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
RICP® CFF®
Founder/CEO & Advisor
Angela Romano
NP
Client Services Lead
Taylor Sage
Executive Assistant to the CEO
Nathan Kesling
Director of Finance & VP of Advisory Services
Shelby Fugate
Financial Advisor
Maj. Gordon S. Campbell (Ret.)
Advisor & VP of Advisory Services
James Dombro
Chief Development Officer & Data Security Lead
Mike Dudley
Field Advisor
Blake Hurford
Director Of Client Outreach
Daniel Asbury
IT / Technology Lead & Data Security Specialist
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®
