Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Christopher J Mc Crossan

Christopher J Mc Crossan

CFP®, ChFC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Christopher J Mc Crossan Visit Christopher J Mc Crossan's website
Advisor photo for Lauren E De Nicholas

Lauren E De Nicholas

CFP®, MBA

Financial Advisor

Learn more about Lauren E De Nicholas Visit Lauren E De Nicholas's website
Advisor photo for Luke Ribich

Luke Ribich

CRPC

Associate Financial Advisor

Learn more about Luke Ribich Visit Luke Ribich's website


Our team

Denise Caldwell

Denise Caldwell

Executive Assistant

Kyle Madison

Kyle Madison

Paraplanner

Qualifications

  • Experienced financial services professional with 5+ years of retail investment management experience. Series 7 and 66 Licensed.

Roles & Responsibilities

  • • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
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