Advisor profile


My approach

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.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
27
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

  • Jeff is married to Leann of 29 years and proud parents to three adult children.
  • Jeff and Leann have a passion for philanthropy and support many organizations through the Crosby Family Trust.
  • Jeff values personal health and fitness and spends his free time competing in the sport of Ironman Triathlons. Jeff has finished 24 Ironmans and has qualified for and finished Hawaii's World Championship on 8 occasions .
  • Jeff is passionate about helping the younger generation. He coached college basketball and was the youngest Men's head college basketball coach at the age of 29 and has since coached AAU boys and girls basketball for 20 years.

Community participation

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

  • Attain Housing
  • Bellevue Boys and Girls Club
  • Feeding America
  • Susan G Komen 3-day
  • Overlake Hospital
  • Unidos Nicaragua

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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.