Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLU® Chartered Life Underwriter®

Education

  • B.S. Degree in Economics and Political Science from Westmont College

Interests

· Married and father of three.

· Philanthropy. Jeff and Leann support many organizations through the Crosby Family Trust.

· Endurance sports. Jeff has finished 23 Ironman Triathlon's (2.4 mile swim, 112 mile bike and 26.2 mile run) and has qualified for and finished Hawaii's World Championship on 8 occasions.

· Jeff has coached AAU boys and girls basketball the past 20 years.

· Jeff is a guest speaker at colleges and various investment firms.

Community participation

Crosby Wealth Advisors prides itself on helping our local community. Below are some of the foundations that make an impact on our local community:

  • Attain Housing
  • Bellevue Boys and Girls Club
  • Bellevue High Booster
  • Friends of Hoop
  • Feeding America
  • Susan G Komen 3-day

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2014 - 2020
  • Forbes Best-in-State Wealth Advisors, 2018
  • Five Star Wealth Manager, Seattle Magazine, 2017
  • Barron’s® Top 1,000 Financial Advisors, 2010 - 2013
  • Ameriprise Chairman's Advisory Council, 2000 - 2019
  • Ameriprise Circle of Success, 2002 - 2019
  • Ameriprise Diamond Ring Club, 2002
  • Ameriprise Hall of Fame, 2010