head of Portfolio Management, Partner
Dustin Thackeray, CFA®
Head of Portfolio Management, Partner
Dustin has over 20 years of experience in private wealth investment management. He serves as Head of Portfolio Management and Chair of the Investment Committee, which oversees investment matters including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring.
Dustin is a Chartered Financial Analyst® Charterholder and a member of CFA® Society Salt Lake. He holds a BS in Business Administration with an emphasis in Finance from Weber State University where he graduated Cum Laude.
Dustin consistently serves as an expert source in publications such as CNBC, Kiplinger, and Financial Advisor Magazine.
Dan Sudit
Wealth Advisor, Partner
Dan Sudit
Wealth Advisor, Partner
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.
Mike Bennett
Partner
Mike Bennett
Partner
Michael is a Founding Partner of Crewe Advisors, contributing value to client portfolios through his robust investment banking background and over 20 years of experience in direct investments, encompassing real estate, private equity, private credit, and venture capital.
He earned his BA from Brigham Young University and his graduate degree from the Saïd Business School at the University of Oxford. Actively engaged in his community, Michael has dedicated over 10 years to serving on the Board of Directors of Charity Vision.
Louise Goudy Willmering, CFA®
Wealth Advisor, Partner
Louise Goudy Willmering, CFA®
Wealth Advisor, Partner
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 Schlappi
Wealth Advisor, Partner
Ryan Schlappi
Wealth Advisor, Partner
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 Perry, CFA®, CAIA®
Wealth Advisor, Partner
Nick Perry, CFA®, CAIA®
Wealth Advisor, Partner
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 Davenport, CFP®
Wealth Advisor, Partner
James Davenport, CFP®
Wealth Advisor, Partner
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®.
Hayley Nelson
Chief Compliance Officer
Hayley Nelson
Chief Compliance Officer
Hayley joined Crewe Advisors in 2018 as the Chief Compliance Officer and oversees the firm’s compliance program. She is the founder and president of NCA Compliance, Inc., a compliance consulting firm based in Seattle. She previously spent eight years working at First Eagle Investment Management in New York as a Director of Compliance. Prior to joining First Eagle, she worked for five years in the Los Angeles office of the U.S. Securities and Exchange Commission, where she examined registered investment advisors and investment companies. While at the SEC, she received a national award for outstanding performance and testified on behalf of the government agency on multiple occasions. Prior to joining the SEC, she worked for a dual-registered investment advisor in Los Angeles and an institutional broker-dealer in New York.
She holds an MBA with a major in Finance from the University of Toronto and a BA in Political Science from the University of British Columbia in Vancouver, Canada. She has passed the Series 7, 24, 63, and 66 examinations.
Megan Slatter, CEPA®
Wealth Advisor
Megan Slatter, CEPA®
Wealth Advisor
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 Nelson, CPWA®
Wealth Advisor
Marshall Nelson, CPWA®
Wealth Advisor
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.
Travis Peugnet CFP®, CIMA®
Wealth Advisor
Travis Peugnet CFP®, CIMA®
Wealth Advisor
Travis has over 10 years of experience in investments, financial planning, estate planning, and family office services. He provides personalized strategies to help individuals and families build, preserve, and transfer wealth with confidence.
Travis holds a BS in Finance from Brigham Young University. Travis is a CERTIFIED FINANCIAL PLANNER® professional and holds the CIMA® designation, administered by the Investments & Wealth Institute and taught in conjunction with The Yale School Management.
Tanner McQuiston, CFA®
Wealth Advisor
Tanner McQuiston, CFA®
Wealth Advisor
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.
Corey Pederson, CFP®, ChFC®, CLTC®
Wealth Strategist
Corey Pederson, CFP®, ChFC®, CLTC®
Wealth Strategist
Corey has spent over a decade providing financial and legal advice. He has extensive experience in strategic estate and tax planning as well as family office services.
Corey holds a Bachelor of Science in Business Administration from the Questrom School of Business, at Boston University and a Juris Doctor from the Pepperdine Law School. He also is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and Certified in Long Term Care (CLTC®).
Ryan Anderson, CFP®, CRPS™
Wealth Planner
Ryan Anderson, CFP®, CRPS™
Wealth Planner
Ryan has extensive experience in the financial services industry, having held various planning roles at multiple firms. His background includes working as an analyst, paraplanner, and trader at firms dedicated to helping clients achieve their financial goals.
Ryan earned a BS in Finance from the David Eccles School of Business at the University of Utah and is currently pursuing an MBA at the Woodbury School of Business at Utah Valley University with an emphasis in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and holds Chartered Retirement Plan Specialist (CRPS™) designations.
Rylie Halliday
Director of Operations & Finance
Rylie Halliday
Director of Operations & Finance
Rylie has embodied Crewe Advisors’ commitment to providing unparalleled client service by structuring internal processes, supporting business strategy and development, and collaborating with all teams to ensure quality operations for over 5 years.
