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Team

Meet The Team

With a total of 25 years in the securities industry and 27 years in the tax industry, the Crossroads Financial team is comprised of accomplished individuals with a wealth of experience. The secret to our cohesion, however, is the special consideration we place on forming lasting relationships with our clients.

We have the immense privilege of getting to know you and your family through our personalized planning process. Now, we invite you to learn more about who we are, giving you a glimpse into the integrity we possess both inside and outside of the firm

 

Currently Alyssa serves as a Client Services Associate. Alyssa assists in opening and maintaining client accounts. She enjoys helping clients on their journey to financial peace by taking care of administrative needs. She is in the...

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Jamie is the Founder and CEO of Crossroads Financial. His personal pursuit has always been to help clients find financial security and success. His 18-year retirement planning and 27-year career in tax planning make...

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A native of Honesdale, Troy graduated with a Bachelor of Science in Business Administration in 2019 from Eastern University in St. Davids, Pennsylvania with focus on Finance and Management. Troy started his finance career as a wealth...

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