

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
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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
Total number all of employee turnover
Length of Employment
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 FirmEx-employees positions
In Company
In New Company
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Crossvine A Financial Planning Firm
Jared Coats
Director of Branding
Treston Teague
Partner & Private Wealth Advisor
Malorie Castelli
Director of Investment Operations
Gina Prickett
Investment Operations Associate
Stacie Cook
Partner & Chief Operations Officer
Brian Blair
Partner & Private Wealth Advisor
Aryn Meyers
Human Resources Associate
Whitney Persick
Investment Operations
Abigail Craig
Private Wealth Advisor
Theresa Chaney
Director of Investment Operations
Josh Whittiker
Financial Advisor
Fynne Forde
Customer Service Associate
Cheslea Muniz
Client Services Manager
Nazary Jackson
Advisor Apprentice
Elizabeth Strait
Marketing Associate
Logan Carroll
Qualified Plans Associate
Nathaniel Sheen
Advisor Apprentice
Brittany Jackson
Advisor Apprentice
Lauren Craven
Advisor
Lauren Leath
Client Service Coordinator
Ashtyn Huff
Client Services Manager