Our Team
Alan Crosby
Financial Advisor
Alan joined the firm in 2013 as a Registered Representative and Investment Advisor with FSC Securities Corporation. As an advisor, he works with individuals and small business owners developing solutions for retirement, college saving...
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Greg Crosby,
Financial Advisor
Greg has been working with individuals and businesses in Northern California for 30 years. During this time, he has grown a practice that has succeeded through its dedication to developing lasting relationships with each of his clients...
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London Claus
Client Services
London joined us in March 2019 as a Client Services Assistant and is Series 7 registered. Prior to joining our team, London worked as an account executive for a company in the Bay Area. London graduated with a B.A. from CSU, Stanislaus...
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Melissa Snowberger
Client Services Lead
Melissa has been an important part of our team since April of 2008. As the Client Services Lead, she is responsible for operations and client care. She is a Registered Assistant and is Series 7 and 66 registered.Prior to joining our...
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Nancy Nelson
Client Services
Nancy joined the team in April of 2008 as administrative assistant to Greg's business partner, Tony Trevino. With Tony's passing in 2015, she now serves all clients of the practice as a valued member of our Client Services Team. Prior...
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