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.

Close

Crossland Financial Group
Crossland Financial Group

View Larger

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

More about me...

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

More about me...

Roles & Responsibilities

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

Jessica Ward

Office Manager

More about me...

Roles & Responsibilities

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