Meet the Team
The right people can change how you see the path ahead.
ADVISORS
Brian Blair CFP®, CPWA®, RICP®
Partner and Private Wealth Advisor
Brian is a Partner and Private Wealth Advisor at Crossvine A Financial Planning Firm. With a degree in Business and Finance from Midwestern State University, where he graduated Magna Cum Laude, Brian has the education and expertise to help clients achieve financial freedom.
Before joining Northwestern Mutual in 2004, Brian sharpened his skills as a financial advisor at Merrill Lynch. Since then, he has been recognized in the industry for his wealth of designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Retirement Income Certified Professional (RICP®).
When he's not helping clients reach their financial goals, Brian is all about adventure and family. He and his wife Malorie, along with their son Lucas, love exploring new trails and relaxing in the cool air of Colorado. They are dedicated to giving back to their community and are active members of their church and local organizations. Past and present board seats include United Regional Healthcare System, Chamber of Commerce and Industry, Faith Mission, Christ Academy, Wichita Falls Area Community Foundation, and the YMCA.
With his passion for financial planning, love of life, and commitment to excellence, Brian is a Private Wealth Advisor that will be a sounding board for you and your family, present ideas that will make a difference in your life, and help take the weight of financial planning off your shoulders.
Proudest Professional Achievement:
Leading a team of leaders. We focus on our team's personal and professional development because we believe that if you take care of your people, they will take care of your clients.
Could Not Live Without:
My wife and my son!
Greatest Advice Ever Received:
“How you do ANYTHING is how you do EVERYTHING!”
Replaced trademark symbol with registered symbol after RICP.
Treston Teague CFP®, RICP®, CRPS®
Partner and Private Wealth Advisor
With 15 years of industry experience, Treston brings a wealth of knowledge to the table. Treston graduated Magna Cum Laude from Sacramento State University with a degree in Economics. He has earned designations as Certified Financial Planner®(CFP®), Retirement Income Certified Professional®(RICP®), and Chartered Retirement Plans Specialist®(CRPS®).
Treston's holistic approach to financial planning is grounded in his deep commitment to his clients. Whether spending time with business owners looking to provide great benefits to their employees or similar individuals looking to build financial independence for their families, Treston is committed to supporting our clients and their financial goals and finds fulfillment in helping them create plans that allow them to enjoy their lives to the fullest.
When Treston is not working, he enjoys spending time with his family and volunteering in the community. His five children keep him on his toes, but he and his wife are committed to growing kind and intelligent future leaders. From quality time on weekend trips and midweek walks to bringing out the board games, any time with the family is a good time. His other passion involves his work in the community, where he spends time with his “little” from Big Brothers Big Sisters and serves with the Rotary Club of Wichita Falls.
With his diverse skill set, dedication to his clients, and commitment to his family & community, Treston is a valuable asset to Northwestern Mutual and a trusted advisor to our clients.
Proudest Personal Achievement:
Graduating Magna Cum Laude in Economics and earning an athletic scholarship.
Could Not Live Without:
My kids.
Greatest Advice Ever Received:
“Focus your time on God, family, community, and business relationships and don’t forget the order.
Abigail is a highly skilled and passionate Advisor at Crossvine A Financial Planning Firm. Armed with a Business Administration degree in Finance from Midwestern State University, Abigail has a wealth of knowledge and expertise to offer her clients. She started her journey at Crossvine and has since risen through the ranks to become a rising star in the financial advising industry.
Abigail grew up in Katy, Texas but has always had a strong connection to Wichita Falls. She, her husband Chance, and her daughter Heidi are proud to call Wichita Falls home and dedicated to being active members of the community. Abigail's dedication to giving back is reflected in her board service with Child Advocates of Red River (CASA) and her role as Advisor for the Omicron Theta chapter of Chi Omega at Midwestern State University. Abigail and her family are also active members of the First Christian Church. For Abigail, making a positive impact in the Wichita Falls and MSU communities is a fundamental aspect of life and brings her immense satisfaction and joy.
When not serving clients, Abigail relishes her favorite hobbies, including reading, cooking, spending quality time with friends and family, and playing with her beloved Irish doodle, Henry. On the weekends, Abigail, Chance, and Heidi love to love to spend time outdoors on walks, exploring Wichita Falls, or hanging out at the golf course.
