The Team

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.

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Crossland Financial Group
Crossland Financial Group

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Our Advisors

Andrea Kirk

Andrea Kirk

Financial Advisor

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

College of Notre Dame of Maryland, 1998, BA in Finance and Management
CA Insurance #0M56726

VISIT MY WEBSITE

Michael Niedzwiecki

Michael Niedzwiecki

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

VISIT MY WEBSITE

Our Staff

Sue Karsner

Sue Karsner

Client Service Manager

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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
Jeffrey Niedzwiecki

Jeffrey Niedzwiecki

Client Service Specialist

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Roles & Responsibilities

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

Jessica Ward

Office Manager

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Roles & Responsibilities

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