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Our Firm

Inspired By Our Mission

Your road to financial security is paved with unique obstacles and opportunities. While goals and circumstances are ever-changing, we strive to ensure Crossroads Financial is the one constant among your many variables. This is why the first, most important investment we make is in our relationship with you and your loved ones. Our mission is to build a foundation of trust which enables us to develop a lifelong partnership and prepare you for any path.

The philosophy behind this connection with clients is simple: we treat you exactly how we want to be treated. Our dedicated professionals transcend the average advisor-client relationship by creating a family-like atmosphere where you feel involved and in control of your financial life. We are your reliable consultants, your key confidants, and your sounding board for decisions big and small. When it comes to realizing your dreams, the care and concern we have for you inspires the tailored advice you receive.

Guided By Our Passion

Working with individuals who are positive, goal-oriented, and humble fuels our passion to help our clients and our community. Crossroads Financial is both committed to the wealth and well-being of those we serve and driven to extend our influence beyond the office. The ultimate measure of our success is in the lives we touch and the impact we make. Because of this, giving back has become an essential part of our culture.

Once a year, we invite our friends, family, and clients to join us in supporting the Children’s Advocacy Center of Northeast Pennsylvania by collecting necessities for the center and the children who rely on their care. Additionally, Jamie is a SCORE mentor to men and women who are starting their own businesses and volunteers for Maryland CASH Campaign, an organization which advocates financial education.

Meet The Team Working For You