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.

Jake Carpenter

Managing Partner, Deferral Strategy

Skip Yackey​

Senior Wealth Advisor

Kathy Jang

Chief Strategy Officer

Drew Marinelli​

Senior Portfolio Manager

Karyn Farrar

Senior Exchange Officer

Ivana Wong​

VP, Wealth Management & Operations

Steven Louie​

Board Member

Rica Cornel

Executive Assistant