Crestpoint Financial Group

Our vision at Crestpoint Financial Group is to enrich lives by helping empower our clients to make informed financial choices that can guide them toward a future marked by financial clarity and authentic personal accomplishment.

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Team photo for Crestpoint Financial Group
Team photo for Crestpoint Financial Group

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Advisors

Advisor photo for Caitlin Kerswell

Caitlin Kerswell

MBA, CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Caitlin Kerswell's website
Advisor photo for David Houbre

David Houbre

BFA, APMA®

Financial Advisor

Visit David Houbre's website


Team

Mary J. Smith

Mary J. Smith

Client Service Coordinator

Joanne McCarthy

Joanne McCarthy

Paraplanner

Bishakha Buragohain

Bishakha Buragohain

Client Service Specialist