President of Business Development, Financial Advisor
Brian T. Metzger is the President of Business Development at Crown Wealth Strategies and works to scale our unique business model providing world-class wealth strategies and estate planning to our clients on a highly customized basis. An award-winning financial services executive and former Partner at New York Life’s El Paso General Office, Brian brings to Crown Wealth Strategies a singular combination of credentialed financial expertise and proven management experience.
Brian Metzger’s credentials span financial services and management responsibilities. He holds securities FINRA Series 6, 63, 7, 66, and 24 Licenses as well as his Life and Health licenses. Brian Metzger built his reputation as a leading expert in El Paso as a Partner at New York Life’s El Paso General Office where he has been recognized as “Partner of the Year” for the last five consecutive years within the El Paso New York Life General Office.
Brian has been married to Lizzie Dipp Metzger for 18 years and has three children. He is an avid athlete that loves to compete in biking and running events. Brian is originally from Brighton, IL, but has called El Paso his home for the last 17 years.
Associate Team
Berthy Nora
Aguirre-Corral
Financial Services Professional
Joseph Flores
Director of Wealth Strategies
Javier Zubiate
Financial Service Associate
Support Team
Paulette Acosta-Hayen
Director of Client Relations
Viviana Hernandez
Director of Operations
Cynthia Loya
Marketing Coordinator
Madison Edwards
Client Relations Manager
Josie Trujillo
Accounting Coordinator
Berthy Nora Aguirre-Corral
Financial Services Professional
Berthy is a Bilingual and Bi-cultural Financial Services Professional. Her main focus is working with business owners, physicians and families with special needs in retirement planning, insurance, and investment, all while providing expert guidance to help them achieve lifelong financial well-being.
She earned a BA in Tourism Administration at the Insituto Superior de Turismo in Chihuahua, Mexico in 1988. That same year she migrated to the United States. She entered the professional world in 2000 after being a full-time mom for twelve years. Later, she became a Senior Media Consultant for Time Warner in El Paso and then a Business Consultant for the international marketing company Hibu. At Hibu, Berthy became part of the USH elite team of professionals, whose aim was to understand and reduce the advertising and digital divide that separates Hispanic-owned businesses from more advanced US enterprises. Her favorite special interest is serving as a volunteer talking to young parents, special needs families, and business owners about her experiences as an immigrant to the United States, and about her struggles to advance and succeed, despite the language barrier.
She serves as a volunteer for different organizations; however, she is noted for her identification with and passion for AVANCE’s mission when she became a member of the board in 2004. She also served as Secretary National Board of Directors and chaired the Programs Committee from 2010 to 2014.
Berthy finds her biggest inspiration to succeed are her four daughters, Nora, Anna, Ivonne, Clarissa and her granddaughter Frida Anabella.
Honors and Awards
El Paso New Organization Agent of the Year, 2018. New York Life, El Paso, Texas
Executive Council, Outstanding Sales Accomplishment, 2017, New York Life Insurance Company.
Media Consultant of the Year 2008, 2010 and 2011. Time Warner Cable, El Paso, Texas
Agent of the Year, 2006 and 2007. Time Warner Cable, El Paso, Texas
Salesperson of the year, 2005. Time Warner Cable, El Paso, Texas
First Steps Award Recipient, 2004, El Paso Hispanic Chamber of Commerce
Southwest Region Rookie of the year 2004. Time Warner Cable, Austin, Texas
Head Start Volunteer of the year, 1992 and 1993. Odessa, Texas.
Community involvement and affiliations
American Advertising Federation – Member 2002-2009
AVANCE Parent-Child Education Program – Secretary of the National Board of Directors - 2010-2015
AVANCE Parent-Child Education Program – Executive National Board of Directors-Programs Committee - Chair-2012-2015
AVANCE Parent-Child Education Program -- El Paso Chapter Board of Directors 2006-2010Chair-2012-2015
El Paso Opera – Board of Directors 2007-2010
El Paso Opera-Marketing and Public Relationships Committee-Chair 2008-2011
Public Relations Society of America—Member 2008-2010
El Paso Hispanic Chamber of Commerce - Member since 2002
El Paso Greater Chamber of Commerce – Member since 2004
E-Women Network – El Paso Chapter Founder Member 2006
CHASE Online Banking—Advisory Board Member 2008-2011
Women Business Border Center— Advisory Board Member 2005-2009
La Red - Mexican American Business Network-Member 2010-201
Joseph Flores
Director of Wealth Strategies
Joseph is the Director of Wealth Strategies for Crown Wealth Strategies. Prior to joining Crown Wealth Strategies Joseph worked for 11 years in the US Army. After his time in the Army he attended the University of Texas at El Paso and earned a B.B.A. in Finance. He then went on to earn a M.S. in Finance from Southern New Hampshire University. He has been in the financial and retirement services industry for 2 years and holds securities FINRA Series 6, 63, and 65 Licenses as well as his Life and Health licenses.
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.
Cynthia Loya
Vice President of Accounts
Mrs. Loya originates from Ciudad. Juarez, Chihuahua, MX. She holds a B.A. in Visual Arts with a Major in Painting, photography and sculpture from the Universidad Autonoma de Ciudad Juarez.
Cynthia ensures that company’s financial records are maintained in compliance with company’s policies. She’s responsible for reviewing monthly and quarterly account reconciliations, as well as other documents to ensure this compliance.
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.
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.
*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.
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
President of Business Development, Financial Advisor
Brian T. Metzger is the President of Business Development at Crown Wealth Strategies and works to scale our unique business model providing world-class wealth strategies and estate planning to our clients on a highly customized basis. An award-winning financial services executive and former Partner at New York Life’s El Paso General Office, Brian brings to Crown Wealth Strategies a singular combination of credentialed financial expertise and proven management experience.
