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Meet Our Team

Celebrating Over 25 Years of Excellence

WILLIAM HENRY CREW III IS THE LIFEBLOOD OF CREW WEALTH MANAGEMENT

 

He established the firm back in 1993 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®), 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 2019 Chairman’s Council Member with broker/dealer LPL Financial, William Henry maintains an elite status and ranks in the firm’s top 2% of advisors among more than 16,000 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. 

Beyond his accomplishments, William Henry is the lifeblood of Crew Wealth Management, the firm he founded in 1993. 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.

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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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Meredith Collins

Client Services Associate
Portrait of Meridith

Meredith Collins

 (805) 781-3885 x203 | meredith.collins@lpl.com

Meredith joined Crew Wealth Management in July 2019 as a Client Services Associate. She grew up on the Central Coast and is so happy to be back home. Meredith has worked in the Financial Industry since 2013 and holds both her Series 7 and Series 66 licenses with LPL Financial. She received her BA Degree in Architecture with a minor in Latin American Studies from Barnard College in 2004 and her Master’s Degree in Architecture from the Graduate School of Design at Harvard University in 2011. Meredith’s love and passion for helping people inspired her to enter the financial services industry in 2013 where she quickly discovered she could make a career out of her talent for finance and desire to help people. 

In her free time, Meredith enjoys all that San Luis Obispo County has to offer including hiking, biking, and yoga as well as all the amazing restaurants and wineries. Meredith enjoys DJing on the weekends where you will find her spinning at local wine bars. Meredith is also a member of The Monday Club of San Luis Obispo as well as NAWBO, SLO Skier’s Club, and The South Bay Women’s Network. She is looking forward to meeting you all in the coming months.

Meredith Collins, CA Insurance License #0K48774 is a Registered Assistant with and securities and advisory services offered through LPL Financial, member FINRA/SIPC. 

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Sarah Blackey

Director of First Impresssions
Portrait of Sarah

Sarah Blackey

Director of First Impresssions

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

Sarah Blackey joined the Crew Wealth Management team in July of 2018. She graduated from California Polytechnic State University, San Luis Obispo with a Bachelor’s Degree in Political Science and a Minor in Psychology. Throughout her time in college, Sarah worked with an organization to manage their event planning, promotions, marketing, and communication operations. She currently serves as our Director of First Impressions where she is responsible for planning client events, executing client facing marketing and design campaigns, managing the company's website and social media, and handling the scheduling and organization of the advisor at the firm.  In 2019, Sarah also became a notary and is starting the process to get her California Insurance License.

In Sarah’s free time, she enjoys traveling, cooking, staying active through yoga at SLO Yoga Center, volunteering in the local community, and partaking in photography and videography of the beautiful central coast.  She feels lucky to call SLO County her home.

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