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.

Meet The Crown Haven Team

Casey Marx

Casey Marx

RICP® CFF®

Founder/CEO & Advisor

Angela Romano

Angela Romano

NP

Client Services Lead

Lynn Ullmar

Lynn Ullmar

NP

Director of Operations & Compliance

Taylor Sage

Taylor Sage

Executive Assistant to the CEO

Nathan Kesling

Nathan Kesling

Director of Finance & VP of Advisory Services

Maj. Gordon S. Campbell (Ret.)

Maj. Gordon S. Campbell (Ret.)

Advisor & VP of Advisory Services

James Dombro

James Dombro

Chief Development Officer & Data Security Lead

Mike Dudley

Mike Dudley

Field Advisor

Blake Hurford

Blake Hurford

Director Of Client Outreach

Daniel Asbury

Daniel Asbury

IT / Technology Lead & Data Security Specialist

Eric Baker

Eric Baker

Director of Marketing

We focus on your goals so we can guide you towards your ideal retirement.

Crown Haven Designations

Casey is the only person in the state of Indiana that has both the RICP® and CFF®

Reitirement Income Certified Professionals RICP
Certified Financial Fiduciary® (CFF) designation.
OneZone Chamber of Commerce | Proud Member
Crown Haven Wealth Advisors | Better Business Bureau A+ Accredited
FINRA BrokerCheck Crown Haven Wealth Advisors
Copyright © 2023 · Crown Haven LLC
Investment Advisory Services offered through Crown Haven Wealth Management, LLC
Insurance Products offered through Crown Haven, LLC
Phone: 414.667.7233
Crown Haven’s Form ADV | Disclosures | Privacy Notice
Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.