CROWL WEALTH MANAGEMENT - Key Persons
I founded Crowl & Associates in 1979 after leaving a large public accounting firm in Houston. My wife, Holly, and I were drawn to the community atmosphere Conroe offered. I have since been active in local and state politics, the Rotary Club, church activities, including being treasurer, and school programs associated with my three children, who were educated in the Conroe Independent School District. I currently serve on the board of directors for Meals on Wheels Montgomery County, which offers me a unique opportunity to work with the community's elders, who have given me so much.
In January of 2020, my daughter Kimberly and I formed a new entity, Crowl Wealth Management, LLC. From here, we hope to continue to work together in helping our clients reach their financial goals.
In 2016, I decided to join the family business. Prior to joining the team, I attended Texas Tech University (Wreck 'em!), where I graduated magna cum laude with a Bachelor of Arts in Public Relations and a Master of Business Administration from the Rawls College of Business. During my MBA program, I was awarded the Excellence in Management Award by the faculty for my leadership and business acumen.
Since childhood, whenever anyone would ask me what I wanted to do with my life, I always answered, "I want to help people." Throughout my formative years, I was all over the spectrum of "helping people," from wanting to teach, work for a nonprofit, etc., but I ended up finding my true passion in behavioral finance. While the technical side of the business is fascinating, helping people navigate through the complicated, stressful, exciting, and always emotional aspects of their financial lives is one of my biggest joys. I feel blessed to be learning from one of the best mentors in the world (although I may be a little biased on this one)-my dad!
I hold FINRA Series 7 and 66 securities registrations and am licensed to provide life and health insurance. I am also a CERTIFIED FINANCIAL PLANNER™ professional, which is widely recognized as the highest designation in the field. I am so excited to take this next step as a partner at Crowl Wealth Management, LLC, and to continue treating our clients and friends like they are family!