Team Members

A Team Culture of Accountability

Our expertise and capability ensures you will not have a usual, or customary, financial services experience.  You are our client and our objective is to meet each and every interaction with proficiency and accountability. 

Founder

Tim Cross

Founder
BIO
CEO

Alysia Chambers

CEO
BIO
Compensation Specialist

Rachel Lines

Compensation Specialist
BIO
Advanced Markets

Gregg Shafter

Advanced Markets
BIO
Advanced Markets and Case Design

Carla Lawton

Advanced Markets and Case Design
BIO
Illustrations

Tiffany Genton-Harrison

Illustrations & Marketing
BIO
Sr. Case Manager

Lori Johnson-Rietdyk

Sr. Case Manager
BIO
Sr. Case Manager

Karen Day

Sr. Case Manager
BIO
New Business Support

Aaryn Frederick

New Business Support
BIO