Crescent Team

 

Since our founding, Crescent has continued to attract unique individuals that together form a unified team focused on client experience and pursuit of excellence.

We pride ourselves in our open-source platform, giving clients the benefit of comprehensive solutions developed by combining seasoned professionals, strategic partners, and our client-centric approach and firm culture.

Crescent Team

 
Tim Wyrobek
Founder / Principal
 
Jeff Taylor
Founder / Principal
Bryon Bennett
Partner / Crescent Louisiana
Jim Nolan, CLU®, CLTC®
Private Wealth Specialist
 
Meridith Mimbs
Director of Client Services
John C. Endress, CFP®, CEP®, CLU®, ChFC®
Director of Advanced Case Design
Kathryn Bulloch
Advanced Case Manager
Michelle Danyn
Advanced Case Client Services
 
Tina Edwards
Director of  Administrative  Services
 
Wajma Rasoul, MBA
Private Wealth Strategist
 
Drew Butler
Director of Sports Consulting Group
 
Carr Churchill
Insurance Specialist and Financial Representative
 

*Crescent Carolinas

 
 
Buddy Gore
Affiliate Partner / Crescent Carolinas
 
Buddy Gore III
Affiliate Partner / Crescent Carolinas
 
 

*Crescent Florida

 
Richard H. Proctor, Jr.
Affiliate Partner / Crescent Florida
 
Will Dudley
Affiliate Partner / Crescent Florida
 
Michael G. Penney
Affiliate Partner / Crescent Florida
 
 
 
 
 

*Crescent Austin

 
 
W. H. Trey Watson
Affiliate Partner / Crescent Austin
 
Dustin Dennard
Head of Business Development / Crescent Austin
 
Greg Hyde
Head of Insurance Operations / Crescent Austin
 

*Crescent Louisiana

 
Bryon Bennett
Partner / Crescent Louisiana
 
Kirby Paulsen
Director of Client Relations / Crescent Louisiana
 
Nathan Jeansonne
Insurance Consultant/Business Development / Crescent Louisiana
 
 

*Crescent Birmingham

 
 
Kelly M. Holbert
Affiliate Partner / Crescent Birmingham
 
Stephen W. Holbert
Affiliate Partner / Crescent Birmingham
 
 

Insurance Consulting Group

 
Jeff Taylor
Founder/Principal
Tim Wyrobek
Founder/Principal
Michelle Danyn
Advanced Case Client Services
Tiffany Hyde
Head of Underwriting
 
Michael Fontanini
Advance Sales and Design
 
Justin Gladieux
Head of Corporate and Business Solutions
 
David Herrig
Head of Firm Development
 
 
 
 
 

Investment Committee

 
Tim Wyrobek
Founder/Principal
 
Joseph Cortese III
Principal, Senior Consultant
 
David Thome, CFP®
Consultant
 
Daniel Osman
Managing Director of Alternative Strategies