Our Team
Crew Capital's founding principles are SIMPLICITY and TRANSPARENCY.
We left large financial institutions because our main priority is personal. Helping you and your family reach your financial goals is why we got into the business in the first place.
Meet the crew
Robert F. Jung, CFA, CPA(inactive)
Founder and Owner
Matthew Swendiman, CFA
Financial Advisor
Peter Baden, CFA
Financial Advisor
Dan Schneider, CFP®
Senior Financial Planner
Rick Bell
Financial Advisor
Andrew Jung
Financial Analyst/Advisor
Sarah Argo
Operations Manager
Stay informed with bi-monthly updates
from the Crew.
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
Get in touch:
Email: sargo@crewcapital.com
Phone: 513-618-6460
Address: 4030 Smith Road, Cincinnati, OH, 45209
© Crew Capital 2023 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.