TEAM
Our team at CRS is composed of dedicated professionals with diverse expertise in financial planning, investment management, tax strategies, and insurance. We are passionate about helping our clients achieve their financial goals and are committed to providing personalized, high-quality service. Meet our team of experts who are here to guide you every step
of the way.
George (Skip) Yackey
senior wealth advisor
Skip brings over 20 years of experience in financial planning and investment management.
He has worked with top firms like Ameriprise Financial Services, Morgan Stanley/Smith Barney, and UBS Financial Services, providing clients with tailored financial strategies to achieve their long-term goals. Skip has licenses in Series 7, Series 65, and Series 63 as well as a life, health, and disability license. In his free time, Skip enjoys hiking, golfing and traveling with his family.
Ivana Wong
wealth associate
Ivana specializes in building and maintaining relationships with clients, ensuring they receive exceptional service throughout their financial journey. With a background in employeebenefits, financial analysis, and real estate investing, she brings a wealth of knowledge with over 20 years of client management to the team. Ivana loves painting, international travel,and exploring new cuisines.
Jake Carpenter
deferral specialist
Jake has over 18 years of experience in financial services and insurance with a focus onbusiness succession, wealth transfer, and estate planning. He is a capital gains deferralspecialist and a business consultant, as well as an Investment Advisor Representative. He is passionate about educating individuals and businesses and serving them to maximize theirfinancial benefits with the appropriate resources and strategies. Jake currently holds a life, health, and disability license and a Series 65 license. Jake is an associate pastor, car enthusiast, and enjoys weight training.
Melissa "Mel" Lopez
executive assistant
Mel provides vital support to our executive team, ensuring smooth operations and effective communication within the organization. With a strong background in administrative management and computer skills, she plays a key role in coordinating our services and enhancing client experiences. Mel enjoys gourmet cooking and baking, and spending time with her family.
STEVEN LOUIE
board member
Steven brings over 25 years of experience in financial services, having held numerous executive leadership positions at Mercer and MetLife. As a Regional Director at MetLife,
he oversaw Group Institutional Sales. As a Partner at Mercer, he was the Southern CA Office Leader for Mercer’s Health, Wealth, and Human Capital Consulting practices.
Steven’s extensive knowledge in financial services, insurance, consulting, and real estate investing, combined with his leadership experience, helps shape the strategic direction of CRS and ensures the company remains at the forefront of the financial services industry.
Steven enjoys playing pickleball, is a car enthusiast, and mentors young professionals.
