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.
Investment & Advisory Committee
Nathan Kesling
Chief Investment Officer / Chief Financial Officer
Joseph Zimmermann
Vice President of Advisory Services
Jeff Hallal
Vice President of Advisory Services
Michael Dudley
Vice President of Secure Income Solutions
Ian Rivas
Vice President of Secure Income Solutions
Ingrid Alpenfels
Licensed CPA
Scott Soares
Vice President of Legacy Planning Solutions
Client Services Committee
Angela Romano
Vice President of Advisory Services, New Business Division
Nicole Skattum
Operations Manager
Jennifer Rowan
Client Services Lead
Kailah Toth
Client Services Support
Tevun Roth
Client Services Support
Marketing & Public Relations
Eric Baker
MBA
Chief Marketing Officer
Blake Hurford
Director of Client Outreach
Client Security & Technology Committee
James Dombro
Chief Development Officer
Dan Asbury
Chief Technology Officer
We focus on your goals so we can guide you towards your ideal retirement.
Crown Haven Designations
Accredited Portfolio Management Advisors (APMA) | Accredited Wealth Management Advisors (AWMA) | Registered Member, National Ethics Association | Certified Educators, Society of Financial Awareness
Casey is the only person in the state of Indiana that has both the RICP® and CFF®