Proudest Personal Achievement:
Becoming a parent! Seeing my daughter, Heidi, grow and reflect my husband and I in her actions & mannerisms has been the most wonderful journey and I am proud to be able to call myself her mother.
Could Not Live Without:
My family and friends—and a good book!
Greatest Advice Ever Received:
“… people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou
Josh is a seasoned advisor at Crossvine and a respected professional in the financial industry. With a Bachelor of Business Administration and Accounting from Midwestern State University, Josh brings a wealth of knowledge and expertise to his role as an advisor.
Josh began his career as a Certified Public Accountant, providing comprehensive audit, tax, and advisory services to a diverse clientele. Later, he sharpened his skills in finance as the Chief Financial Officer & Controller in the construction industry, then joined Crossvine in 2020. His license to practice as a Certified Public Accounting (CPA) through the Texas State Board of Public Accounting (TSBPA) speaks to his commitment to maintaining the highest standards in his field.
As a dedicated professional, Josh has a keen eye for identifying complex problems and a knack for finding effective solutions. He is also an active member of the First Presbyterian Church of Wichita Falls and has a focused commitment to giving back to the community.
When he's not helping clients achieve their financial goals, Josh enjoys cycling, cooking, participating in sports, and spending quality time with his wife, Juliana, and their two daughters, Amelia and Olivia. He values the importance of family and finds joy in making lasting memories with those he loves.
Proudest Personal Achievement:
Passing the CPA exam! Studying for and passing that exam gave me the tools I need to not only provide advice to clients but also to dig deeper and find the right solutions for clients and their unique problems.
Could Not Live Without:
My beautiful wife and our two girls!
Greatest Advice Ever Received:
Live so that when your children think of fairness, caring, and integrity, they think of you.
SUPPORT
Stacie is a multifaceted leader who brings over 20 years of experience in business management and organizational leadership and a unique blend of passion, expertise, and warmth to her role as Chief Operations Officer. Her mission is to create a positive and productive environment that empowers our team to deliver outstanding results for our clients. With her sunny disposition and relentless drive for excellence, Stacie has a talent for fostering a culture of growth and collaboration.
A proud resident of Wichita Falls, Stacie has deep roots in the community. She grew up in Wichita Falls, attended Wichita Falls High School, and went on to earn a Bachelor of Applied Arts and Sciences in Human Resource Development from Midwestern State University. As a dedicated community servant, Stacie currently serves on the Board of Directors of the YMCA, the Rotary Club of Wichita Falls, and the Paul Harris Fellow Board of Trustees.
Stacie is also a devoted wife and proud mother of four children, who bring so much joy and love into her life. In her free time, she enjoys making music with her husband, volunteering for non-profits, and loving on their family poodle, Mable. Stacie's creativity also extends to her hobbies, where she loves to paint, dance, travel, and bring structure and organization to every aspect of her life.
Proudest Personal Achievement:
Raising children who care about other people.
Could Not Live Without:
My babies, a soft blanket and pillow, and good food.
Greatest Advice Ever Received:
“Pretty is as pretty does.” Millie Pack & Sharon Dooney
Jared is a multi-talented professional who brings a wealth of experience and skills to his role as Director of Branding at Crossvine. After joining Crossvine A Financial Planning Firm in 2020, Jared has grown in his expertise in the financial industry, having worked in the sector for over 13 years.
Alongside his financial background, Jared has a passion for all things creative. Having grown up in Oklahoma, he cultivated his artistic skills by studying fine art with a focus on graphic design at Cameron University. His drive for creativity led him to pursue many different creative avenues, including freelance graphic design for the past 16 years.
In his personal life, Jared is a devoted family man- married to Megan, and proud father of two beautiful daughters, Hudson Paige and Baylor Upton, and a little French Bulldog named Banksy Barker. When he is not working, Jared loves spending quality time with his family, golfing, and indulging in his creative passion for cooking & barbequing, and lawn care.
He and his family enjoy living life to the fullest and exploring the world through travel and outdoor adventures.
Proudest Personal Achievement:
Being a husband and girl dad. My wife and two daughters are the center of my world.
