Client Service & Marketing Manager

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Office Locations: Emerald Isle, Kinston and Wilmington, NC

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Serena Koltzau

Serena was born in Salinas, California, and moved to North Carolina in 2002. Serena has worked in the financial industry for more than 12 years.

Serena joined Crossbridge Financial Group in 2019 as a client service and marketing manager, supporting private wealth advisor Michael E. Spears and Marvin Vick. In her current role, Serena helps the team with managing the social networks and client database as well as providing excellent client service in her scheduling, mailings, and other various client-related services.


Serena resides in Currituck, which is about 40 minutes from Kitty Hawk in the Outer banks.  Family, faith, and pets are very important in her life, as well as impasto oil painting. Currently, her work is shown in three art galleries in the community. The family has a Bernadoodle dog named Charlie, two cats named Scotty and McKenzie, and an indoor bunny named Biscuit.

Our Team



Michael E. Spears, CRPC®, APMA®


Wendy Mitchell


Locations that Serve You: Cary, Emerald Isle, Kinston, Wilmington, North Carolina.

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