Some people want it to happen, some people wish it would happen, others make ithappen. – Michael JordanAs a CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder ofCrossleyShear Wealth Management and CSsports, I’ve held a lifelong passion forhelping individuals and families achieve their financial aspirations. I am also among aselect few financial planners recognized by the National Football League PlayersAssociation (NFLPA) for my financial planning expertise and integrity. My team and Iunderstand the important role we play in our client’s lives and embrace the opportunityto be their life-long financial partner. Whether an individual, family, corporate executive,business owner, retiree or professional athlete, we are driven by a promise to deliverpersonalized care and customized solutions for all client’s needs ranging from everydayspending advice and retirement planning to managing their investments, insurance,college savings and business planning. It’s a care commitment we live by every day,empowering our clients to achieve their financial goals and providing security to thosethat matter most in their lives. Working by their side to plan for life’s uncertainties andcelebrate life’s joys.My passion for helping others also drives my philanthropy and social activism. I amactively involved with several national and local charitable organizations. Causesinvolving children, Alzheimer’s disease, epilepsy and diabetes are especially personal tome. I also serve on the Board of the Epilepsy Association of Central Florida’sScholarship Foundation, a group dedicated to providing financial assistance to studentsaffected with epilepsy and seizure disorders, as well as organizations dedicated to itsresearch and care.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Wealth Management, Investments, Finance, Financial Advisory, and 33 others.
