Crossroads Wealth Management has brought together a team of specialists to ensure our clients receive efficient, expert and friendly wealth management advice and servicing.
Crossroads Wealth Management and our team of financial advisors, with over 90 years of combined financial services experience, will coordinate the wealth management process for you. Our advisors will help you to identify your goals and they will work with you to implement a series of strategies that will help you to pursue your vision for the future.
Our team of LPL Wealth Advisors includes:
Lynly has been with us since 1989 and ensures that our clients receive the best possible service. Lynly is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query. View my background on FINRA's BrokerCheck.
D'Lesa will book appointments for you and is the first face you see when you enter our office. She is responsible for all of the new business and service work for our investment clients.
Barb's primary role is to help the team initiate and maintain the client service standards as identified and developed by Crossroads Wealth Management. This includes managing the Customer Relationship Management software and ensuring client information and activities are kept completely up-to-date.
Because your financial situation is often complex, Crossroads Wealth Management typically works directly with other professionals to design and implement the strategies that will help you to work toward your goals. We rely on a network of professionals who provide technical advice as required.
The professionals Crossroads Wealth Management works with include:
