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Meet the Team

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
Sr. Case Manager

Lori Johnson-Rietdyk

Sr. Case Manager
Sr. Case Manager

Karen Day

Sr. Case Manager
CFO

Alysia Chambers

CFO
Compensation Specialist

Rachel Lines

Compensation Specialist
Illustrations & Marketing

Tiffany Genton-Harrison

Illustrations & Marketing
New Business Support

Aaryn Frederick

New Business Support
Illustrations & Marketing Support

Erin Brohoski

Illustrations & Marketing Support
Advanced Markets

Gregg Shafter

Advanced Markets
Point of Sale

Sean Morgan

Point of Sale