McCrossan & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Lauren E Denicholas

Lauren E Denicholas

Financial Advisor

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Jeremy  Vaught

Jeremy Vaught

Associate Financial Advisor

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Luke Ribich

Luke Ribich

Associate Financial Advisor

Visit Luke Ribich'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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