Crossland Financial Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Michael Niedzwiecki

Michael Niedzwiecki

CFP®

Financial Advisor

Managing Partner
Visit Michael Niedzwiecki's website
Andrea Kirk

Andrea Kirk

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Andrea Kirk's website

Team

Jessica Ward

Jessica Ward

Office Manager

Roles & Responsibilities

  • Client Service
  • Meeting scheduling, preparation, and follow-up
  • Reception of clients, visitors, and mail
  • Management of all vital office functions
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Susan Karsner

Susan Karsner

Client Service Manager

Roles & Responsibilities

  • Online Client Experience
  • Client Service
  • Events & Social Media
  • Financial Plan Editing and Workflow Managment
  • Client Applications & Money Movement
  • Meeting Scheduling, Prep & Follow-up
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Jeffrey Niedzwiecki

Jeffrey Niedzwiecki

Client Service Specialist

Roles & Responsibilities

  • Investment Analysis
  • Client Service
  • Client Meeting Preparation
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