Crabtree Financial Services - Home


 
We are professionals dedicated to providing effective wealth management strategies.
 
Let us free up your time for what matters most. 

 


 

Meet Our Team

Bryan 2023
 

 

Bryan Crabtree

CFP®

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Katie Foote

Financial Assistant

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Adam Meyer

Financial Advisor

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Mary Ellen Whalen

Financial Assistant

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Elise 1
 

 

Elise Rand

Senior Paraplanner

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Abby
 

 

Abby Aupperle

Financial Assistant

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Joan Bernardi

Operations Manager

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Cole

 

Cole Hernandez

Intern

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