CAVE WEALTH MANAGEMENT - Key Persons
I'm Corey, and I'm from Jacksonville, FL. I played baseball in college and obtained my bachelor's in business administration from Charleston Southern University. My passion for finance started at a young age, as I grew up in a close-knit family where everyone worked in finance.
After college, I pursued my love of baseball and played independent professional league baseball for three years. After that, I transitioned into coaching for three years. However, my passion for finance persisted, and in 2019, I joined Cave Wealth Management as a Client Relationship Manager.
I take pride in building strong relationships with clients and providing them with the highest level of service possible. I love interacting with clients on a personal level and being a key contact person for all their service needs.
When I'm not working, I enjoy spending time with my family, including my parents and sisters who also reside in Jacksonville, FL. I also love outdoor activities such as going to the beach, bike riding, or attempting to surf.
I'm Ernie Cave, the founder and CEO of Cave Wealth Management, a boutique financial advisory firm that helps individuals and families achieve their financial goals. I am a graduate of Florida State University, with a degree in Finance and have been working in the financial services industry since 2005. I am also a Certified Financial Planner (CFP).
I'm Karen Crawford and I am from Jacksonville, FL. I have an extensive background in the finance industry and bring a wealth of knowledge and experience to the table. I retired in 2022 from full time work but I maintain a passion for the helping people and the Cave Wealth Management, which I have been doing since 2013.
I began working with Ernie in 2013, contributing as a valuable part time team member. In 2022, I transitioned into retirement from full-time work but continue to work at Cave Wealth Management part time. This allows me to stay connected to the industry I am passionate about and I particularly enjoy getting to stay in touch with our clients throughout the year.
Outside of work, I cherish spending time with my family and enjoy activities such as camping and cruising. I have a passion for travel and love exploring different places. Relaxing with friends is another way I find joy and rejuvenation. Additionally, I have developed a hobby in cooking and have taken several classes to hone my skills in various techniques, preparations, and flavors.