Meet Our Client Services Managers
Crystal Elkins
CLIENT SERVICES MANAGER
Crystal is a Client Services Manager with Advanced Wealth Preservation. Crystal has 16 years of client and customer service experience including 10 years at Wells Fargo Advisors and A.G. Edwards where she helped clients achieve and maintain their financial goals. Crystal is driven to make sure all Advanced Wealth Preservation clients have the best possible service and experience.
In her free time, Crystal enjoys being a mother of two, going to the beach and spending time with family. You can reach Crystal at Crystal@ADVWP.com or 908-743-0005.
Bethany Salzano
CLIENT SERVICES MANAGER
Bethany is a Client Services Manager with Advanced Wealth Preservation, bringing over a decade of experience in finance, investor relations, and client success. She has an extensive background in luxury real estate finance and private investment, where she managed high-profile investor relationships, structured multimillion-dollar transactions, and implemented strategies to optimize portfolio performance. Bethany is dedicated to helping Advanced Wealth Preservation clients protect their wealth and create long-term, worry-free financial plans with clarity and confidence.
In her free time, Bethany enjoys traveling, sailing, and spending time with her family. You can reach Christie at Bethany@ADVWP.com or 908-228-0404.
Lorilee Fontana
CLIENT SERVICES MANAGER
Lorilee Fontana is a Client Services Manager with Advanced Wealth Preservation. Lorilee has over 16 years’ experience as a Medical Financial Advisor servicing clients with their unexpected medical expenses and needs. Lorilee is dedicated to building strong, lasting relationships with Advanced Wealth Preservation clients through her attentiveness and personalized service.
In her free time, Lorilee enjoys spending time with her husband, daughter and their new pup, Jackson. You can reach Lorilee at Lirilee@ADVWP.com or 908-228-0296.