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Our team is here to meet each client’s individual goals and dreams, and managing and protecting your wealth is only a small piece of our mission. We take a holistic approach to planning so you can find peace of mind and financial security throughout your lifetime and beyond.
President of Business Development, Financial Advisor
Andrew Snyder
Financial Advisor, CWS Alabama Office
Kristoffer C. Preble
Financial Advisor, CWS Oregon Office
Javier Zubiate, FSCP
Financial Advisor
Berthy Nora Aguirre-Corral
Financial Professional
Team
Paulette Acosta-Hayen
Director of Client Relations
Viviana Hernandez
Director of Operations
Cynthia Loya
Vice President of Accounts
Christine Beal
Licensed Service Assistant
The Nautilus Group®
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 and Brian Metzger are proud to be active members of the El Paso community. They, their team, and their family are proud sponsors, donors and supporters of many local organizations and initiatives, including the ones found below. Click on the logos below to learn more about Crown Wealth Strategies' commitment to bettering our community.
El Paso Children’s Hospital
Lizzie and Brian are proud ongoing sponsors of the El Paso Children’s Hospital Oncology Playroom – one of the busiest in the hospital and home of the Therapeutic Art Program for patients. Read the release on the dedication here.
Paso Del Norte
Children’s Development Center
Lizzie is an active board member of the Paso Del Norte Children’s Development Center in El Paso. The Development Center was designed to provide children with special needs and their families therapeutic and educational
support services in El Paso.
YWCA
Lizzie and Crown Wealth Strategies are premier sponsors
of the Walk a Mile in Her Shoes march, hosted by the YWCA.
The United Way of El Paso
Lizzie is an active board member of the United Way of El Paso, a charitable organization that has been
active in the El Paso community for nearly 100 years.
St. Jude Children's Research Hospital
Lizzie is a proud sponsor of St. Jude Children's Research Hospital. St. Jude's mission is to provide state of the art treatment to children facing cancer and other catastrophic diseases, and in doing so, to advance cures and means of prevention.
World Vision
Lizzie is a supporter of World Vision, and organization that is committed to tackling the causes of poverty and injustice head on by providing opportunities and resources to those in need.
Children's Grief Center of El Paso
Lizzie proudly supports the Children's Grief Center here in El Paso. The CGC is a non-profit organization that provides an environment of healing, hope, and safety to grieving children, teens, and their families.
Make-a-Wish Foundation
Lizzie is a proud supporter of Make-a-Wish, an organization dedicated to providing special experiences to children battling critical illnesses.
Coronado High School
Lizzie loves supporting our local schools to help provide opportunities for students to further their education and enjoy the learning process.
University of Texas McCombs Business School
With one of her daughters attending the McCombs Business School at UT Austin, Lizzie truly enjoys supporting the school through various efforts.
Young President’s Organization
Lizzie is an active board member with the Young President’s Organization (YPO) in El Paso. Members of YPO are all top executives in their businesses or organizations that meet specific criteria, and leverage their membership to help make a difference in the El Paso community.
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Lizzie Dipp Metzger
Founder and Financial Advisor, CFP®
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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.
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.
As a financial advisor, Kris understands that working with people is a lifelong journey. By defining goals and creating a detailed action plan, he creates a harmonious partnership with clients that can withstand life’s curveballs. Whether he’s working with a business owner, c-level executive, or a family, Kris uses a client-centric approach to help each one facilitate their own financial success, keeping their values at the center of the planning process and philosophy.
Kris has a background in finance through the Penn State Behrend School of Finance and has always enjoyed the continual quest for information. He started his financial career in 2011 and has since has earned his FINRA Series 6, 63, 65, and 7 Licenses. He is currently furthering his education through Penn State while also pursuing additional certifications.
Kris lives in the Tualatin Valley area with his wife Shelby and son Easton. Kris and Shelby met while both working at New York Life and married in 2016. As a family, they enjoy spending time in their backyard working on projects and teaching their son a hands-on approach to life. (Easton is currently learning glamourous life skills like pulling weeds and cleaning up after their dogs.) Recently, Kris started building a high-horsepower classic car in his free time. In the past, he’s also been very active in sports and exercise, and in 2009, he competed in the Baja 500 on a dirt bike team. Now, Kris and his wife look forward to sharing their passion for an active lifestyle with their son.
