Crescent Team

 

Since our founding, Crescent has continued to attract unique individuals that together form a unified team focused on client experience and pursuit of excellence.

We pride ourselves in our open-source platform, giving clients the benefit of comprehensive solutions developed by combining seasoned professionals, strategic partners, and our client-centric approach and firm culture.

Crescent Team

 
Tim Wyrobek
Founder/Principal
 
Jeff Taylor
Founder/Principal
Meridith Mimbs
Director of Client Services
Tina Edwards
Director of  Administrative  Services
 
Wajma Rasoul, MBA
Private Wealth Strategist
Brook Scardina
Head of Institutional Consulting
Carr Churchill
Insurance Specialist and Financial Representative
 
 

Investment Committee

 
Tim Wyrobek
Founder/Principal
 
Joseph Cortese III
Principal, Senior Consultant
 
David Thome, CFP®
Consultant
 
Brook Scardina
Head of Institutional Consulting
 

Insurance Consulting Group

 
Jeff Taylor
Founder/Principal
Tim Wyrobek
Founder/Principal
Tiffany Hyde
Head of Underwriting
Michael Fontanini
Advance Sales and Design
 
Brian Bonifant
Senior Vice President