Nick Kolbenschlag
CEO & Co-Founder of Crown Wealth Group
- Role
- Chief Executive Officer & Co-founder at Crown Wealth Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Nick Kolbenschlag
I co-founded both Crown Wealth Group and Evolv Family Wealth with the mission to help as many families as possible experience financial peace, creating balance between their life and wealth. Empowering them to make good decisions, preventing them from making bad decisions and removing financial stress from their lives. I can achieve this not only by working directly with clients, but by teaching other, like-minded advisors how to do what I do as a Personal CFO.
Experience
Chief Executive Officer & Co-founder
Jul 2018 — Present · Charlotte, NC, US
As CEO of Crown Wealth Group, my focus is on furthering the firm’s growth and industry changing Personal CFO model by setting the firm’s vision and driving the mission.
Education
North Carolina State University
Bachelor of Science - BS, Finance & Accounting
2005 — 2009
Skills
- Leadership
- Marketing
- Business Process
- Microsoft Office
- Sales
- Management
- Powerpoint
- Microsoft Excel
- Customer Retention
- Customer Service
- Strategic Financial Planning
- Event Management
- Strategic Planning
- Wealth Management
- Social Media
- Event Planning
- Fundraising
- Marketing Strategy
- Customer Satisfaction
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