Rachel McGuire and Meghan Ide Reflect Firm's Commitment to Service
Crusonia Wealth Advisors LLC, an independent Registered Investment Advisor (RIA), is expanding its team, welcoming Rachel McGuire as a partner and senior wealth advisor and Meghan Ide as associate wealth advisor. The addition of these high-performing advisors allows Crusonia to reach a broader and more diverse set of clients.
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“At Crusonia Wealth, we're building a team of experienced, dedicated advisors who share a passion for guiding clients on their financial journey,” said Co-Founder and Managing Director Zach Pashel. “Our growth reflects our commitment to thoughtful planning and personalized service.”
He added, “Rachel and Meghan understand that each client is a valued partner. They both bring deep experience in financial services and investment strategy, along with a strong commitment to client service.”
A seasoned investment advisor, McGuire said Crusonia Wealth shares her commitment to building authentic relationships with clients and crafting tailored solutions.
“My foundation in investment management and integrated financial planning enables me to bring technical expertise to support my clients' financial journeys. But more importantly, I'm deeply committed to authenticity, listening, and building meaningful relationships. At Crusonia Wealth, I look forward to collaborating with clients in a way that's both strategic and personal.”
McGuire is a Certified Financial Planner (CFP®) and holds the Chartered Financial Analyst designation.
Most recently, McGuire was a senior financial advisor at Private Capital Management. She previously worked as director of analytics and trading for The Milestone Group and as portfolio implementation manager for Oxford Financial Group.
Pashel said McGuire embodies Crusonia Wealth's core values. “Rachel is committed to building trusted client relationships and delivering personalized, goal-driven financial guidance and solutions,” he said.
McGuire earned a Bachelor of Science in Finance from the University of Evansville. She is a member of the CFA Society of Colorado.
Ide brings extensive experience in client services and portfolio management. As an associate wealth advisor, Ide will work closely with Rachel and the team at Crusonia to support clients.
“I'm excited to collaborate with our dedicated advisors to build lasting relationships with clients and work to realize their financial goals,” Ide said.
Ide has held roles at respected financial firms, including Private Capital Management, Auric Capital Partners, Merrill Lynch Private Banking, Northern Trust, and William Blair & Company.
“Meghan's deep experience and eye for detail will enhance our client experience and help achieve their aspirations,” Pashel said.
Ide earned a Bachelor of Finance from Lehigh University and is a CFA Level II candidate.
For more information about joining Crusonia's advisor team, contact Zach Pashel at zp@crusoniawealth.com.
About Crusonia Wealth AdvisorsHeadquartered in Denver, Colorado, Crusonia Wealth Advisors LLCis an independent Registered Investment Advisor (RIA) offering private wealth management, including investment, retirement, education funding, tax, and philanthropic planning. The firm provides a superior platform for advisors to focus on high-net-worth clients through customized financial planning and investment management. Supported by Michaud Capital Management LLC,Crusonia offers an independent and agnostic environment that prioritizes client needs.
Visit www.crusoniawealth.comto learn more.
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SOURCE Crusonia Wealth Advisors
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