Our Team of Consultants

Erik Dodds

Las Vegas, NV

Mr. Dodds is the Managing Consultant of Anderson Financial Services. He oversees the consultation of the firm and has over ten years of investment-related experience.

Marco I. Sanchez

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada . He began his legal career working for a law firm in Las Vegas, Nevada.

Dwain Blake

Orlando, FL

Mr. Blake is a reformed engineer with over 20 years experience in the financial services industry and specializes in partnerships for small business owners.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry has specializes in life insurance and family trust.

Matt Eppich

Cleveland, OH

Mr. Eppich a recent graduate from college who works mainly with life insurance reviews and servicing.

Regina Thompson

Dallas, TX

Ms. Thompson is a technical consultant for AFS where she specializes in advanced insurance strategies for sister and affiliated companies.

Daniel Maurino

Tacoma, WA

After graduating he started his career in financial services with the MassMutual financial group while obtaining his Florida life insurance license.

Our Staff

Amy Kasprzyk

Tacoma, WA
Senior Client Account Manager

Amy graduated from the University of Washington with her Bachelors Degree in Communications.

Crystal Dodds

Las Vegas, NV
Administrative Assistant

Mrs. Dodds has a background in the educational field in the Las Vegas area. It is a personal objective to utilize her teaching skills in an effort to help educate clients.

Antonette Key

Las Vegas, NV
Senior Client Account Manager

ANTONETTE KEY is a long standing member of the Crown Wealth Management, LLC team.

Sarah Wen

Bainbridge Island, WA
Account Manager

Sarah Wen is a former small business owner with over 15 years experience in building strong client relationships.

Katelyn Whittemore

Las Vegas, NV
Account Manager

Ms. Whittemore has a background in the legal field in Las Vegas, NV. She has experience with client services, registered agent and processing various legal documents.