Get To Know Us
Most advisors help you accumulate. Crown specializes in what comes after: the critical transition from building wealth to actually living off it, where the real planning begins and your money is either protected or lost.
Bill Kearney
Co-Founder
His background and experience have led him to exactly where he is today. From the time he was 15 years old, Bill learned a valuable lesson in entrepreneurship.
“Why am I a wealth & financial planner? Because I’m passionate about finances, and people. I believe people matter. Their stories matter. Their goals matter.”
Bill graduated from the University of Tennessee in 2001 and again in 2003. Shortly after graduating, he started his career in financial services. Bill learned quickly that being independent would allow him to be unbiased and holistic in his planning. When you work for a company, there is always the corporate push for you to sell their products. Bill wanted to choose the very best for his clients and being independent gave him the ability to do just that.
When not working, Bill enjoys spending time with his wife Natasha and their two boys, Nolan & Reid. Bill’s hobbies have become whatever his family’s hobbies are and whatever they are interested in doing as well as being present in the moment.
John Foard
CFP®
Co-Founder
Bringing more than 25 years of experience, John has developed a comprehensive, client focused approach to financial planning anchored in mutual respect and trust with the individuals, families, and business owners he works with.
John started as a wealth & financial planner as soon as he graduated college and never looked back. However, it was a conversation with his father that changed his view on his career path.
“My dad asked me what I wanted to do with my life when I graduated from college. I didn’t truly know how to answer this question other than I wanted to work in professional sports. That’s when my dad mentioned that many professional athletes need help with their finances as well as everyday people. You should think about going into the financial planning field.”
Originally from Concord, NC, John currently lives south Charlotte with his wife of 24 years, their 3 beautiful daughters, and Jack – the resident, mini labradoodle guard dog.
Our Story
Our 3 Step Process
1.
Get your complimentary retirement clarity assessment
We look at your full picture: income, taxes, assets, goals. No obligation, no sales pitch. Just an honest read on where you stand and where the gaps are.
2.
We build your Retire Stronger Blueprint together.
What do you actually want retirement to look like? We start there, then build the tax-optimised income strategy, investment structure, and protection plan to get you there.
3.
Retire with confidence and permission.
You know your why behind your numbers, you know your plan, and you have a team proactively managing it. You can spend. You can sleep. You've earned this.
