Our Team

William Henry Crew III serves clients by guiding them through the many facets of financial planning with dedication, care, and attention to detail. Since 1993, he has helped individuals, families, and business owners build long-term strategies through a planning-first approach that reflects his deep commitment to relationships and community.

William Henry is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Exit Planner (CExP®), Certified Exit Planning Advisor (CEPA®), and Chartered Life Underwriter (CLU®). He earned both his undergraduate degree and MBA from California Polytechnic State University, San Luis Obispo (Cal Poly), where he has also served as a teacher and mentor.

He is a member of Ed Slott’s Elite IRA Advisor GroupSM, a select network of advisors who receive ongoing, advanced training in retirement distribution planning. Membership involves rigorous education, ongoing workshops, and direct access to Ed Slott’s team - known nationally as a leading resource for IRA and retirement planning knowledge. This allows William Henry to stay current on changes in tax law and retirement strategies, equipping him to serve his clients and their families with timely, relevant guidance.

Beyond his professional designations, William Henry has contributed to the San Luis Obispo community for decades through leadership in various organizations, advocacy for families and education, and charitable foundations that reflect his belief: “You make a living with what you do, you make a life with what you give.”

Outside the office, William Henry is an avid traveler and outdoorsman. Together with his wife, Sue Bradley of New Zealand, he has explored much of the world. He enjoys hiking, mountain biking, backpacking, and spending time by the sea. Most of all, he values time with his adult children - whether through shared adventures abroad or family traditions close to home.

Josh works with clients to design and review personalized financial plans that fit their goals and priorities. His role includes retirement planning, cash-flow analysis, investment management, tax strategies, education funding, protection planning, and legacy considerations. He also serves as the point person in the firm for insurance and retirement plan solutions, sits on the firm’s investment committee, and provides financial education to the next generation of client families.

Josh began his career in wealth management as an intern with Crew Wealth Management during his senior year at Cal Poly San Luis Obispo. Since then, he has grown into his role as a financial advisor through continued mentorship, education, and client experience. Before joining Crew full time, he also completed an internship at another wealth management firm, giving him a strong foundation in financial planning and client service.

He earned his Bachelor’s degree in Finance from California Polytechnic State University, San Luis Obispo, and holds the CERTIFIED FINANCIAL PLANNER™ designation (CFP®). Josh has also completed the SIE, Series 7, and Series 66 registrations with FINRA, as well as his California insurance license. He is currently pursuing his MBA at Cal Poly, with an expected completion date of June 2026.

Originally from Sacramento, Josh enjoys returning home to spend time with family and at Lake Tahoe. Outside of work, he likes cooking and BBQing for friends and family, staying active through weightlifting, running, and golf, and unwinding with movies and TV shows with his girlfriend, Shayna, a local middle school teacher.

Harry works directly with clients, helping them with their day-to-day needs and making sure they always feel supported. He enjoys getting to know each client personally and takes pride in being a reliable resource whenever questions or requests come up.

Harry brings a diverse professional background to Crew Wealth Management. He previously worked as a Realtor on the Central Coast, managed a bed and breakfast, and held client service roles with investment firms in San Francisco and banks in New York. This blend of experience has given him a well-rounded perspective on service and client care.

He earned a Master’s degree in International Business from the Graduate School of Public and International Affairs at the University of Pittsburgh, and a Bachelor’s degree in Political Science from the State University of New York at Albany.

A Central Coast resident since 1996, Harry enjoys exploring the area with his wife, Laura, and appreciates the beauty and community that the region offers.

Kaitlin is the first point of contact for clients at Crew Wealth Management, ensuring every interaction feels welcoming and organized. She manages William Henry’s calendar, schedules client review meetings, coordinates workshops and events, oversees newsletters and social media, and provides notary services for clients.

Before joining Crew Wealth Management, Kaitlin built her career in the Bay Area and Silicon Valley in roles that combined organization, client service, and event coordination. Her experience includes serving as an Event Coordinator at Domenico Winery, Office Manager at Gator Bio, Executive Assistant and Recruiting Coordinator at Clumio, and Front Office Assistant at Phantom AI.

Kaitlin earned her Bachelor of Science degree in Recreation, Parks, and Tourism Administration with a minor in Integrated Marketing Communications from California Polytechnic State University, San Luis Obispo. She is also a commissioned Notary Public.

Outside of work, Kaitlin enjoys portrait photography, wine tasting, and traveling with her husband. She is an avid country music fan and loves attending concerts. A self-proclaimed foodie, she enjoys discovering new restaurants, cooking, and baking. She also appreciates a cozy night at home binge-watching shows - often with a subscription to nearly every streaming platform.

Sean is often the first point of contact when clients have a question or need help with their accounts. He handles the behind-the-scenes details - like transfers, funding, and disbursements and helps to ensure every detail is handled with care and accuracy.

Before joining Crew Wealth Management, Sean worked in advisor services with TD Ameritrade and Charles Schwab as an Enhanced Specialist. He also spent time as a mortgage loan originator, assisting U.S. veterans and their families, and built a strong foundation in customer service through more than a decade in the hospitality industry.

Sean earned his Bachelor of Science in Business Administration with a concentration in Finance from California State University, Bakersfield. He also holds the Securities Industry Essentials (SIE) certificate.

Outside of work, Sean enjoys hiking, exercising, and riding his motorcycle. He values time with friends and family, is a regular at the movies, and appreciates good food and drink.

Ava is currently attending California Polytechnic State University, San Luis Obispo, where she is pursuing a degree in Business Administration with a concentration in Finance. She works part-time as a student intern at Crew Wealth Management, gaining hands-on experience in the financial services industry while continuing her academic studies. Outside of work and school, Ava enjoys staying active through running and surfing, and she likes to spend her free time listening to podcasts.