Could not live without:
Family, music, and good BBQ.
Greatest advice ever received:
Never stop pushing to be the best version of yourself.
Cheslea is a dedicated Client Service Manager at Crossvine Financial Planning Firm. With over 17 years of experience in customer service, Cheslea is committed to providing each client with a positive and memorable experience.
A native of San Antonio, Texas, Cheslea now resides in Fort Cavazos with her husband, who is serving in the military. She holds an associate degree in Elementary Education from Northwest Vista Community College and her extensive customer service background makes her an asset to Crossvine.
In her free time, Cheslea enjoys cooking, playing family games, watching documentaries, and spending quality time with her husband, Derick, and daughter Skylea. Family is of utmost importance to her, and she prioritizes time with loved ones whenever possible."
Proudest Personal Achievement:
Getting out of my comfort zone in the restaurant industry and becoming a team member of Crossvine. This firm gives me the opportunity to make an impact in my community and continue to provide first-class customer service to our clients, which is what I am called to do!
Could Not Live Without:
My daughter, husband, family, and friends!
Greatest Advice Ever Received:
“I believe that everything happens for a reason…” – Marilyn Monroe
Gina is a driven and dynamic professional who has significantly impacted Team Crossvine since joining the company in 2019. Starting her career as a Client Service Manager, Gina quickly rose through the ranks and continues to be a wealth of knowledge to the Investment Operations team in Wichita Falls with remarkable skill and dedication.
Gina brings a wealth of knowledge and experience to her role, earning a Business Management degree from Midwestern State University. She is a valuable asset to the team and always strives to provide the best possible service to clients.
When she's not at work, Gina is all about family. She and her husband Russell are proud parents of three adventurous sons, Walker, Graham, and Brooks and a lovable Goldendoodle named Winston. As a family, they enjoy the great outdoors, trying new foods, and listening to live music. Gina is also a big sports fan and roots for her favorite teams, the OU Sooners and the OKC Thunder.
Gina is not just dedicated to her family and career but also to her community. She is an active Wichita Falls Junior League member and loves being involved in local initiatives that positively impact the community. With her infectious energy, passion for helping others, and strong commitment to excellence, Gina truly inspires all who know her.
Proudest Personal Achievement:
Raising 2 boys who are 15 months apart.
Could not live without:
My family.
Greatest advice ever received:
“You can pray big even when you feel weak.”
Teri is a driven financial professional with a passion for helping people reach their goals. With a Bachelor of Business Administration in Finance from Midwestern State University, she started her career as an intern at Crossvine. However, her hard work and dedication quickly paid off as she landed a full-time position as the Director of Investment Operations at Crossvine. As an integral part of the Investment Operations Team, she supports her colleagues and easily takes on various responsibilities.
Born and raised in Flower Mound, TX, with three siblings, Teri is no stranger to hard work and determination. She currently resides in Fort Worth, TX, with her husband, Camden, and their dog, Tucker. In her free time, Teri stays active and enjoys working out, spending time with friends and family, and exploring the great outdoors with Tucker. On the weekends, you can find her rooting for her favorite sports teams and making the most of her time with loved ones.
Teri is a driven and dynamic individual who is always looking for new ways to grow and make a meaningful impact.
Proudest Personal Achievement:
Graduating Magna Cum Laude in Finance
Could not live without:
Friends and Family
Greatest Advice Ever Received:
Life’s too short – spend it with people you love and things you enjoy.
Kristen is the laser-focused Director of Insurance Operations at Crossvine. Kristen joined Team Crossvine in 2021, and with over 13 years of experience in the financial industry, she brings a wealth of knowledge and a driven work ethic to the team. Before joining Crossvine A Financial Planning Firm, Kristen honed her skills at a local credit union, where she held various positions, including Teller, Financial Service Representative, and Collections Manager.
Born and raised in Wichita Falls, TX, Kristen attended Rider High School. She is a proud mother of two children, Elaina and Hudson, and enjoys spending quality time with her family. In her free time, Kristen loves baking delicious treats for her friends and family. She is an avid supporter of local businesses and can often be found exploring the great outdoors with her kids, whether it be on a bike ride around the neighborhood or a hike in the Wichita Mountains.
