Our Team
The Crown Haven Wealth Advisors team, located in Carmel, Indiana, is ready to help you with your financial planning needs. Founded by Casey Marx, we have been serving the Indianapolis area since 2011.
Advisory Services Committee
Casey A. Marx
Founder / Chief Executive Officer
CF2® | RICP®
Nathan Kesling
Chief Investment Officer / Chief Financial Officer
Investment Committee Co-Chair
Gordon Campbell
President of Advisory Services / Chief Compliance Officer
Army MAJ (Ret)
Investment Committee Co-Chair
Cameron Gardner
Vice President of Advisory Services
Jeff Hallal
Vice President of Advisory Services
Michael Dudley
Vice President of Secure Income Solutions
Aegis Team
Ian Rivas
Vice President of Secure Income Solutions
Aegis Team
Ingrid Alpenfels
Certified Public Accountant
Aegis Team
Client Services Committee
Angela Romano
Vice President of Client Services
Laura Wilkins
Director of Client Services
Nicole Skattum
Operations Manager
Aegis Team
Jennifer Rowan
Client Services Lead
Aegis Team
Kailah Toth
Client Services Support
Aegis Team
Tevun Roth
Client Services Support
Aegis Team
Marketing & Public Relations
Eric Baker
Chief Marketing Officer
MBA
Blake Hurford
Director of Client Outreach
Client Security & Technology Committee
James Dombro
Chief Development Officer
Dan Asbury
Security & IT Consultant
See WHy Our Clients Are Smiling!
