How We Work
Our team consists of passionate professionals whose personal and educational backgrounds have enabled them to confidently assist clients in planning their financial futures. We have cultivated a reputation for providing straightforward investment management services, empowering clients to better understand their finances and address their investment objectives.
Lisa Marie Scanlon
Executive Assistant to Cary Hall/Office Manager
Lisa Marie is the Executive Assistant to Cary Hall and CLH’s Black Diamond Client Service Administrator (CSA). She oversees all client service relationships and is responsible for ensuring all client meetings, events...
Chase Voldase
Director of Operations
Sean Crawford
Administrative and Marketing Associate
Sean brings a detail-oriented, service-first approach to his role at CLH Wealth Management, LLC, drawing on years of hands-on experience in client-facing, high-touch environments. Before joining CLH, he worked and managed retail,...
Apeksha Shah
Client Service Analyst/Masterclass & Event Liaison
LPL 360 Team
National Office/Operations Support