![]() ![]() Second, we can leverage the same advanced research approach we use to select Envestnet’s asset managers to consult with advisors and institutions on selecting the models, strategies and portfolios for their most sophisticated or challenging portfolios. This gives PMC tremendous visibility and insight into the broadest possible range of asset managers and investment types. Our value and objectivity are rooted in three truths:įirst, PMC performs the research and due diligence that drives the selection of asset managers on the Envestnet platform. Together, Envestnet and PMC deliver the most flexible and comprehensive investment platform, and serve as a leading, highly objective financial advisory partner for advisors, broker-dealers and institutions. She seeks new experiences and opportunities, embracing life with open arms, both within and beyond the walls of Strongbox Wealth. With her adventurous spirit, and dedication to her family and career, Crystal embodies the perfect blend of passion and responsibility. She ensures that she creates a nurturing environment for her children, instilling a love for adventure and strong work ethic. Crystal has two incredible children, who constantly inspire her to be best the version of herself. Whether its conquering challenging trails, playing soccer, or golf, Crystal finds joy in sharing her love of the outdoors and adventures.Her role as a mother is a significant part of her life. Outside of her professional life, Crystal is avid lover the outdoors. With her dynamic personality and outgoing nature, Crystal brings a refreshing energy to her role, ensuring efficient and smooth operations within the company. Andrew lives in Overland Park, KS where he enjoys spending time with his wife and two daughters, playing golf, barbecuing, and watching his Tigers, Chiefs and Royals.Ĭrystal Shultz is a vibrant and adventurous individual currently serving as an Operations Associate at Strongbox Wealth. He is accredited as a CERTIFIED FINANCIAL PLANNERTM. He started his career in financial services with American Century Investments in 2014 gaining experience in high-net-worth client development, wealth management, and corporate retirement plans.Īndrew earned his Bachelor of Business Administration with an emphasis in finance from the University of Missouri – Columbia. Prior to joining StrongBox Wealth, Andrew gained specialized experience serving as Prime Capital Investment Advisors’ Director of Financial Planning where he delivered the firm’s financial planning strategies to its clients. He also specializes in the development of efficient corporate retirement plans. He guides clients through a discovery process to develop and maintain their financial goals and objectives through advanced retirement, tax, charitable, and cashflow planning. ![]() As a leader in delivering the SBW experience for existing and new client relationships, Andrew has a passion for partnering with business owners, executives, and rising young professionals in developing sophisticated solutions to complex financial problems. ![]() Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.Īndrew joined SBW as a Wealth Advisor in May 2021. from the University of Missouri–Columbia in ’03 and ’06 and lives in Lee’s Summit, Missouri, with his wife Kelly and three energetic children, Olivia, Reese, and Brockton. With a passion for regional small business success and early childhood education, Jon served 7 years on the Board of Directors for the Lee’s Summit Chamber of Commerce, serving as the Board Chair in 2019, and three years with the Lee’s Summit Educational Foundation’s Advisory Board. As a Founding Partner and Wealth Advisor for StrongBox Wealth, Jon is dedicated to a true understanding of a client’s driving desires and rooted concerns and embraces a holistic approach to asset management and client centered, tax smart, risk first financial advice. As a Certified Private Wealth Advisor® and Accredited Investment Fiduciary ® professional, Jon has been delivering prudent financial advice to affluent families, business owners, non-profit organizations, and institutions since 2010. ![]()
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