CRESCENT WEALTH PARTNERS - Key Persons
Brent earned his Bachelor of the Arts from Wittenberg University in 1992. Brent spent 10 years in the corporate finance world prior to becoming a Certified Financial Planner and holds the series 66 license and Insurance license. Brent loves sharing his 20 years of personal financial planning experience with clients and their families.
"I was blessed to grow up with a Certified Financial Planner and was able to see how much she enjoyed helping people with their personal finances. I went the corporate finance route and then figured out that my true passion was to help people personally and provide them with solutions that make sense for them. I absolutely love making a difference in our client's lives."
Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 20 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.
"I have a passion for helping people. I can't imagine a more rewarding career than helping people make the most important financial decisions of their lives."
Debra Landesberg and her team use their expertise to provide information on financial aid, scholarships, college essays, resumes and more! Searching for the "best fit" college to match is her specialty. Recognized as the NACAC "Rising Star" and the SACAC's "President's Award of Excellence" recipient, Debra focuses on admission trends, matching them to student and family goals.
With 20 years of experience, she has helped 3000+ students navigate the multifaceted college application process utilizing in-person or video conference meetings.
Debra Landesberg helps students prepare for college by customizing step-by-step guidance for each, minimizing the mystery and stress from the process.
Job Titles:
- PRIVATE WEALTH CONSULTANT
PRIVATE WEALTH CONSULTANT Dwight K. Montgomery Since 1990, I have been serving clients in the area of financial planning and wealth management. A major focus of my work is helping families deploy the resources that God has entrusted to them. I specialize in providing services to families who have a heart for impacting the Kingdom of God. This is done by helping them plan their tax elimination strategies, design effective business succession, implement inheritance plans and execute on Kingdom giving. Along with our team at Crescent Wealth Partners and a network of faith-based professionals from around the country, we are equipped to help our clients make good decisions and avoid mistakes when stewarding all that God has entrusted to them. My education includes having obtained my Certified Financial Planner and Certified Kingdom Advisor designations. I have a Bachelor of Science Degree from Ohio State University and a Master's from Bowling Green State University. Dona, my wife of eighteen years and I have three children and live in Columbus, Ohio.
As a Client Concierge, Erika partners with our advisors and clients to create and deliver a unique experience that defines and differentiates our firm. She joined the firm in May of 2023 and is excited to continue to learn more about the industry and develop professionally.
Erika grew up on a small farm in Indiana and stayed in-state to attend Indiana University. She graduated from IU in 2021 with a Bachelor's degree in International Studies. After college, she moved to Florida for the ocean and sunshine. In her free time, she enjoys beach volleyball, scuba diving, and spending time with friends and family.
PRIVATE WEALTH CONSULTANT, APMA®, CRPC® Merceditas Z. de Padua Dee received her Bachelor of Science degree from Monmouth University. She has over 20 years of Financial Planning experience including earning the Chartered Retirement Planning Counselor (CRPC) and Accredited Portfolio Management Advisor (APMA) designations. She also holds series 66 and insurance licenses. After a successful career in an executive leadership position for multi-million dollar music and video distributor, Dee turned to Financial Services for her second career. Dee is committed to creating true ‘partnerships' with her clients to achieve their goals - personally and financially. "My parents are examples of a true American story. When they arrived in the US over 50 years ago their most valuable possessions were their hopes and dreams of a better life. They were committed to raising their 5 children, proudly earned naturalized citizenship, and lived to see 3 more generations thrive. I saw first-hand how my parents retired without the benefit of sound financial planning advice resulting in financial burdens throughout their retirement. Watching their struggles instilled a passion in me to ensure that my clients make the best decisions possible to live the fulfilling life they want with family, friends and community." Dee lives in Atlanta with her partner and enjoys golfing and family life that includes a rescued Labrador Retriever who is so special, he was unable to qualify for the CWP Security team.
As a Client Concierge, Molly partners with our advisors and clients to create and deliver a unique experience that defines and differentiates our firm. She graduated Magna Cum Laude from Plymouth State University in 2019 with a Bachelor's degree in Finance and Economics. She is working through completing the education program to get her CFP designation in 2024.
