Broker Check
Napa Valley Wealth Management - St. Helena, CA

Team

Extensive qualifications, more than 60 years of combined experience, only a phone call away. Meet the team that can't wait to help you plan, build, and preserve your wealth.

 

Kelly Crane CFP®, CLU, CFA, MBA

President and Chief Investment Officer

(707) 963-5096 ext. 1

(707) 967-3085

Kelly combines more than 30 years experience with the holistic planning of a CFP® and the quantitative analytics of a CFA. Our approach differentiates us from those who merely manage investments.

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A CFP® with more than 19 years of experience, Earl has a passion to help people steward their money in order to work toward their goals and dreams.

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Robert M. Lance

Director of Operations

(925) 827-4393 ext. 3

(925) 691-5464

Director of Operations, Investment Policy Committee member, and more than 17 years experience at NVWM, Bob brings significant depth to assisting the advisors with portfolio management, investment selection, and asset allocation.

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Sara Aikman

Client Services Manager

(707) 963-5096 ext. 1

(707) 967-3085

Our invaluable Client Services Manager, Sara has a deep commitment for exceptional service. Feel welcome to contact her first.

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Robert Mauer

Financial Planning Assistant

(925) 827-4393 ext. 4

(925) 691-5464

Our reporting guru, Robert assists the advisors in constructing complex and personalized financial plans, retirement plans, and investment reports that help you make smarter decisions today about your money.

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Karen Kaanehe

Client Services Assistant

(925) 827-4393 ext 5

(925) 691-5464

Karen is a native to the East Bay having grown-up in Concord/Walnut Creek where her parents were school teachers and business owners. She has a long history of customer service that began as a child while working in her family ice...

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