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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.  

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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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Joshua Fowler

Client Services Associate

Josh Fowler

Client Services Associate

 (805) 781-3885 x206 | josh.fowler@lpl.com

Josh Fowler joined our team at Crew Wealth Management in the beginning of 2022. He worked in a Financial Advisory Office in the summer of 2021 and found his passion for the industry. He will obtain his Bachelor’s degree from California Polytechnic State University, San Luis Obispo in Finance this June. Upon Graduation he will join the team full time, working towards learning more about Financial Advisory. 

Josh was raised in Sacramento, California. He played football and rugby in high school, but has transitioned to weightlifting for the sake of his brain. He loves to spend his free time snowboarding, going to the beach, and has recently taken up golfing. He loves to meet new people and learn what motivates and drives them, and he is looking forward to meeting you.

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Luke Painter

Client Services Associate


Luke Painter

CLIENT SERVICES ASSOCIATE

(805) 781-3885 x207 | luke.painter@lpl.com

Luke Painter joined Crew Wealth Management in March 2022 as an aspiring Finance Professional and future Advisor. Luke grew up in Pittsburgh, Pennsylvania, choosing to pursue his undergrad at Cal Poly, studying Accounting, Finance, and Statistics. With experience in food service, event planning, and long-term team management, Luke aims to become a Registered Representative with LPL Financial and FINRA in the near future. Currently, Luke spends his time between school, the office, friends/ family, and studying for the requisite FINRA and CFA certification exams.

Luke enjoys traveling, biking, hiking, golfing, and playing music. Luke wishes to provide the highest quality service to each new and existing client. While new to the financial services industry, Luke is motivated to share in, learn from, and build a close relationship with every client to achieve his/her financial goals.


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