Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Christopher A Forbes

CFP®, APMA

Financial Advisor

Founder of Crosstown Financial Advisors
Learn more about Christopher A Forbes Visit Christopher A Forbes's website

Kathy Morrissy

CFP®

Financial Advisor

Learn more about Kathy Morrissy Visit Kathy Morrissy's website


Our team

John Seper

Client Service Manager