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...

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...

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...