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.
Our Team
Berthy Nora
Aguirre-Corral
Financial Professional
Javier Zubiate
Financial Advisor
Adam Sheldon
Financial Professional
Andrew Snyder
Financial Advisor, CWS Alabama Office
Paulette Acosta-Hayen
Director of Client Relations
Viviana Hernandez
Director of Operations
Cynthia Loya
Marketing Coordinator
Berthy Nora Aguirre-Corral
Financial 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 2010-2012
Javier Zubiate
Financial Advisor
Javier is a Financial Advisor, focused on working with small business owners, professionals, and families to ensure they can meet all their financial goals. Javier has a B.B.A. in Accounting and Finance as well as an MBA with a specialization in Finance from the University of Texas at El Paso. Starting his career in the accounting department for his family’s local business, Javier was inspired to become a resource for local business owners in assisting them with their financial health. Later transitioning to the world of finance, Javier holds his FINRA Series 7, 66, and 63 Licenses as well as his Life and Health Licenses. He is now excited to use these tools to help make an impact on his community.
Adam Sheldon
Financial Professional
Adam is a Financial Professional who focuses on working with affluent business owners, physicians, and independent professionals on retirement planning, tax mitigation, estate, and advanced business planning.
As a financial professional, Adam provides clients with an integrated portfolio and insurance strategy focused on maximizing value over the course of their lifetime. Adam enjoys helping clients meet their financial goals while demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.
Adam was born and raised in El Paso, Texas. He received his bachelor’s degree in HRTM from New Mexico State University. After graduating Adam moved to St. Petersburg Florida where he first began his insurance career.
Adam has been recognized in 2019 by the El Paso General Office of New York Life for the following:
Worksite Elite agent
Long-Term Elite Agent
The Al Cervantes Award
The Ben Feldman Award
The John Bingham Award
The Cornerstone Challenge Achievement
The Done-in-9 Award
The Man Power Tower Award (also achieved in 2017 and 2018)
Setting an office record for the most Life Insurance cases written inside of a single calendar year
Adam was also recognized in 2019 for his high levels of production by New York Life through recognition as an Executive Council Premier agent. Adam currently holds FINRA Series 7, FINRA Series 63, FINRA SIE, and Life, Health Annuity License in multiple states.
In December 2019, Adam relocated to Clearwater, Florida to be closer to daughter, Emma Grace. In January 2020 Adam proudly joined Crown Wealth Strategies. He could not be happier to be working directly with his friends and mentors Brian and Liz Metzger.
Adam Specializes in 3 key areas. Working with Retirees, working with Small Business Owners, and working with Families.
Retirees: Generally, there are 6 key risks common to most retirees. Market Risk, Inflation, Sequence of Returns, Withdrawal Rate Risk, Longevity Risk, and your Future Healthcare Expenses. When you address these risks to mitigate or remove them, you can optimize your retirement outcome, enjoy a stress-free retirement with lifetime income, and generally leave more behind to your loved ones.
Small Business Owner: To add value and help with employee retention we can offer benefits for Group Term Life, Group Whole Life, Disability Insurance, Simple IRA’s, SEP’s, and more. For the owner or owner’s we teach a number of tax diversification strategies, fund Buy-Sell Arrangements, Key Person Insurance, Retirement Planning, and Executive Compensation package planning.
Family: If you have a destination in life it helps to have a map. You must know where you are starting, where you are finishing, and how to get there. This is what we help families achieve. Most people make their financial decisions at work. What we have found is the options are almost always far less than what is needed. Through our Process, we discover the Protection needed, the Accumulation that would be necessary to retire at the Lifestyle desired, and Finally the most efficient ways to distribute that wealth for the remainder of your Lifetime.
Andrew Snyder
Financial Advisor, CWS Alabama Office
Being in business for himself since 2008, Andrew knows firsthand the many challenges and opportunities that business owners face. Through working with business owners and high-income earners, Andrew has found that clients, before they met us had their money and other assets going in lots of different directions. Sometimes doing well individually, but not work to the client's fullest potential and almost never being driven by what the clients are trying to achieve. In his role as a personal CFO, he starts by getting clear on what matters most to our clients and why it's important. Only then can we implement a sound strategy that stands the test of time.
Andrew Snyder holds the series 6,63, 65, and 7 licenses. He also has his life/health license. Andrew is currently pursuing additional education and training with coursework in the estate and retirement planning fields.
