Advisor profile

At Crosby Wealth Advisors I listen and understand my clients, their unique goals and what matters most to them. Through my compassion, knowledge and vast experience, I lead clients on their journey through life to feel more confident and empowered to help pursue financial security.

Who do I help?

I work with individuals and families that are advisor receptive and interested in achieving their financial goals.

How do I help you?

Financial plans are the foundation of my relationship and I am intentional in understanding what is most important to you. I don’t settle for the standard approach. I provide a customized comprehensive financial planning approach, that is simple to understand, allowing you to reassess annually and measure your progression toward your goals.

What makes me qualified?

I am compassionate and have passion for what I do. I am responsive and highly committed to my clients’ success and I use my extensive experience with recessions, bubbles, recoveries and economic booms to help provide effective financial advice.

What does it mean to you?

Clients can have more confidence, and trust that I can lead them on a path to help achieve their goals, maintain their lifestyle, and have a professional team engaged to help them along the way.

I’m thrilled to share that Crosby Wealth Advisors has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.