Crusonia Wealth Advisors Welcomes Veteran Financial Advisors to Firm's Growing Team

Jason Alderson and Madeline Kleinman reinforce client-centric approach.

DENVER, April 8, 2025 /PRNewswire/ -- Crusonia Wealth Advisors LLC, an independent Registered Investment Advisor (RIA), is strengthening its client experience by welcoming two seasoned professionals to its team. Senior wealth advisors Jason Alderson, CFP®, CDFA®, and Madeline Kleinman, CFP®, bring extensive financial expertise, a commitment to personalized advisory services, and careful attention to clients' needs.

Dedicated to providing expert investment guidance and wealth planning, Crusonia Wealth Advisors is actively expanding its team with advisors who prioritize a holistic approach to wealth management. Co-founder and Managing Director Zach Pashel said that Alderson and Kleinman represent the firm's client-centric values.

"They prioritize clients and are true fiduciaries," Pashel said. "They share our commitment to serving clients first and will be empowered by our open architecture approach."

"When evaluating a platform to serve clients, there was no better fit than Crusonia. The technology, service, and investment support they provide greatly benefit client relationships," Alderson said. "These aspects of Crusonia will allow us to guide clients through each stage of their wealth journey. I'm excited to be part of a forward-thinking firm," Kleinman added.

Alderson brings an extensive background in financial services and a passion for advancing the financial planning profession. He previously served as a financial advisor at Private Capital Management.

As an active Financial Planning Association of Colorado member, Alderson has held leadership roles, including President and Chair. He earned a Bachelor of Science in Finance with a minor in Accounting from the Daniels College of Business at the University of Denver. He is a Certified Financial Planner Professional™ and Certified Divorce Financial Analyst™ practitioner.

A veteran financial services professional, Kleinman is committed to guiding clients through their financial journeys, offering tailored investment strategies, retirement planning, and risk management. She started her career at Charles Schwab, where she was a financial consultant and participated in the Financial Consulting Academy program. Kleinman previously worked as a financial planner at Private Capital Management.

Kleinman is a Certified Financial Planner Professional™ and holds a Bachelor of Arts degree in Integrative Physiology from the University of Colorado at Boulder and a Master of Science in Teaching in Adolescence Biology, Curriculum, and Teaching from Fordham University in New York.

"Jason and Madeline bring so much enthusiasm to the firm," Pashel said. "They align with our culture and represent the next generation of high-quality, hardworking advisors."

Crusonia Wealth Advisors welcomes Alderson and Kleinman as the firm grows its client base and professional capabilities. This intentional expansion reinforces the firm's commitment to personalized investment and financial planning services.

For more information about joining Crusonia's advisor team, contact Zach Pashel at zp@crusoniawealth.com.

About Crusonia Wealth Advisors
Headquartered in Denver, Colorado, Crusonia Wealth Advisors is 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.com to learn more.

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SOURCE Crusonia Wealth Advisors