Our Team

Founder

Meet Lizzie Dipp Metzger, CFP®, MSFS, AEP®

Team

Learn more about our highly skilled financial team.

The Nautilus Group®

Business and Estate Planning Strategies

Eagle Strategies LLC

Comprehensive Investment Management

Elizabeth Dipp Metzger

Founder and Principal

Elizabeth Dipp Metzger

Founder and Principal

At a young age, Lizzie had a real world experience that set the course for her eventual career as financial advisor specializing in high net worth planning. When she experienced firsthand how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation. She was recognized as a select outstanding adviser and featured in Advisor Today as one of "Four Under Forty" select advisers by the National Association of Insurance and Financial Advisers. As such, she was the first female and second Texan to receive this prestigious national award.

Lizzie prides herself on truly understanding her client’s needs because hers are similar. She has multiple business interests, is a trustee of a family legacy trust, a member of YPO, and she’s a wife and mom who understands the importance of protecting her own assets for the sake of her family. Those similarities, paired with her education, help her to serve the needs of even the most complex clients. She holds a master’s degree in financial services, she is an accredited estate planner and a certified financial planner.

When she’s out of the office, Lizzie enjoys spending time with her husband and three children and supports the El Paso community by serving on the board of the United Way, the PDN Children’s Development Center, and the YPO.

Advisory Team

Elizabeth Dipp Metzger

Principal

Elizabeth Dipp Metzger

Principal

At a young age, Lizzie had a real world experience that set the course for her eventual career as financial advisor specializing in high net worth planning. When she experienced firsthand how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation. She was recognized as a select outstanding adviser and featured in Advisor Today as one of "Four Under Forty" select advisers by the National Association of Insurance and Financial Advisers. As such, she was the first female and second Texan to receive this prestigious national award.

Lizzie prides herself on truly understanding her client’s needs because hers are similar. She has multiple business interests, is a trustee of a family legacy trust, a member of YPO, and she’s a wife and mom who understands the importance of protecting her own assets for the sake of her family. Those similarities, paired with her education, help her to serve the needs of even the most complex clients. She holds a master’s degree in financial services, she is an accredited estate planner and a certified financial planner.

When she’s out of the office, Lizzie enjoys spending time with her husband and three children and supports the El Paso community by serving on the board of the United Way, the PDN Children’s Development Center, and the YPO.

Support Team

Paulette Acosta-Hayen

Director of Client Relations

Ryo Perkins

Director of Operations

Cynthia Loya

Office Manager

Paulette Acosta-Hayen

Director of Client Relations

Paulette Acosta-Hayen joined Crown Wealth Strategies in 2011. Paulette manages Client Services and is the primary point of contact for Crown Wealth Strategies clients for all administrative and operational needs, including account openings.

Prior to joining Crown Wealth Strategies, Paulette worked in Special Projects Accounting and Accounts Payable. Paulette has over five years of experience in the financial services industry. Being a Licensed Service Assistant, Paulette has passed her Group 1 and obtained her Texas Insurance License.

Paulette was born and raised in El Paso where she is actively involved in the community. She is a graduate of the University of Texas at El Paso with a B.B.A. in Accounting.

Ryo Perkins

Director of Operations

Emikoryo is the Director of Operations for Crown Wealth Strategies. She works with the firm and its clients to provide the utmost service and attention. "Ryo" manages the overall operations and administrative functions at Crown Wealth Strategies. Prior to joining Crown Wealth Strategies Ryo worked for 4 years as a commissioned officer in the US Army. Her expertise was in finance and operations, which makes her an excellent fit to the Crown family. Ryo has a BBA in Accounting from Campbell University.

Cynthia Loya

Office Manager

Cynthia Loya joined Crown Wealth Strategies in 2011. She became the Director of Accounting in 2016 and her role also includes financial reporting. Prior to Crown Wealth Strategies, Cynthia worked for 5 years as an Operations Specialist in a Logistics Company. Cynthia has a BBA in Visual Arts from UACJ University.

Cynthia enjoys the spirit of collaboration within Crown Wealth and how departments brain storm on new ideas and solve problems together leading to all team members being well rounded and have an overall understanding of how the company works.

Cynthia and her husband Jose have two sons, Montserrat and Maximiliano. When not at the office, Cynthia enjoys playing with her children, painting, swimming and training for triathlons.

Exclusive Business and Estate Planning Resource

The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professiornal entertainers, farmers and ranchers, physicians, corporate executives and retired executives.

Comprehensive Investment Advisory & Financial Planning

Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals.

Lizzie Dipp Metzger

Founder and Principal

At a young age, Lizzie had a real world experience that set the course for her eventual career as financial advisor specializing in high net worth planning. When she experienced firsthand how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation. She was recognized as a select outstanding adviser and featured in Advisor Today as one of "Four Under Forty" select advisers by the National Association of Insurance and Financial Advisers. As such, she was the first female and second Texan to receive this prestigious national award.

Lizzie prides herself on truly understanding her client’s needs because hers are similar. She has multiple business interests, is a trustee of a family legacy trust, a member of YPO, and she’s a wife and mom who understands the importance of protecting her own assets for the sake of her family. Those similarities, paired with her education, help her to serve the needs of even the most complex clients. She holds a master’s degree in financial services, she is an accredited estate planner and a certified financial planner.

When she’s out of the office, Lizzie enjoys spending time with her husband and three children and supports the El Paso community by serving on the board of the United Way, the PDN Children’s Development Center, and the YPO.

Paulette Acosta-Hayen

Director of Client Relations

Paulette Acosta-Hayen joined Crown Wealth Strategies in 2011. Paulette manages Client Services and is the primary point of contact for Crown Wealth Strategies clients for all administrative and operational needs, including account openings.

Prior to joining Crown Wealth Strategies, Paulette worked in Special Projects Accounting and Accounts Payable. Paulette has over five years of experience in the financial services industry. Being a Licensed Service Assistant, Paulette has passed her Group 1 and obtained her Texas Insurance License.

Paulette was born and raised in El Paso where she is actively involved in the community. She is a graduate of the University of Texas at El Paso with a B.B.A. in Accounting.

Ryo Perkins

Director of Operations

Emikoryo is the Director of Operations for Crown Wealth Strategies. She works with the firm and its clients to provide the utmost service and attention. "Ryo" manages the overall operations and administrative functions at Crown Wealth Strategies. Prior to joining Crown Wealth Strategies Ryo worked for 4 years as a commissioned officer in the US Army. Her expertise was in finance and operations, which makes her an excellent fit to the Crown family. Ryo has a BBA in Accounting from Campbell University.

Cynthia Loya

Office Manager

Cynthia Loya joined Crown Wealth Strategies in 2011. She became the Director of Accounting in 2016 and her role also includes financial reporting. Prior to Crown Wealth Strategies, Cynthia worked for 5 years as an Operations Specialist in a Logistics Company. Cynthia has a BBA in Visual Arts from UACJ University.

Cynthia enjoys the spirit of collaboration within Crown Wealth and how departments brain storm on new ideas and solve problems together leading to all team members being well rounded and have an overall understanding of how the company works.

Cynthia and her husband Jose have two sons, Montserrat and Maximiliano. When not at the office, Cynthia enjoys playing with her children, painting, swimming and training for triathlons.

Market Watch

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