McCrossan & Associates

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Team photo for McCrossan & Associates
Team photo for McCrossan & Associates

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Advisors

Christopher J Mc Crossan

CFP®, ChFC®

Private Wealth Advisor

Business Financial Advisor
Visit Christopher J Mc Crossan's website

Luke Ribich

CRPC

Associate Financial Advisor

Visit Luke Ribich's website

Lauren E De Nicholas

CFP®, MBA

Financial Advisor

Visit Lauren E De Nicholas's website


Team

Mary Boland

Client Service Specialist

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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