Honors and Awards
MDRT, 2012-2021
Qualifying court of the table MDRT member, 2020-2021
Recognized for high levels of production by New York Life on multiple occasions, most recently achieving Chairman’s Council in 2020
Real Life Stories - Life happens recognition 2013, Greater Oregon GO
NYL Career Life success award. Awarded from New York Life in 2011
NYL 2011 New org agent of the year Greater Oregon GO
NYL case writer of the year 2011 Greater Oregon GO
Honors and Awards
Lake Oswego Leadership, Volunteer
United Way Vision Council, Columbia Willamette, Volunteer
NAIFA Portland, Member
Leukemia and Lymphoma Society, Volunteer
OHSU Foundation, Friends of Doernbecher, Volunteer
Council is an annual company recognition program based on agent production from July 1-June 30. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Javier is a Financial Advisor focused on serving small-business owners, professionals, and families to ensure they can meet all their financial goals. He started his career as a teenager in the accounting department of his family’s local HVAC company, and he was inspired to join the financial services industry so he could help other entrepreneurs with their financial health. As the head of our Employee Benefits department, he strives to be a go-to resource for small-business owners. To him, helping these people in his community thrive is one of the most rewarding aspects of his career.
Education is a top priority for Javier, and he earned an MBA with a specialization in finance as well as bachelors’ degrees in both accounting and finance. He is a Financial Services Certified Professional® and is currently pursuing additional financial designations. He holds his FINRA Series 7, 66, and 63 Licenses, as well as his Life and Health Licenses. As a constant learner, he loves reading, and some of his favorite financial books are The Millionaire Next Door by Thomas J. Stanley, Principles by Ray Dalio, and The Intelligent Investor by Ben Graham. He's also a fan of Edgar Allan Poe.
Javier and his family have a weekly dinner together, and one of his favorite hobbies is grilling out or cooking for them. He loves staying active, and he is currently on recreational teams for volleyball, football, and soccer, which he has played since he was four.
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
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 M. Hernandez joined Crown Wealth Strategies in 2019. Viviana manages the day-to-day operations for the firm and provides the staff and advisors with the necessary support to reach the firm’s objectives and maintain strong client relationships.
Prior to joining Crown Wealth Strategies, Viviana worked for over 6 years in the healthcare field as a Marketing Representative and Admissions Director. In 2012 Viviana left healthcare to successfully run her own financial planning practice for over 7 years. With over 10 years of experience in the financial services industry, Viviana is a Registered Service Assistant and holds her Group 1, Series 6, Series 63, and Property & Casualty licenses. Viviana was born and raised in El Paso where she continues to reside with her high school sweetheart and husband, Matthew. She is a graduate of the University of Texas at El Paso with a B.B.A. with a double major in Marketing and International Business.
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.
Christine joined Crown Wealth Strategies in 2021 as a valued employee, working directly works directly with clients to help answer questions and provide account information. As a Licensed Service Assistant, she has passed her Group 1 exam for Life, Accident, and Health Insurance and holds her Texas Insurance License. Prior to joining Crown Wealth Strategies, Christine worked in both the insurance and financial management fields.
Christine was born and raised just outside of Seattle, Washington, and she graduated from Seattle University with a Bachelor of Science in applied mathematics and a minor in creative writing. She lived in Virginia before moving to Texas in 2021.
Lizzie and Brian are proud ongoing sponsors of the El Paso Children’s Hospital Oncology Playroom – one of the busiest in the hospital and home of the Therapeutic Art Program for patients. Read the release on the dedication here.
Paso Del Norte
Children’s Development Center
Lizzie is an active board member of the Paso Del Norte Children’s Development Center in El Paso. The Development Center was designed to provide children with special needs and their families therapeutic and educational
support services in El Paso.
YWCA
Lizzie and Crown Wealth Strategies are premier sponsors
of the Walk a Mile in Her Shoes march, hosted by the YWCA.
The United Way of El Paso
Lizzie is an active board member of the United Way of El Paso, a charitable organization that has been
active in the El Paso community for nearly 100 years.
St. Jude Children's Research Hospital
Lizzie is a proud sponsor of St. Jude Children's Research Hospital. St. Jude's mission is to provide state of the art treatment to children facing cancer and other catastrophic diseases, and in doing so, to advance cures and means of prevention.
World Vision
Lizzie is a supporter of World Vision, and organization that is committed to tackling the causes of poverty and injustice head on by providing opportunities and resources to those in need.
Children's Grief Center of El Paso
Lizzie proudly supports the Children's Grief Center here in El Paso. The CGC is a non-profit organization that provides an environment of healing, hope, and safety to grieving children, teens, and their families.
Make-a-Wish Foundation
Lizzie is a proud supporter of Make-a-Wish, an organization dedicated to providing special experiences to children battling critical illnesses.
Coronado High School
Lizzie loves supporting our local schools to help provide opportunities for students to further their education and enjoy the learning process.
University of Texas McCombs Business School
With one of her daughters attending the McCombs Business School at UT Austin, Lizzie truly enjoys supporting the school through various efforts.
Young President’s Organization
Lizzie is an active board member with the Young President’s Organization (YPO) in El Paso. Members of YPO are all top executives in their businesses or organizations that meet specific criteria, and leverage their membership to help make a difference in the El Paso community.
Advisors 
Team 
The Nautilus Group® 
Eagle Strategies LLC 
Community Impact 
