Our Team

Greg has spent more than four decades advising individuals, families, and business owners across Northern California.  Over that time, he has built a practice rooted in long-term relationships, steady guidance, and a deep understanding of how financial decisions shape real lives over time.

He works closely with clients to navigate the complexities of the financial landscape—through both strong markets and challenging ones—helping them make thoughtful decisions aligned with their broader goals.  Greg is known for bringing clarity to complex topics, offering straightforward, practical guidance so clients can move forward with confidence.

At the center of his approach is a commitment to integrity, consistency, and personal attention.  Clients value not only his experience, but his steady presence and ability to guide them through important decisions with perspective and care.

Greg is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA®).  He is affiliated with Osaic and Southland Equity Partners, he holds Series 7, 24, and 63 registrations, and is also licensed in life and health insurance.  He earned his Bachelor’s degree in Political Science with minors in History and Economics from California State University, Stanislaus, graduating Magna Cum Laude.

Outside the office, Greg and his wife, Reta, enjoy spending time with their four grown children and their spouses and 12 grandchildren.  He is also an active member of Calvary Chapel Modesto and spends leisure time at the family’s mountain cabin, enjoys following baseball, fly fishing, reading history, and traveling.

Alan is a Partner at Crosby Capital Advisors. He began his career in 2010, in the wake of the Global Financial Crisis, which shaped his perspective on risk, discipline, and long-term investing and continues to influence how he advises clients today.

Alan works with clients and families navigating complex financial decisions, including investment strategy and portfolio management, tax planning, and structuring wealth over time. Much of his work involves concentrated positions, liquidity events, and planning for the next generation. He guides clients through these decisions with a steady, long-term approach, focused on bringing clarity, simplifying where possible and being deliberate when needed.

He believes wealth should be handled with intention, managed with stewardship, aligned with the legacy a family wants to build, and used in a way that reflects what matters to them. Clients value Alan for his judgment, clarity, and consistency. He takes the time to understand each situation, communicates clearly, and stays engaged from planning through execution.

Alan lives in the East Bay with his wife, Erin, and their three children. Life is full—split between time with close friends, making memories as a family, and, depending on the season, coaching and keeping up with his kids on the soccer field or at the ballpark. A graduate of Cal Poly, San Luis Obispo, he is involved in his local church and, when time allows, enjoys roasting his own coffee and trying to dial in a good cup.

Melissa is a dedicated Registered Assistant with 21 years of experience in the Financial Services Industry and has been an integral part of the team at Crosby Capital Advisors for 18 years. She provides exceptional client support and operational excellence. Holding both Series 7 and Series 66 licenses, she is passionate about helping clients experience elevated service while leading and managing a high-performing client services team. Known for her attention to detail, professionalism, and commitment to building strong client relationships, Melissa takes pride in creating a seamless and personalized experience for every client she serves.

Outside of work, Melissa enjoys spending time with her husband, Mike, daughter Elise, and son Ty Russell in the beautiful Pacific Northwest. She also loves traveling and shares a passion for designing and building projects with her husband, combining creativity and craftsmanship both at home and in life.

 * Not registered with FSC Securities Corporation.   

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