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.
Support Team
Paulette
Acosta-Hayen
Director of Client Relations
Ryo Perkins
Director of Operations
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.
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.
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
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.
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.
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.
