Our Team

Charles Crilly

Charles Crilly

Founder & President

Charles@ivorywealthmgmt.com

Jeremy Soboleski

Jeremy Soboleski

Senior Vice President & Retirement Plan Specialist

Jeremy@ivorywealthmgmt.com

Kathy Hofmann

Kathy Hofmann

Operations Manager

Kathy@ivorywealthmgmt.com

Tiffany Knoop

Tiffany Knoop

Vice President & Financial Advisor

Tiffany@ivorywealthmgmt.com

Quentin Elliott

Quentin D. Elliott

Senior Vice President & Fixed Income Strategist

Quentin@ivorywealthmgmt.com

Kelly Leblanc

Customer Service Specialist

kelly@ivorywealthmgmt.com