Andrew currently resides in Tuscaloosa Alabama with his wife Kaysi, and their three boys, Will, Cooper and Casyn. He enjoys outdoor activities such as hunting, fishing, golf, and coaching little league baseball.
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.
Viviana Hernandez
Director of Operations
Cynthia Loya
Marketing Coordinator
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 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 2010-2012
Javier Zubiate
Financial Advisor
Javier is a Financial Advisor, focused on working with small business owners, professionals, and families to ensure they can meet all their financial goals. Javier has a B.B.A. in Accounting and Finance as well as an MBA with a specialization in Finance from the University of Texas at El Paso. Starting his career in the accounting department for his family’s local business, Javier was inspired to become a resource for local business owners in assisting them with their financial health. Later transitioning to the world of finance, Javier holds his FINRA Series 7, 66, and 63 Licenses as well as his Life and Health Licenses. He is now excited to use these tools to help make an impact on his community.
Adam Sheldon
Financial Professional
Adam is a Financial Professional who focuses on working with affluent business owners, physicians, and independent professionals on retirement planning, tax mitigation, estate, and advanced business planning.
As a financial professional, Adam provides clients with an integrated portfolio and insurance strategy focused on maximizing value over the course of their lifetime. Adam enjoys helping clients meet their financial goals while demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.
Adam was born and raised in El Paso, Texas. He received his bachelor’s degree in HRTM from New Mexico State University. After graduating Adam moved to St. Petersburg Florida where he first began his insurance career.
Adam has been recognized in 2019 by the El Paso General Office of New York Life for the following:
Worksite Elite agent
Long-Term Elite Agent
The Al Cervantes Award
The Ben Feldman Award
The John Bingham Award
The Cornerstone Challenge Achievement
The Done-in-9 Award
The Man Power Tower Award (also achieved in 2017 and 2018)
Setting an office record for the most Life Insurance cases written inside of a single calendar year
Adam was also recognized in 2019 for his high levels of production by New York Life through recognition as an Executive Council Premier agent. Adam currently holds FINRA Series 7, FINRA Series 63, FINRA SIE, and Life, Health Annuity License in multiple states.
In December 2019, Adam relocated to Clearwater, Florida to be closer to daughter, Emma Grace. In January 2020 Adam proudly joined Crown Wealth Strategies. He could not be happier to be working directly with his friends and mentors Brian and Liz Metzger.
Adam Specializes in 3 key areas. Working with Retirees, working with Small Business Owners, and working with Families.
Retirees: Generally, there are 6 key risks common to most retirees. Market Risk, Inflation, Sequence of Returns, Withdrawal Rate Risk, Longevity Risk, and your Future Healthcare Expenses. When you address these risks to mitigate or remove them, you can optimize your retirement outcome, enjoy a stress-free retirement with lifetime income, and generally leave more behind to your loved ones.
Small Business Owner: To add value and help with employee retention we can offer benefits for Group Term Life, Group Whole Life, Disability Insurance, Simple IRA’s, SEP’s, and more. For the owner or owner’s we teach a number of tax diversification strategies, fund Buy-Sell Arrangements, Key Person Insurance, Retirement Planning, and Executive Compensation package planning.
Family: If you have a destination in life it helps to have a map. You must know where you are starting, where you are finishing, and how to get there. This is what we help families achieve. Most people make their financial decisions at work. What we have found is the options are almost always far less than what is needed. Through our Process, we discover the Protection needed, the Accumulation that would be necessary to retire at the Lifestyle desired, and Finally the most efficient ways to distribute that wealth for the remainder of your Lifetime.
Andrew Snyder
Financial Advisor, CWS Alabama Office
Being in business for himself since 2008, Andrew knows firsthand the many challenges and opportunities that business owners face. Through working with business owners and high-income earners, Andrew has found that clients, before they met us had their money and other assets going in lots of different directions. Sometimes doing well individually, but not work to the client's fullest potential and almost never being driven by what the clients are trying to achieve. In his role as a personal CFO, he starts by getting clear on what matters most to our clients and why it's important. Only then can we implement a sound strategy that stands the test of time.
Andrew Snyder holds the series 6,63, 65, and 7 licenses. He also has his life/health license. Andrew is currently pursuing additional education and training with coursework in the estate and retirement planning fields.
Andrew currently resides in Tuscaloosa Alabama with his wife Kaysi, and their three boys, Will, Cooper and Casyn. He enjoys outdoor activities such as hunting, fishing, golf, and coaching little league baseball.
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.
