Crosstown Financial Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Crosstown Financial Advisors
Team photo for Crosstown Financial Advisors

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Advisors

Advisor photo for Kathy Morrissy

Kathy Morrissy

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kathy Morrissy's website
Advisor photo for Dave Servatius

Dave Servatius

Financial Advisor

Visit Dave Servatius's website


Team

Monika Vera

Monika Vera

Client Service Manager