Rylie earned her BS in Finance from the David Eccles School of Business at the University of Utah and is pursuing her CFP designation.
Cam Prall
Operations Associate
Ashley Landon
Senior Investment Analyst
Josh Hancock
Investment Analyst
Ike Lewis
Director of Client Service
Ike Lewis
Director of Client Service
With over 15 years of experience in the marketing and financial services industries, Ike has developed critical interpersonal and technical problem-solving skills that support client objectives. His background includes extensive work in financial planning, client relations, and strategic implementation.
Kimberly Mawk
Senior Client Service Associate
Zenia Rodriguez
Client Service Associate
Ariel Horowitz
Client Service Associate
Annalia Price
Client Service Associate
Lauren Harding, FPQP®
Client Service Associate
Jared Cooksey
Client Service Associate
Don Evans*
Crewe Foundation
Don Evans*
Crewe Foundation
Don Evans is the President and CEO of Crewe Foundation. He is a gift planning professional with more than 20 years of experience helping donors and their advisors navigate the intricacies of using highly appreciated assets to fund charitable endowments and advanced charitable gift plans. Don has presented nationwide to networks of attorneys, CPA’s and investment advisors and helps their clients implement charitable strategies into their estate plans and the sale or disposition of highly appreciated assets.
*Don is an employee of Crewe Foundation, not Crewe Advisors. These two separate entities work closely together to meet our clients’ philanthropic goals.
Ryan Halliday
Managing Partner
Ryan Halliday
Managing Partner
Ryan established the firm to drive his vision of what it means to provide exceptional service to affluent families. He has 25 years of experience working with clients and developing his expertise in investments, taxes, business succession, insurance, and estate planning, taking a comprehensive approach to wealth management
Ryan earned his BS in Business Administration from The College of Saint Rose where he graduated Magna Cum Laude. He holds an MS in Finance from Walsh College in Michigan. Ryan is a trustee for The College of Saint Rose in Albany, New York.
Jason Miller, CFP®, CPWA®
President, Chief Operating Officer, Partner
Jason Miller, CFP®, CPWA®
President, Chief Operating Officer, Partner
Jason joined Crewe in 2021 and brings over 20 years of progressive leadership experience in wealth management.
Jason earned his BS in Finance, cum laude, from the W.P. Carey School of Business at Arizona State University and his MBA with an emphasis in Finance from the Marriott School of Business at Brigham Young University. In addition, he is a CERTIFIED FINANCIAL PLANNER® certificant and Certified Private Wealth Advisor® professional. Jason is a member of the BYU Management Society and is a past President and Chairman of the Financial Planning Association of Greater Phoenix. Jason is regularly consulted by publications such as Barron’s and InvestmentNews for his extensive industry knowledge.
Seth Merrill, CFA®
Chief Investment Officer, Partner
Seth Merrill, CFA®
Chief Investment Officer, Partner
Seth brings over 20 years of experience in institutional asset allocation and equities portfolio management to Crewe. His extensive experience in institutional investment management imparts a deep understanding of market history and dynamics to the investment and risk management of client portfolios.
Seth earned a BS from Brigham Young University and received his MBA from the Stanford Graduate School of Business. He is a Chartered Financial Analyst (CFA®) charterholder and a member of CFA® Society Salt Lake.
Dustin Thackeray, CFA®
Head of Portfolio Management, Partner
Dustin Thackeray, CFA®
Head of Portfolio Management, Partner
Dustin has over 20 years of experience in private wealth investment management. He serves as Head of Portfolio Management and Chair of the Investment Committee, which oversees investment matters including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring.
Dustin is a Chartered Financial Analyst® Charterholder and a member of CFA® Society Salt Lake. He holds a BS in Business Administration with an emphasis in Finance from Weber State University where he graduated Cum Laude.
Dustin consistently serves as an expert source in publications such as CNBC, Kiplinger, and Financial Advisor Magazine.
Dan Sudit
Wealth Advisor, Partner
Dan Sudit
Wealth Advisor, Partner
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.
Mike Bennett
Partner
Mike Bennett
Partner
Michael is a Founding Partner of Crewe Advisors, contributing value to client portfolios through his robust investment banking background and over 20 years of experience in direct investments, encompassing real estate, private equity, private credit, and venture capital.
He earned his BA from Brigham Young University and his graduate degree from the Saïd Business School at the University of Oxford. Actively engaged in his community, Michael has dedicated over 10 years to serving on the Board of Directors of Charity Vision.
Louise Goudy Willmering, CFA®
Wealth Advisor, Partner
Louise Goudy Willmering, CFA®
Wealth Advisor, Partner
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 Schlappi
Wealth Advisor, Partner
Ryan Schlappi
Wealth Advisor, Partner
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 Perry, CFA®, CAIA®
Wealth Advisor, Partner
Nick Perry, CFA®, CAIA®
Wealth Advisor, Partner
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 Davenport, CFP®
Wealth Advisor, Partner
James Davenport, CFP®
Wealth Advisor, Partner
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®.
