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Meet Our Team






Celebrating 30 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 30 years. Since day one, the Crew Wealth 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.  

Joshua Fowler, CFP® Photo Joshua Fowler, CFP® Hover Photo
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Joshua Fowler, CFP®

Financial Advisor


Josh Fowler, CFP®

Financial Advisor

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

Josh Fowler joined our team at Crew Wealth Management at the beginning of 2022. He worked as an intern in a Financial Advisory Office in the summer of 2021 and found his passion for the industry. He achieved his Bachelor’s degree from California Polytechnic State University, San Luis Obispo in Financial Management last June. Upon graduation, he joined the team full-time as a Client Services Associate and has been 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, and 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.

Harry Sturtz Photo Harry Sturtz Hover Photo
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Harry Sturtz

Client Services Associate

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.

Jessica Fink Photo Jessica Fink Hover Photo
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Jessica Fink

Client Services Associate

Jessica Fink

Client Services Associate

 (805) 781-3885 x202 | jessica.fink@lpl.com

Currently serving as a Client Services Associate, Jessica will soon transition into a Financial Advising role. Since joining Crew Wealth Management in October 2022 as our Director of First Impressions, she has become an indispensable part of the team. Jessica holds a Bachelor’s degree in Psychology from Cal Polytechnic State University, San Luis Obispo, as well as a Master’s degree in Clinical Psychology from Pacific University in Oregon, bringing a unique blend of empathy and insight into her work.

With a multifaceted professional background spanning medicine, administration, and hospitality, Jessica offers a wealth of experience and knowledge. Outside of the office, she enjoys cooking, gardening, wine tasting, drumming, reading, and exploring the stunning California coastline.

Jessica takes great pride in being part of the Crew Wealth Management team and is deeply committed to delivering unparalleled service. She looks forward to connecting with you today!

Kaitlin Gingery Photo Kaitlin Gingery Hover Photo
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Kaitlin Gingery

Director of First Impressions

  • Kaitlin Gingery

    DIRECTOR OF FIRST IMPRESSIONS


    (805) 781-3885 | kaitlin.gingery@lpl.com

    Kaitlin Gingery joined Crew Wealth Management as Director of First Impressions in December of 2023. She graduated from California Polytechnic State University, San Luis Obispo in 2020 where she obtained her bachelor’s in Event Management. Kaitlin is a native of the Bay Area and before her current role, she worked in the hospitality and tech industries in Silicon Valley. 

    In Kaitlin’s free time, she enjoys cooking, working out, listening to country music, trying new restaurants, and traveling with her husband. Kaitlin is proud to support the team at Crew Wealth Management and is passionate about creating memorable experiences for our clients. She is looking forward to meeting you! 

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