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Team
- Adam Nikulicz
- Andrea Broughton, CPA
- Ashton Liesfeld
- Carrie Chalifoux, CFP®, CPA
- Chloe Van Zandt, CFP®
- Claire Craighill, CFP®
- Cori Schmidt
- Corinne Jacob-Rath
- Dean Williams, CPA, CFP®
- Ethan Carter, CPA
- J. Kevin King, CPA, CFP®
- Jeneé Murphy
- Jonathan Bailey, CPA, CFP®
- Kierston Koplin
- Mitchell Crowder, CFP®
- Rebecca Smith
- Stephanie Stumpf, CPA, PFS, CFP®, CTFA
Posts
- How to Manage Stock Compensation: RSUs, ISOs, NQSOs, & ESPPs
- Stephanie Stumpf, CPA, CFP® Named to InvestmentNews’ 2026 $100M Club: Top Female Advisors
- How High Earners Can Use the Mega Backdoor Roth to Build More Tax-Free Wealth
- Stephanie Stumpf Named One of AdvisorHub’s 50 Women RIAs to Watch in 2026
- Q1 2026 Market Review: Staying the Course in a Volatile Quarter
- Health Coverage Before Medicare: What Every Early Retiree Should Know
- Wealth Crossing Included on Wealth Management’s 2026 RIA Edge 100
- Navigating 2026 SALT Deduction Rules: What Individuals Need to Know
- How to Execute a Backdoor Roth IRA Using Non-Deductible Traditional IRA Contributions
- Retiring in Five Years: How to Build a Tax-Efficient Drawdown Strategy in 2026
- Closing the Book on 2025: Markets, Momentum, and What Comes Next
- Diversifying Wealth Outside Your Business: A Financial Wellness Guide
- WealthCrossing Named to Financial Planning’s Best RIAs to Work For in 2025
- The Role of Family Meetings in Protecting Multi-Generational Wealth
- Dean Williams Interviewed for Forbes Article on Smart Gifting Strategies
- CNBC Honors WealthCrossing on America’s 100 Top Financial Advisory Firms Ranking
- The Next Chapter: Maximizing Wealth in Retirement
- WealthCrossing earns Forbes America’s 2025 Top RIA Firms Ranking Accolade
- Q3 Market Commentary: Finding Steady Ground in a Shifting Landscape
- Rethink Your Charitable Giving for 2025 and Beyond
- Smart Investing Starts with Smart Tax Planning
- WealthCrossing Named on Financial Advisor’s 2025 RIA Ranking
- One Big Beautiful Bill Act of 2025 — Key Highlights
- Clearer Thinking, Better Investing: Why Process Beats Prediction
- Markets Rise, Headlines Fade: Reflecting on Q2 2025
- How WealthCrossing Partners With You: Our Six-Step Process
- WealthCrossing’s Jonathan Bailey Interviewed on Aligned Money Show
- The Gift of a Lifetime: 5 Core Concepts for Thoughtful, Tax-Efficient Wealth Transfer
- How to Make Your Retirement Cash Flow Work for You
- WealthCrossing named on RIA Edge 100 by WealthManagement.com
- Stock Options and Your Financial Plan: What You Need to Know Before You Cash In
- The Gift of Education: Options for Grandparents
- When Inheritance Includes Loss: Navigating Widowhood with Financial Clarity
- WealthCrossing: Pioneering a New Era in Wealth Management
- Retiring in Five Years or Less? Some Points to Consider
- Wrapping Up 2024, Kicking Off 2025: Year-End Tax Planning
- Market Update: Corrections, Bear Markets and Recessions
- Five Key Things from Biden’s Tax Proposals
- Tax Reform Under Biden: On Hold for Now?
- Trusts In Captivity
- The SECURE Act Changes Retirement Planning
- WealthCrossing Community Give Back Day
- Family Meetings – How Can They Help Your Family?
- The Charitable Deduction Has Changed – Has Your Charitable Giving Strategy Changed With It?
Webinars
- What You Need to Know About Early Retirement
- Economic & Market Outlook 2026
- Empowering vs. Enabling the Next Generation
- Strategies for Tax-Efficient Education Funding
- Mid-Year Market Outlook 2025
- Income Planning and Managing Taxes in Retirement
- 2025 Market Outlook: Building Resilient Investment Portfolios
- Navigating Deferred Compensation Elections: Key Questions to Ask
- 2022 Market Recap and 2023 Outlook & Economic Themes