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Meet Our Team


Celebrating 28 Years of Excellence

WILLIAM HENRY CREW III IS THE LIFEBLOOD OF CREW WEALTH MANAGEMENT

 

William Henry has been in the financial services industry since 1993 (private practice) and has been in business for over 25 years. Since day one, our mission and vision have remained the same: to serve a select group in long term relationships towards true wealth by educating designing and implementing personal financial plans, and to inspire our friends and their families to make wise financial decisions. 

One of our firm’s essential services is to ensure that responsible planning is always at the forefront for you and your loved ones and that reassessment of your plans is an ongoing, well-informed and effective process. Once you have made financial planning a priority, you will find the confidence to more fully enjoy and appreciate life’s special moments.

William Henry Crew III CFP®, MBA, ChFC®, AIF® Photo William Henry Crew III CFP®, MBA, ChFC®, AIF® Hover Photo
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William Henry Crew III CFP®, MBA, ChFC®, AIF®

President & Founder


William Henry Crew III CFP®, MBA, ChFC®, AIF®

 (805) 781-3885 x200 | william.crew@lpl.com

William Henry Crew III has earned a reputation for delivering excellence as a financial services professional and as a leader within the San Luis Obispo community. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF®), and holds an undergraduate degree and an MBA from California Polytechnic State University, San Luis Obispo (Cal Poly), where he has also worked and taught.

As a 2021 Executive Council Member with broker/dealer LPL Financial, William Henry maintains an elite status and ranks in the firm’s top 1% of advisors among more than 17,000 independent financial advisors based on gross production amongst LPL advisors only. He has served his community through numerous organizations throughout the years and is a strong advocate for families and education. 

Additionally, William Henry was accepted to the Ed Slott’s Elite IRA Advisor GroupSM in the beginning of 2020. Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. Ed Slott advisors pass a background check, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams. William Henry is one of approximately 400 members throughout the country armed with current, cutting-edge IRA information to help service their clients and clients’ families. As a member to this prestigious group, William Henry is immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to Ed Slott’s team - America’s IRA Experts to answer any tough questions or planning needs. Check out this video for more information.

Beyond his accomplishments, William Henry has been in the financial services industry since 1993 (private practice). Under his leadership and guidance, the business has become a trusted community resource that raises the bar for professional ethics and integrity. The organization reflects his personality as it serves hundreds of local “friends,” contributing to their success through the foundational pillars of preparation, commitment, expertise, and care.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.

Ed Slott is not affiliated with Crew Wealth Management or LPL Financial.  

Ian Driskill, CFP® Photo Ian Driskill, CFP® Hover Photo
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Ian Driskill, CFP®

Financial Planner
Portrait of Meridith

Ian Driskill, (CFP®)

 (805) 781-3885 x203 | ian.driskill@lpl.com

Ian joined Crew Wealth Management in October of 2020 as a Certified Financial Planner CFP®, with over 3 years experience as a Financial Advisor. He grew up in Bakersfield, CA and attended college in Grand Junction, Colorado where he played football. After graduating from Colorado Mesa University with a Bachelor’s in Mathematics, Ian moved to San Luis Obispo with his wife, Jill. Ian began his finance career at a local San Luis Obispo County credit union where he started as a Teller and moved up to a licensed Financial Advisor role. After leaving the credit union, Ian worked as an Edward Jones Advisor in San Luis Obispo County before joining us here at Crew Wealth Management. He is passionate about helping individuals understand their finances and partnering with them to help them pursue their financial goals. 

Ian enjoys spending his free time outdoors at the beach or in the mountains, playing with his two dogs, Maverick and Ellie, shooting hoops at Kennedy Club, and running analytics on stocks and investments. Ian has recently purchased a home in North County and obtained his Certified Financial Planner™ (CFP®) certification from Boston University of Finance. 

Ian Driskill, CA Insurance License #0L86507, is a Registered Assistant with and securities and advisory services offered through LPL Financial, member FINRA/SIPC. 

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Harry Sturtz

Client Services Associate
Portrait of Harry

Harry Sturtz

 (805) 781-3885 x204 | harry.sturtz@lpl.com

Harry joined William Henry Crew Wealth Management in 2008 as a Client Services Associate with over 20 years of financial operations and real estate experience. Responsible for operational and administrative functions, Harry believes in attention to detail and strong follow through to facilitate the client’s ultimate goals. Harry strives to provide an excellent experience to clients by providing the highest level of quality service. Originally from New York, Harry has a BA from the State University of New York and a Masters in International Affairs from the University of Pittsburgh. A South County resident, Harry enjoys exploring the beauties of the Central Coast with his wife Laura.

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Sarah Jolly

Director of First Impressions
Portrait of Sarah

Sarah Jolly

Director of first impressions

 (805) 781-3885 x202 | sarah.jolly@lpl.com

Sarah Jolly joined the Crew Wealth Management team in July of 2021. She graduated from California Polytechnic State University, San Luis Obispo with a Bachelor’s Degree in Recreation Parks and Tourism Administration. She is currently working on obtaining her Master’s degree with Indiana University. Previously a Program Coordinator, Sarah has worked to put on events, manage multiple teams, and provide quality service. Coined as a Jill-of-all-trades, Sarah has experience and passions across the board. With experience with persons with disabilities, and immersive engagement in all settings Sarah is passionate about going above and beyond to make sure that every interaction exceeds expectations. She is coming on board as the Director of First Impressions with the team.

Sarah spends as much time as she can outdoors, hiking, kayaking, exploring and playing. She loves to cook, bake, sew, knit, read and climb trees. Passionate about people, one of her hobbies is meeting new people. She is looking forward to meeting you!

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