Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education

Our Vision and Mission

Crosstown Financial Advisors is a professional and reliable member of our community that promotes confidence and enthusiasm in generational wealth management through comprehensive goals-based planning.

Our team utilizes direct and consistent communication with our clients and provides robust financial planning tools and education to help them prioritize and reach their financial goals.

Our mission is to create a community that supports and encourages each other while working to reach their goals. We provide the support and knowledge to make the future possible while feeling confident enjoying the present.

Our photos

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