Brian Metzger’s credentials span financial services and management responsibilities. He holds securities FINRA Series 6, 63, 7, 66, and 24 Licenses as well as his Life and Health licenses. Brian Metzger built his reputation as a leading expert in El Paso as a Partner at New York Life’s El Paso General Office where he has been recognized as “Partner of the Year” for the last five consecutive years within the El Paso New York Life General Office.
Brian has been married to Lizzie Dipp Metzger for 18 years and has three children. He is an avid athlete that loves to compete in biking and running events. Brian is originally from Brighton, IL, but has called El Paso his home for the last 17 years.
Berthy Nora Aguirre-Corral
Financial Services Professional
Berthy is a Bilingual and Bi-cultural Financial Services Professional. Her main focus is working with business owners, physicians and families with special needs in retirement planning, insurance, and investment, all while providing expert guidance to help them achieve lifelong financial well-being.
She earned a BA in Tourism Administration at the Insituto Superior de Turismo in Chihuahua, Mexico in 1988. That same year she migrated to the United States. She entered the professional world in 2000 after being a full-time mom for twelve years. Later, she became a Senior Media Consultant for Time Warner in El Paso and then a Business Consultant for the international marketing company Hibu. At Hibu, Berthy became part of the USH elite team of professionals, whose aim was to understand and reduce the advertising and digital divide that separates Hispanic-owned businesses from more advanced US enterprises. Her favorite special interest is serving as a volunteer talking to young parents, special needs families, and business owners about her experiences as an immigrant to the United States, and about her struggles to advance and succeed, despite the language barrier.
She serves as a volunteer for different organizations; however, she is noted for her identification with and passion for AVANCE’s mission when she became a member of the board in 2004. She also served as Secretary National Board of Directors and chaired the Programs Committee from 2010 to 2014.
Berthy finds her biggest inspiration to succeed are her four daughters, Nora, Anna, Ivonne, Clarissa and her granddaughter Frida Anabella.
Honors and Awards
El Paso New Organization Agent of the Year, 2018. New York Life, El Paso, Texas
Executive Council, Outstanding Sales Accomplishment, 2017, New York Life Insurance Company.
Media Consultant of the Year 2008, 2010 and 2011. Time Warner Cable, El Paso, Texas
Agent of the Year, 2006 and 2007. Time Warner Cable, El Paso, Texas
Salesperson of the year, 2005. Time Warner Cable, El Paso, Texas
First Steps Award Recipient, 2004, El Paso Hispanic Chamber of Commerce
Southwest Region Rookie of the year 2004. Time Warner Cable, Austin, Texas
Head Start Volunteer of the year, 1992 and 1993. Odessa, Texas.
Community involvement and affiliations
American Advertising Federation – Member 2002-2009
AVANCE Parent-Child Education Program – Secretary of the National Board of Directors - 2010-2015
AVANCE Parent-Child Education Program – Executive National Board of Directors-Programs Committee - Chair-2012-2015
AVANCE Parent-Child Education Program -- El Paso Chapter Board of Directors 2006-2010Chair-2012-2015
El Paso Opera – Board of Directors 2007-2010
El Paso Opera-Marketing and Public Relationships Committee-Chair 2008-2011
Public Relations Society of America—Member 2008-2010
El Paso Hispanic Chamber of Commerce - Member since 2002
El Paso Greater Chamber of Commerce – Member since 2004
E-Women Network – El Paso Chapter Founder Member 2006
CHASE Online Banking—Advisory Board Member 2008-2011
Women Business Border Center— Advisory Board Member 2005-2009
La Red - Mexican American Business Network-Member 2010-201
Joseph Flores
Director of Wealth Strategies
Joseph is the Director of Wealth Strategies for Crown Wealth Strategies. Prior to joining Crown Wealth Strategies Joseph worked for 11 years in the US Army. After his time in the Army he attended the University of Texas at El Paso and earned a B.B.A. in Finance. He then went on to earn a M.S. in Finance from Southern New Hampshire University. He has been in the financial and retirement services industry for 2 years and holds securities FINRA Series 6, 63, and 65 Licenses as well as his Life and Health licenses.
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.
Cynthia Loya
Vice President of Accounts
Mrs. Loya originates from Ciudad. Juarez, Chihuahua, MX. She holds a B.A. in Visual Arts with a Major in Painting, photography and sculpture from the Universidad Autonoma de Ciudad Juarez.
Cynthia ensures that company’s financial records are maintained in compliance with company’s policies. She’s responsible for reviewing monthly and quarterly account reconciliations, as well as other documents to ensure this compliance.
Eagle's team of Financial Planners help us to provide a thorough analysis of your current financial health and design a customized solution that will help you meet your specific financial goals.*
Eagle's Portfolio Specialists and Internal Consultants help us to analyze your financial statements, offer guidance in positioning asset managers in your portfolio, and provide tax transition strategy recommendations.*
If you have a complex portfolio that requires a higher level of service, the team at Eagle Strategies can assist us with portfolio analysis and guidance, as well as the incorporation of more complex financial needs such as business succession planning and estate planning.
If you are a small business owner in need of retirement plan guidance, we can help with the selection and retention of an investment manager using Eagle's portfolio of managers.
Providing our clients with a superior experience is our number one priority. Therefore, with the assistance of the Service and Operations team at Eagle, we can leverage back-office support to assist with any account needs you may have including checking account balances, personal changes to your account, and distributions.
