About Us

Jeff Schulz grew up in North Dakota and moved to Texas for college. He played college baseball at Texas Tech University and eventually went on to graduate with a degree in Physical Therapy.  He worked as a Physical Therapist for 16 years and left the field to help others with Retirement & Estate Planning now for 14 years.  Jeff has a calm and relaxed personality, builds relationships on trust, responds to clients in a timely manner, and has a caring demeanor.  He is married with a beautiful wife, a daughter in college, and resides in the Tampa, FL area.  He enjoys the outdoors, traveling, spending time with his family, anything athletic, and having a strong spiritual life.

Ed Kaiser is an award-winning legal professional with over ten years of multi-jurisdictional and multi-disciplined legal practice.  His expertise spans multiple practice areas, including real estate, business law, estates and trusts, litigation, and dispute resolution.  As a legal advisor, Ed prioritizes open communication and personalized approach, fostering strong client relationships built on trust, empathy, and mutual respect.  Ed's clients appreciate his easy-going demeanor and ability to explain complex legal concepts in a clear and understandable manner, empowering them to make informed decisions about their legal matters.  

Led by Nevada trust company pioneer and veteran Greg Crawford CEO of Crawford Trust Company.  Crawford Trust specializes in complex estate planning and optimization. However, we have no issues with keeping it simple.

Leveraging Nevada’s industry-leading trust and tax laws, Crawford Trust collaborates with attorneys, CPAs, financial advisors, insurance professionals, and directly with the families we serve in administering trusts per the terms of trust documents.

Crawford Trust is headquartered in Dayton, Nevada. However, we serve as Nevada trustee facilitating domestic and international families with multigenerational successive planning while preserving and protecting legacies under Nevada’s robust trust and tax laws.

Caroline Nahm as an Integrated Trust Systems Funding Specialist, she walks clients through the process of funding their eStatePlan arranging their consultations with eStatePlan principals and helping them secure the necessary funding

documents to make their plan a success.

“I have always enjoyed working directly with people who appreciate that we take the time to make them comfortable every step of the way.”

Married for 27 years and with two grown sons, Caroline likes to spend her time with her family and enjoys cooking, reading, exercising, and rescuing dogs.

Amber has 10+ years of experience in the financial and insurance industry.  She specializes in client onboarding and insurance solutions for clients.  She is dedicated to delivering an excellent client experience and building strong relationships that drive value, retention, and growth.  

Amber earned her Bachelor of Science degree in Public Relations from East Carolina University. 

Rebecca is an Associate Director and Funding Specialist.  Throughout her years in the financial services industry, she has successfully developed and maintained relationships with her clients by providing them with personalized service.  Her responsibilities include client onboarding and facilitating client communication.  

Rebecca earned a Bachelor of Science degree in Information Technology from Liberty University.