Crossland Financial Group

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Andrea Kirk

Andrea Kirk

Financial Advisor

Visit Andrea Kirk's website
Michael Niedzwiecki

Michael Niedzwiecki

Financial Advisor

Visit Michael Niedzwiecki's website

Team

Sue Karsner

Sue Karsner

Client Service Manager

Roles & Responsibilities

  • Online Client Experience
  • Client Service
  • Events & Social Media
  • Financial Plan Editing and Workflow Management
  • Client Applications & Money Movement
  • Meeting Scheduling, Prep & Follow-up
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Jeffrey Niedzwiecki

Jeffrey Niedzwiecki

Client Service Specialist

Roles & Responsibilities

  • Investment Analysis
  • Client Service
  • Client Meeting Preparation
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Jessica Ward

Jessica Ward

Office Manager

Roles & Responsibilities

  • Client Service
  • Meeting scheduling, preparation, and follow-up
  • Reception of clients, visitors, and mail
  • Management of all vital office functions
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