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 Crosby, CFP

Financial Advisor

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 Snowberger

Client Service Lead

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.

Reilly Veneman

Client Service Associate

Reilly joined Crosby Capital Advisors in December 2023 as a Client Service Associate, where she plays an important role in delivering a high-touch client experience. She works closely with clients to assist with account-related requests and service needs, approaching each interaction with attentiveness, professionalism, and care. Known for her thoughtful communication and strong attention to detail, Reilly is committed to ensuring clients feel supported and well cared for throughout every step of the process.

Based in North Idaho, Reilly enjoys spending time with family and friends and taking advantage of the outdoors whenever she can. Whether she’s at the lake with her niece and nephew or enjoying a variety of hobbies, she values a balanced and active lifestyle. She is also actively involved in her church community at Calvary Rathdrum.

Joanna Grammatico

Client Service Associate

Joanna joined the team in February 2025 as a Client Service Associate. She earned her bachelor’s degree in Business Administration with a concentration in Marketing from California State University, Stanislaus in 2024. In her role as a Client Service Associate, she enjoys building strong relationships with clients and helping create a seamless, positive experience through clear communication and attention to detail. Joanna is also continuing to grow professionally as she works toward her SIE certification and expands her knowledge of the financial services industry.

Outside of work, Joanna enjoys staying active and spending time outdoors. You can often find her paddleboarding at Lake Alpine, playing pickleball with friends and family, or snowboarding at Bear Valley Mountain Resort.

Jeofre Strandhagen

Client Service Associate

Jeofre joined the team in May 2026 as a Client Service Associate. Prior to joining the firm, he worked as a property accountant, where he gained experience in real estate accounting and financial operations. Through that experience, he developed strong analytical, organizational, and problem-solving skills, along with an appreciation for collaborative, team-oriented work.

Jeofre graduated from Franciscan University of Steubenville in 2024 with a B.S. in Finance. Outside of work, he enjoys spending time with family, spearfishing along the coast, backpacking with his wife, and playing lacrosse for his men’s league team, the Sacramento Brewers. He and his wife, Malani, live in Riverbank and are expecting their first child this fall.