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

Advisory Team

Elizabeth Dipp Metzger

Principal

Elizabeth Dipp Metzger

Principal

Education

  • Bachelor of Arts, International Relations, Pomona College
  • Masters of Science, Financial Services, The American College

Recognition

  • NAIFA "Four Under Forty" Award
  • New York Life 2018 Council President, Awarded once in a Lifetime to the Top Producer at New York Life
  • MDRT since 2009, Top of Top of the Table since 2016
  • NAIFA Quality Award Financial Advising since 2013
  • NYL Long Term Care Award

Community Involvement

Support Team

Paulette

Paulette Acosta-Hayen

Director of Client Relations

Ryo

Ryo Perkins

Director of Operations

Cynthia

Cynthia Loya

Accounting Specialist

Marisol

Marisol Pelayo

Marketing and Event Coordinator

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

Accounting Specialist

Cynthia Loya joined CWS team in 2015. She became Director of Accounting in 2016. In this role she’s responsible for accounting and financial reporting.

Prior to joining Crown Wealth Strategies, Cynthia was Operations Manager at Diesel Global Logistics. Cynthia is native from Cd. Juarez, MX and holds a Bachelor’s Degree in Visual Arts from the University of Ciudad Juarez (UACJ).

Marisol Pelayo

Marketing and Event Coordinator

Marisol Pelayo is the Marketing and Event Coordinator. She will head the firm’s marketing campaign and assist with operations. Marisol joined Crown Wealth Strategies as an intern and later became part of our team.

Prior to joining Crown Wealth Strategies, Marisol worked in the insurance industry and held various operations positions. She decided to return to school to complete her education and graduated from the University of Texas at El Paso with a B.B.A. in Business Management and a B.B.A. in Finance.

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, professional 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

Lizzie’s firsthand experience on 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.

Education

  • Bachelor of Arts, International Relations, Pomona College
  • Masters of Science, Financial Services, The American College

Recognition

  • NAIFA "Four Under Forty" Award
  • New York Life 2018 Council President, Awarded once in a Lifetime to the Top Producer at New York Life
  • MDRT since 2009, Top of Top of the Table since 2016
  • NAIFA Quality Award Financial Advising since 2013
  • NYL Long Term Care Award

Community Involvement

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

Accounting Specialist

Cynthia Loya joined CWS team in 2015. She became Director of Accounting in 2016. In this role she’s responsible for accounting and financial reporting.

Prior to joining Crown Wealth Strategies, Cynthia was Operations Manager at Diesel Global Logistics. Cynthia is native from Cd. Juarez, MX and holds a Bachelor’s Degree in Visual Arts from the University of Ciudad Juarez (UACJ).

Marisol Pelayo

Marketing and Event Coordinator

Marisol Pelayo is the Marketing and Event Coordinator. She will head the firm’s marketing campaign and assist with operations. Marisol joined Crown Wealth Strategies as an intern and later became part of our team.

Prior to joining Crown Wealth Strategies, Marisol worked in the insurance industry and held various operations positions. She decided to return to school to complete her education and graduated from the University of Texas at El Paso with a B.B.A. in Business Management and a B.B.A. in Finance.

Market Watch

August 14, 2018 @ 10:04 AM

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