Hayley Nelson
Chief Compliance Officer
Hayley Nelson
Chief Compliance Officer
Hayley joined Crewe Advisors in 2018 as the Chief Compliance Officer and oversees the firm’s compliance program. She is the founder and president of NCA Compliance, Inc., a compliance consulting firm based in Seattle. She previously spent eight years working at First Eagle Investment Management in New York as a Director of Compliance. Prior to joining First Eagle, she worked for five years in the Los Angeles office of the U.S. Securities and Exchange Commission, where she examined registered investment advisors and investment companies. While at the SEC, she received a national award for outstanding performance and testified on behalf of the government agency on multiple occasions. Prior to joining the SEC, she worked for a dual-registered investment advisor in Los Angeles and an institutional broker-dealer in New York.
She holds an MBA with a major in Finance from the University of Toronto and a BA in Political Science from the University of British Columbia in Vancouver, Canada. She has passed the Series 7, 24, 63, and 66 examinations.
Megan Slatter, CEPA®
Wealth Advisor
Megan Slatter, CEPA®
Wealth Advisor
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 Nelson, CPWA®
Wealth Advisor
Marshall Nelson, CPWA®
Wealth Advisor
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.
Travis Peugnet CFP®, CIMA®
Wealth Advisor
Travis Peugnet CFP®, CIMA®
Wealth Advisor
Travis has over 10 years of experience in investments, financial planning, estate planning, and family office services. He provides personalized strategies to help individuals and families build, preserve, and transfer wealth with confidence.
Travis holds a BS in Finance from Brigham Young University. Travis is a CERTIFIED FINANCIAL PLANNER® professional and holds the CIMA® designation, administered by the Investments & Wealth Institute and taught in conjunction with The Yale School Management.
Tanner McQuiston, CFA®
Wealth Advisor
Tanner McQuiston, CFA®
Wealth Advisor
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.
Corey Pederson, CFP®, ChFC®, CLTC®
Wealth Strategist
Corey Pederson, CFP®, ChFC®, CLTC®
Wealth Strategist
Corey has spent over a decade providing financial and legal advice. He has extensive experience in strategic estate and tax planning as well as family office services.
Corey holds a Bachelor of Science in Business Administration from the Questrom School of Business, at Boston University and a Juris Doctor from the Pepperdine Law School. He also is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and Certified in Long Term Care (CLTC®).
Ryan Anderson, CFP®, CRPS™
Wealth Planner
Ryan Anderson, CFP®, CRPS™
Wealth Planner
Ryan has extensive experience in the financial services industry, having held various planning roles at multiple firms. His background includes working as an analyst, paraplanner, and trader at firms dedicated to helping clients achieve their financial goals.
Ryan earned a BS in Finance from the David Eccles School of Business at the University of Utah and is currently pursuing an MBA at the Woodbury School of Business at Utah Valley University with an emphasis in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and holds Chartered Retirement Plan Specialist (CRPS™) designations.
Rylie Halliday
Director of Operations & Finance
Rylie Halliday
Director of Operations & Finance
Rylie has embodied Crewe Advisors’ commitment to providing unparalleled client service by structuring internal processes, supporting business strategy and development, and collaborating with all teams to ensure quality operations for over 5 years.
Rylie earned her BS in Finance from the David Eccles School of Business at the University of Utah and is pursuing her CFP designation.
Cam Prall
Operations Associate
Ashley Landon
Senior Investment Analyst
Josh Hancock
Investment Analyst
Ike Lewis
Director of Client Service
Ike Lewis
Director of Client Service
With over 15 years of experience in the marketing and financial services industries, Ike has developed critical interpersonal and technical problem-solving skills that support client objectives. His background includes extensive work in financial planning, client relations, and strategic implementation.
Kimberly Mawk
Senior Client Service Associate
Zenia Rodriguez
Client Service Associate
Ariel Horowitz
Client Service Associate
Annalia Price
Client Service Associate
Lauren Harding, FPQP®
Client Service Associate
Jared Cooksey
Client Service Associate
Don Evans*
Crewe Foundation
Don Evans*
Crewe Foundation
Don Evans is the President and CEO of Crewe Foundation. He is a gift planning professional with more than 20 years of experience helping donors and their advisors navigate the intricacies of using highly appreciated assets to fund charitable endowments and advanced charitable gift plans. Don has presented nationwide to networks of attorneys, CPA’s and investment advisors and helps their clients implement charitable strategies into their estate plans and the sale or disposition of highly appreciated assets.
*Don is an employee of Crewe Foundation, not Crewe Advisors. These two separate entities work closely together to meet our clients’ philanthropic goals.