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Meet the Team

The right people can change how you see the path ahead.

ADVISORS

Brian Blair CFP®, CPWA®, CEPA®, RICP®

Partner and Private Wealth Advisor

Treston Teague CFP®, RICP®, CEPA®, CRPS®

Partner and Private Wealth Advisor

Abigail Craig CFP®, RICP®

Private Wealth Advisor

Josh Whittiker CPA, RICP®

Advisor

SUPPORT

Stacie Cook

Partner and Chief Operations Officer

Jared Coats

Director of Branding

Cheslea Muniz

Executive Assistant

Gina Prickett

Investment Operations Associate

Teri Chaney

Director of Investment Operations

Kristen McCleskey

Director of Insurance Operations

Whitney Persick

Investment Operations Associate

Aryn Meyers

Executive Assistant

Logan Carroll

Qualified Plans Advisor

Fynne Forde MBA

Client Service Associate

Lauren Craven

Client Service Associate

Nathaniel Sheen

Apprentice

Lauren Leath

Client Service Coordinator

Elizabeth Strait

Marketing Associate

Mary Teague

Executive Assistant

Nazary Zelaya

Apprentice

Brittany Jackson

Apprentice

AFFILIATES

Affiliate advisors are not members of Crossvine. Through Northwestern Mutual, Crossvine has access to a network of representatives and advisors locally and across the country.

Scott Lane

Wealth Management Advisor

James R. Newlon CLU®, CLTC®

Financial Advisor

John Luke Pipkin

Financial Advisor

Kraig Stockdale

Financial Advisor

"When Linda's husband passed away, she had no idea where to begin. She was scared because Russell handled everything. I remember sitting next to her and saying, "Lean on us like you leaned on Russell." I meant it, and she knew it."

Brian Blair CFP®, CPWA®, CEPA®, RICP®

Partner and Private Wealth Advisor

Friends playing with baby

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