I'm Ernie Cave, the founder and CEO of Cave Wealth Management, a boutique financial advisory firm that helps individuals and families achieve their financial goals. I am a graduate of Florida State University, with a degree in Finance and have been working in the financial services industry since 2005. I am also a Certified Financial Planner (CFP).
Growing up, my parents instilled in me the importance of serving others. My dad was a firefighter, and my mom was a police officer, and they both volunteered in our community and at church. Seeing their dedication to service had a profound impact on me and shaped my values and approach to helping others.
I've always had a passion for problem-solving and helping people, which led me to pursue a career in the financial services industry. I enjoy understanding complex financial concepts and developing customized strategies to help my clients achieve their desired outcomes.
As the founder of Cave Wealth Management, I'm committed to staying up to date on the latest financial trends and best practices. I believe that continuous learning is essential to providing the best service to my clients. To that end, I read extensively and attend industry conferences and seminars to expand my knowledge and skills.
In addition to my work, I enjoy spending time with my family, including my wife Ashley and our two children, Marshall and William. We love to spend time outdoors, whether it's biking, boating, or playing with the kids in the yard. It's important to me to maintain a healthy work-life balance and make time for the things that matter most.
I'm also actively involved in my community and volunteer my time and resources to various charitable organizations. I believe in giving back to others and making a positive impact in people's lives.
I'm Corey, and I'm from Jacksonville, FL. I played baseball in college and obtained my bachelor’s in business administration from Charleston Southern University. My passion for finance started at a young age, as I grew up in a close-knit family where everyone worked in finance.
After college, I pursued my love of baseball and played independent professional league baseball for three years. After that, I transitioned into coaching for three years. However, my passion for finance persisted, and in 2019, I joined Cave Wealth Management as a Client Relationship Manager.
I take pride in building strong relationships with clients and providing them with the highest level of service possible. I love interacting with clients on a personal level and being a key contact person for all their service needs.
When I'm not working, I enjoy spending time with my family, including my parents and sisters who also reside in Jacksonville, FL. I also love outdoor activities such as going to the beach, bike riding, or attempting to surf.
I’m Karen Crawford and I am from Jacksonville, FL. I have an extensive background in the finance industry and bring a wealth of knowledge and experience to the table. I retired in 2022 from full time work but I maintain a passion for the helping people and the Cave Wealth Management, which I have been doing since 2013.
I began working with Ernie in 2013, contributing as a valuable part time team member. In 2022, I transitioned into retirement from full-time work but continue to work at Cave Wealth Management part time. This allows me to stay connected to the industry I am passionate about and I particularly enjoy getting to stay in touch with our clients throughout the year.
Outside of work, I cherish spending time with my family and enjoy activities such as camping and cruising. I have a passion for travel and love exploring different places. Relaxing with friends is another way I find joy and rejuvenation. Additionally, I have developed a hobby in cooking and have taken several classes to hone my skills in various techniques, preparations, and flavors.