Crusonia Wealth expands team with top financial advisors

DENVER — Crusonia Wealth Advisors LLC, an independent registered investment advisor, has expanded its advisory team with the addition of Gary Wagner, J.D., as partner and senior wealth advisor, and Amy Warrender as wealth advisor.

The firm said the new hires support its goal of deepening relationships with high-net-worth clients and families. Crusonia has recently added several advisors with extensive backgrounds in financial planning, investment strategy and portfolio management.

“We are building a team of experienced, compassionate advisors united by a shared vision to provide clients with personalized and comprehensive financial solutions to preserve their assets and help achieve their aspirations,” said co-founder and managing director Zach Pashel. “Gary and Amy embody those values and bring robust skill sets to strengthen our firm.”

Wagner brings more than 20 years of experience in wealth management. He previously co-founded Private Capital Management, where he served as managing director, and was CEO and co-founder of Wagner Wealth Management. Earlier in his career, he was a partner at a large Denver law firm and associate general counsel for Qwest Communications. He has also served on the boards and investment committees of the Jewish Community Center, the Jewish Community Foundation and Temple Emanuel. Wagner holds a bachelor’s degree in finance from The Wharton School at the University of Pennsylvania and a Juris Doctor from Duke University.

“Gary’s experience in financial services, legal and corporate business is a powerful combination, and our clients will benefit from his deep expertise and insights,” Pashel said.

Warrender, a Certified Financial Planner and Accredited Estate Planner, also brings more than two decades of experience in wealth management and financial planning. She most recently served as a senior financial planner at Private Capital Management, specializing in portfolio planning and analysis. She earned a bachelor’s degree in political science from Southeast Missouri State University.

“Amy will have an immediate and lasting impact on our clients’ financial planning and wealth management,” Pashel said. “For more than two decades, she has cultivated strong relationships with clients and colleagues.”