CROWN JEWEL FINANCIAL SERVICES
ABOUT US
Our Story
Crown Jewel Financial Services specializes in solutions that offer tax efficient strategies with safety from market volatility and predictable growth. Just as many royal families have ‘crown jewels’ that are highly valued, heavily protected and passed on for generations, we help you protect, preserve and pass-on wealth so you can “Reign in financial security - now, and for generations to come.”
Our Team
Kimberly Weaver
Principal, Financial Professional
704-931-3171
Kimberly has Life, Health and Medicare insurance licenses in several states. She also holds certifications in Annuities, Medicare Supplements and is certified by the National Financial Educators Council as a Financial Education Instructor.
An engineer by training, Kimberly is passionate about using her analytical skills to assist families and business owners in maximizing their accumulated wealth for retirement and a lasting legacy. Her goal is to help clients create clarity, confidence and control by safeguarding assets from risks, uncertainty and unnecessary loss.
Sean Weaver
Financial Professional
704-208-7406
Sean is an ordained minister and Financial Professional with more than a decade of experience in the financial services industry. He holds a Life license with certifications in Annuities and 403(b)/457(b) Rollovers and is certified by the National Financial Educators Council as a Financial Education Instructor.
Sean specializes in helping clients who are nearing retirement and those who are recently retired to preserve their retirement savings using tax-free strategies and supplemental income solutions that they won’t outlive.
