McCrossan & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Luke Ribich

Luke Ribich

Associate Financial Advisor

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Jeremy Vaught

Jeremy Vaught

Associate Financial Advisor

Visit Jeremy Vaught's website
Lauren E De Nicholas

Lauren E De Nicholas

Financial Advisor

Visit Lauren E De Nicholas's website

Team

Jennifer L. Henrich

Jennifer L. Henrich

Operations Director

Qualifications

  • 20 years with McCrossan & Associates

Roles & Responsibilities

  • Client event planning.
  • Manages practice finances.
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Theresa Murphy

Theresa Murphy

Assistant

Qualifications

  • Associates Degree in Accounting and Business Management
  • Notary

Roles & Responsibilities

  • Manages the front desk.
  • Assists all team members when needed.
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