- Who We Are
- Our Team
Get to Know Our Team
Our WealthCrossing team members have a lot in common. They work hard, listen carefully, and bring a clients-come-first mindset to all they do.
- Financial advisors and planners
Our client advisory team
Every one of us is accountable to each other, the firm—and those we serve. Our advisors are experienced in wealth management and the founders are EY (Ernst & Young) veterans. For all the ways our people share key characteristics, we’re careful to cultivate the differences that make us a better, stronger and more effective organization. Our individual temperaments, talents, knowledge and experience complement one another’s, helping us achieve our purpose of improving clients’ lives.
- Client services
Our client services team
Our client services team thrives on collaboration and accountability. Each team member brings unique strengths and perspectives, creating a dynamic group focused on making a positive impact. Together, we combine our experience and care to support our advisors’ needs and clients’ financial journeys.
- Business services
Our business services team
Our business services team combines skill and collaboration to keep our operations running smoothly, supporting the work we do for our clients.
What's your vision of financial success?
- Let's talk
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