Experienced advisor brings specialized expertise in business succession, employee stock ownership plans, and comprehensive wealth management to the growing Denver-based firm.
DENVER, CO / ACCESS Newswire / November 4, 2026 / Crusonia Wealth Advisors LLC, an independent wealth management firm, today announced the addition of Sam Issermoyer, CFA®, CFP®, as Partner and Senior Wealth Advisor. Issermoyer brings expertise in business succession planning, investment management, and tax-efficient wealth strategies, further expanding the firm’s capabilities in serving business owners and high-net-worth individuals.
Founded in 2023, Crusonia Wealth Advisors provides integrated wealth management services to individuals and families, combining investment management, financial planning, and tax-aware strategies. Issermoyer’s addition strengthens the firm’s ability to address increasingly complex financial planning needs, particularly among privately held business owners preparing for ownership transitions and liquidity events.
A Chartered Financial Analyst (CFA®) charterholder and CERTIFIED FINANCIAL PLANNER™ professional, Issermoyer specializes in comprehensive wealth management for business owners, high-income professionals, and individuals navigating Employee Stock Ownership Plan (ESOP) transactions.
His expertise includes business succession strategies, tax-efficient ownership transitions, estate planning, investment management, and Section 1042 rollover strategies. He works closely with business owners to coordinate their personal financial planning with the complexities of selling or transitioning a privately held company.
“Joining Crusonia is an exciting opportunity to help build a firm that truly puts clients first. The firm’s independent, employee-owned structure gives advisors the flexibility, resources, and capabilities to better support business owners through major financial transitions and the years that follow,” Issermoyer said. “I’m confident that I now have the platform and tools to deliver an even higher level of service to my clients.”
Prior to joining Crusonia, Issermoyer served as a Financial Advisor at Valeo Financial Advisors and as a Portfolio Manager at a national private banking institution. He holds a Master’s degree in Trust and Wealth Management and a Bachelor’s degree in Business Administration with a minor in Economics, both from Campbell University.
A Colorado resident, Issermoyer enjoys running, cycling, reading, and exploring his interest in wine. He lives in Denver with his wife, Austen, and their dog, Hazel.
A Growing Team for an Expanding Client Base
Issermoyer joins Crusonia as the firm continues broadening its advisory capabilities for business owners, executives, and high-net-worth families facing increasingly sophisticated financial decisions.
“Sam brings a distinctive combination of investment expertise and specialized knowledge in business succession and ESOP transactions,” said Zach Pashel, Co-Founder and Managing Director of Crusonia Wealth Advisors. “His ability to help business owners navigate major liquidity events and translate those decisions into long-term financial strategies makes him a valuable addition to Crusonia.”
About Crusonia Wealth Advisors
Headquartered in Denver, Colorado, Crusonia Wealth Advisors is an independent Registered Investment Advisor (RIA) providing private wealth management services, including investment, retirement, education funding, tax, and philanthropic planning. Built to support advisors serving high-net-worth clients, the firm combines customized financial planning with thoughtful investment management.
Supported by Michaud Capital Management LLC, Crusonia operates in an independent environment designed to put client interests first.
Visit www.crusoniawealth.com to learn more.
This material is provided for informational purposes only and is not intended as an offer or solicitation to buy or sell any securities or to engage in any investment advisory or other services.
Media Contact:
Crusonia Wealth Advisors
Zach Pashel
info@crusoniawealth.com
Denver, Colorado
SOURCE: Crusonia Wealth Advisors
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