Gencrest Capital Partners
Gen: A nod to generational wealth, underscoring our dedication to preserving and enhancing your family's legacy. Crest: Symbolizing the pinnacle of achievement and success, representing our commitment to reaching the highest standards in wealth management. We can design strategies to help preserve your wealth and build a legacy for future generations by offering customized wealth management, comprehensive tax planning and asset protection. Securities offered through registered representatives of The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Advisory services offered through registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Hutchinson Family Offices. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc, Strategic Blueprint LLC, its officers, directors, employees, or associated persons.
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Verified contacts
19
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- AM
Ashley Madden
Director of Financial Planning · Finance & Accounting
EmailPhone - AC
Amy Conley
President · General Business & Management
EmailPhone - AM
Allison Moore
Director of Client Relations & Marketing · Customer/Client Service
EmailPhone - BB
Bonnie Bowen Zades
Director of Business Valuations · Finance & Accounting
EmailPhone - TC
Terri Coons
Director of Client Services · Customer/Client Service
EmailPhone - TW
Todd Walker
Senior Portfolio Manager · Finance & Accounting
EmailPhone - BH
Brad Helms
Financial Advisor · Finance & Accounting
EmailPhone - GC
Gary Cepnick
Senior Wealth Planning Advisor · Other
EmailPhone - SC
Sherry Campbell
Chief Executive Officer · General Business & Management
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Gencrest Capital Partners
15 distinct titles indexed · top 10 shown.
- 2director of client services
- 1chief executive officer
- 1chief operations officer
- 1company owner
- 1director of business valuations
- 1director of client relations & marketing
- 1director of financial planning
- 1director of first impressions
- 1divorce casework manager
- 1financial advisor
- +5more titles
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