Crossvine A Financial Planning Firm
Crossvine A Financial Planning Firm

Crossvine A Financial Planning Firm Information

Contact top employees from Crossvine A Financial Planning Firm

Summary

Crossvine A Financial Planning Firm provides comprehensive and holistic financial planning to our clients by integrating insurance, investments, retirement income distribution, business succession, an...Show more

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Contact Crossvine A Financial Planning Firm

Organization Website

Phone Number

940-767-0303

Estimated Website Traffic

The chart shows a growth in traffic to the nm.com website. In August, traffic increased to 40257, compared to 0 in the previous month. The highest traffic in 2025 was recorded in August, reaching 40257 visits.

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Crossvine A Financial Planning Firm shows a diverse range of experience levels:
13% have been with the company for less than 1 year13% for 1–2 years20% for 3–4 years27% for 5–7 years20% for 8–10 years7% have over 11 years of service at Crossvine A Financial Planning Firm
Ex-employees positions
In Company
In New Company
Contact top employees from Crossvine A Financial Planning Firm
Jared Coats
Director of Branding
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Treston Teague
Partner & Private Wealth Advisor
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Malorie Castelli
Director of Investment Operations
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Gina Prickett
Investment Operations Associate
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Stacie Cook
Partner & Chief Operations Officer
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Brian Blair
Partner & Private Wealth Advisor
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Aryn Meyers
Human Resources Associate
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Whitney Persick
Investment Operations
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Abigail Craig
Private Wealth Advisor
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Theresa Chaney
Director of Investment Operations
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Josh Whittiker
Financial Advisor
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Fynne Forde
Customer Service Associate
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Cheslea Muniz
Client Services Manager
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Nazary Jackson
Advisor Apprentice
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Elizabeth Strait
Marketing Associate
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Logan Carroll
Qualified Plans Associate
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Nathaniel Sheen
Advisor Apprentice
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Brittany Jackson
Advisor Apprentice
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Lauren Leath
Client Service Coordinator
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Ashtyn Huff
Client Services Manager
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