Molly was born and raised in Connecticut and spent the last seven years in New Hampshire, where she has developed a passion for skiing, hiking, and exploring the seacoast.
As a Client Concierge, Paula partners with our advisors and clients to create and deliver a unique experience that defines and differentiates our firm. She joined Cresent Wealth Partners in February 2024 and has enjoyed working in the financial industry for over six years.
Paula holds an MA degree in English and a BS degree in English and Sociology from Minnesota State University, Mankato. She has co-authored 8 children's books and loves to write in her spare time when not taking advantage of all that the NH Seacoast area has to offer.
Job Titles:
- Certified Public Accountant
- LLC
Rusty is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS). She has been specializing in corporate and individual tax accounting, personal financial planning and business planning for the last 20 years. A Summa Cum Laude baccalaureate graduate of Slippery Rock University where she majored in Account Finance, and Information Systems. Rusty has her Masters of Business Administration (MBA) through the University of Massachusetts and most enjoys spending quality time with her family and volunteering in the local community
Job Titles:
- Financial Advisor, CFP®, CIMA®
Stephen is a graduate of Saint Joseph's College of Maine and majored in both finance and accounting. He's a financial advisor and a practicing Certified Investment Management Analyst and Certified Financial Planner.
"My passion is working alongside clients and helping them plan for their unique milestones. Life is about choices and what we seek after. There's no right or wrong answer, but the manner in which we go about the goal can either be financially effective or detrimental. I'm here to help you plan for the next big decision in your life."
Stephen is blessed to have wonderful parents, being a husband, and a father of 2 young girls. In his free time, he's an active marathon runner and enjoys fishing and playing golf.
"I grew up in Sikeston; a small town in southeast Missouri. Upon receiving my Bachelor of Science in Business Administration from Southeast Missouri State University in 1987 I moved to Florida and started what would be a 15-year career in commercial banking. During my banking career, I helped business owners and executives by providing financing for a variety of properties and business projects.
In 2002, I entered the personal financial planning field and have since enjoyed helping clients attain their financial goals.
My two children are my pride and joy. Many camping/hiking trips, summer road trips and just enjoying everyday events with my son and daughter have produced wonderful experiences and memories.
Outside of the office, I like to spend time enjoying the outdoors. Whether it is jogging, biking, kayaking or simply relaxing at the beach I am a firm believer that time outdoors is great for mind and body."
Job Titles:
- Certified Financial Planner and Wealth Advisor
- WEALTH ADVISOR, MBA, CFP®
Certified Financial Planner and Wealth Advisor: Tammy Symons knows this is the field she belongs in. "I believe everybody deserves the opportunity of wealth, and I enjoy helping them plan for it."
Tammy Symons takes a personal approach with all of her clients as a CFP®. Tammy wants each client to know that there is a solid financial plan in place to allow them to live their lives with confidence. Tammy meets with clients regularly and reviews where they are, where they wish to be and helps them achieve their goals with an in-depth financial plan. She has the ability to explain even the most complex financial matters in a simple, straightforward manner, so clients always have a clear understanding going forward.
Tammy has been in Financial Planning since 2005, helping clients achieve their goals through wealth management, tax advice, and risk management. Tammy feels a real connection with clients as she assists them in navigating through significant milestones in their life (such as marriage, divorce, children, home buying, major moves, changing jobs, disabilities, and deaths). Working through these transitions and through life, in general, requires a balance of what numerically makes sense and what helps clients sleep at night. This balance is the key to any financial choice you make, and that is what Tammy does best.
Tammy serves on the United in Wellness Board at Exeter Hospital. Tammy strives to make a difference through hard work, inspiration, compassion, and determination.
Born and raised in New Hampshire, Tammy lives in Derry with her son Douglas, and their dog Lexi. As a family they enjoy living a simple life, spending their free time outside as much as possible to soak up all the seasons of New England. Together they spend many days skiing and enjoying Big Island Pond with their friends, family, and the community.