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
Jake Carpenter
Managing Partner, Deferral Strategy
- Email:[email protected]
Skip Yackey
Senior Wealth Advisor
Skip Yackey
Senior Wealth Advisor
- Phone:+1 (714) 865-7433
- Email:[email protected]
Kathy Jang
Chief Strategy Officer
Kathy Jang
Chief Strategy Officer
- Email:[email protected]
Drew Marinelli
Senior Portfolio Manager
Drew Marinelli
Senior Portfolio Manager
- Phone:+1 (714) 747-7822
- Email:[email protected]
Karyn Farrar
Senior Exchange Officer
Karyn Farrar
Senior Exchange Officer
- Email:[email protected]
Ivana Wong
VP, Wealth Management & Operations
Ivana Wong
VP, Wealth Management & Operations
- Email:[email protected]
Steven Louie
Board Member
Steven Louie
Board Member
- Email:[email protected]
Rica Cornel
Executive Assistant
Rica Cornel
Executive Assistant
- Email:[email protected]