Financial advisors, CPAs, investment professionals, and operations specialists working together across our Long Beach and Fort Collins offices.
Jason Crawshaw
CEO / President / CPA
Jason C. Crawshaw, CPA, President of William Allan, Inc., has worked in capital markets and financial services for more than 33 years. Mr. Crawshaw started his career as a CPA with a Big Eight public accounting firm and moved into advising clients in 2001 as the co-founder of the investment advisory firm Crawshaw Capital Management, LLC. In addition to co-founding Crawshaw Capital, Mr. Crawshaw started the investment partnership TWG Holdings, LLC.
Having begun his career in public accounting with the Deloitte & Touche Financial Services Division, Mr. Crawshaw moved into private industry in 1994, where he spent five years with Farmers Insurance Group's finance operation, specializing in securities reporting. He ended his career with Farmers as the Chief Financial Officer of FFS Holding, LLC, the parent company of Farmers' NASD-registered broker-dealer, for which he also served as the Financial and Operations Principal.
After serving in the United States Air Force, Mr. Crawshaw attended Loyola Marymount University in Los Angeles, where he graduated cum laude in 1992 with a Bachelor of Science degree in Accounting. He holds a CPA license in California and has successfully completed the NASD Financial & Operations Principal examination (Series 27) and the NASD Uniform Investment Adviser Law examination (Series 65).
Mr. Crawshaw is the co-founder of the Gracie Charitable Trust, a 501(c)(3) organization dedicated to helping students make it to college and finding a cure for cancer. In his spare time, he enjoys playing golf with his family, traveling and hiking.
Marcus Crawshaw
Chief Investment Officer
Marcus has been a principal with William Allan since 2013. In addition to managing his client relationships, his primary role is portfolio analyst and manager. Prior to William Allan, Marcus founded the investment advisory firm The 56 Group in 2001.
Marcus' investment interest spans beyond the past quarter century as a professional advisor. It began in 1991 when Jason and Marcus formed an investment club, The Westmoreland Group, which later evolved into a private investment group - TWG, LLC - where they served as managing partners. Those years helped refine elements of the investment approach that later informed William Allan's equity strategy.
In addition to his investment background, Marcus gained experience in corporate America through analyst roles at the space and defense firm TRW, Inc., and the strategic consulting firm Booz Allen & Hamilton.
Beyond public markets, Marcus's entrepreneurial spirit led him to acquire The Wine Crush, LLC - a boutique wine shop and tasting room - in 2006. In his free time, Marcus enjoys life with his wife and their three young children, and spends time coaching youth sports, staying active, and playing golf.
Jeannette Crawshaw
Director of Operations, CPA
Jeannette Crawshaw is a Certified Public Accountant and co-founder of William Allan, Inc., where she has served as Director of Operations since 2010. Jeannette specializes in financial oversight, operational efficiency, and compliance, helping maintain high standards across client tax, advisory, and fiduciary services.
Her career began in institutional finance, including roles at Bank Paribas and Farmers Insurance Group, where she led major initiatives. Her experience spans securities accounting, internal audit, reconciliations, and regulatory reporting for complex portfolios.
Jeannette holds a B.S. in Accounting from Colorado State University and is a licensed CPA and member of the AICPA. She has served as Finance Chair on the board of Chaminade College Preparatory and was inducted into the Colorado State University Athletic Hall of Fame. Jeannette enjoys playing golf with her husband and three sons, cycling classes and watching bald eagles.
Andrew Moretine
Associate Advisor
Andrew has been an Associate Financial Advisor with William Allan since August 2017. He works with individuals and families on planning topics ranging from retirement considerations to investment management, with a focus on long-term relationships and clear communication.
He earned his Bachelor of Business Administration with an emphasis in Finance from Loyola Marymount University in May 2017. Prior to that, he received a scholarship to play collegiate golf at Immaculata University, an experience that helped shape his discipline, focus, and competitive mindset - qualities he brings to his work with clients today.
Outside of work, Andrew enjoys spending time with his wife, two children, and two dogs. You can often find them at local sporting events - especially Dodger or UCLA games - or at Disneyland. He values family, integrity, and helping others achieve long-term financial peace of mind.
Victor Crawshaw
Founding Systems Architect
Victor Crawshaw is the Founding Systems Architect at William Allan and a co-creator of WAnalytics, the firm's proprietary platform for portfolio management, trading operations, and in-depth equity analysis.
Victor contributes to the firm's ongoing research and analytical efforts, supporting the investment team with data-driven insights and quantitative analysis.
Ryan Helzer
Finance Operations Specialist
Ryan Helzer grew up moving frequently due to his father's service in the U.S. Air Force but considers Colorado home. He began his college education at Colorado State University before transferring to Western Colorado University, where he earned a degree in Mathematics with minors in Data Analytics and Economics.
Ryan's professional experience includes time as a Financial Advisor at Northwestern Mutual, where he worked on financial planning strategies for clients. Currently, he supports the firm by brokering vendor relationships and maintaining the accuracy of back-office accounting systems, as well as preparing tax returns and resolving client tax issues with the IRS and state taxing agencies.
Outside of work, Ryan enjoys playing golf on weekends and spending time with his wife and their two dogs.
Ian Bearss
Brand Development
With a background spanning high-touch hospitality, wine education, and luxury lifestyle experiences, Ian brings a fresh, client-first perspective to the world of wealth management. At William Allan, he leads marketing, digital strategy, and brand development - helping to bridge timeless investment discipline with a modern, accessible message.
He is the architect behind the firm's updated digital presence, voice, and client acquisition systems, including outreach strategies for high-net-worth individuals, referral networks, and partnership channels. His work focuses on making financial strategy feel approachable without sacrificing clarity or credibility.
Outside of William Allan, Ian is a creative entrepreneur with a strong interest in golf, design, and private events. He's currently building ventures that blend exclusivity with impact - always with an eye on long-term legacy.
Jimmy Monti
Business Development
Jimmy Monti leads business development at William Allan, focusing on expanding the firm's reach and building relationships with prospective clients, referral partners, and strategic alliances.
His work bridges the firm's investment expertise with new opportunities for growth, ensuring that more individuals and families have access to William Allan's fiduciary wealth management services.