With her extensive experience and passion for the financial industry, Kristen has proven herself to be a valuable asset to the Team Crossvine. As the Director of Insurance Operations, she is committed to helping clients reach their financial goals and ensuring their insurance needs are met with the highest level of professionalism and expertise.
Proudest Personal Achievement:
Raising 2 kind, funny, wonderful children.
Could Not Live Without:
My kiddos, family, and close friends.
Greatest Advice Ever Received:
“You can’t be bitter and expect your life to be sweet.”
Whitney is a talented Investment Operations Associate at Crossvine. Whitney joined Crossvine in 2021 and brings a wealth of experience in the finance industry, having spent 11 years working in the field.
Born and raised in Wichita Falls, Texas, Whitney attended Rider High School and went on to earn a bachelor’s degree in business management from Western Governor's University. She is married to her high school sweetheart, Colby, and together they have a rescue pup named Walter, a beloved member of their family.
In her free time, Whitney is passionate about traveling and discovering new places, trying local foods and is a coffee connoisseur. She is a dedicated reader and can often be found listening to audiobooks or re-watching old episodes of "The Office" and "Friends." Whitney also supports local businesses by shopping at the farmer's market or antique stores. With her extensive experience and education, Whitney is a prized asset to the Investment Operations team at Crossvine.
Proudest Personal Achievement:
Graduating college
Could not Live Without:
Coffee
Greatest advice ever received:
You can’t pour from an empty cup.
Aryn joined the Crossvine team in January of 2022, bringing a commitment to serving clients and a passion for helping others. Aryn holds a Bachelor of Business Administration in Marketing from Midwestern State University, where she graduated in Spring 2019. Prior to joining Crossvine A Financial Planning Firm, she gained valuable experience in various industries, including IT, Oil and Gas, and Administration, through her work in the Recruiting field.
Aryn and her husband, Clayton, now reside in the Hill Country, near her husband’s hometown. In her free time, Aryn enjoys reading, indulging in True Crime podcasts, and spending time with friends and family, including her sweet Australian Shepherd, Nola, and a Bernedoodle named Knox.
When she is not working, Aryn enjoys exploring the local Farmer's Market, Antique Stores, and Thrift Shops.
Proudest Personal Achievement:
Graduating College and jumping right into the workforce!
Could Not Live Without:
Rocky Road Ice Cream and my dog!
Greatest Advice Ever Received:
“A person who has good thoughts cannot ever be ugly. You can have a wonky nose and a crooked mouth and a double chin and stick-out teeth, but if you have good thoughts they will shine out of your face like sunbeams, and you will always look lovely.” –Roald Dahl
Logan has a passion for pouring into others. Logan joined Team Crossvine in June of 2022 and brought with her a wealth of experience and passion for education, having served as an educator for the Wichita Falls school district for 8 years.
Logan was born and raised in Wichita Falls, Texas, where she attended Rider High School. Her love for the game of softball led her to Grayson County College, where she played competitively for two years. In pursuit of her passion for molding young minds, Logan earned a Bachelor of Science in Education from Texas A&M University in College Station.
Logan and her husband, Tyler, have a daughter named Eleanor, and in their free time, they enjoy music, traveling, and playing games. She and Tyler are also the proud owners of a 1979 Volkswagen Westfalia named Bertha, which they love to cruise around town in, listening to music and enjoying life.
Proudest Personal Achievement:
Creating a life for my daughter that allows her to explore and be herself.
Could not live without:
My morning coffee.
Greatest advice ever received:
Be a lifelong learner.
Fynne is a dynamic and driven professional who has made a remarkable impression her team and clients, alike. With a passion for continuous learning, Fynne honed her skills and expertise by earning both a bachelor’s degree in finance and a master’s degree in business analytics from Midwestern State University.
Her journey in the field began when she joined Crossvine A Financial Planning Firm in 2022 as an intern, where she has gained valuable experience and an understanding of the industry. Fynne's hard work and dedication paid off as she was offered a full-time position at Crossvine as a Client Service Associate.
Fynne hails from the beautiful island of Dominica and brings with her a rich cultural heritage and a love for adventure. Prior to her move to the United States, she honed her customer service skills as a bank teller for two years. She enjoys cooking, traveling, exercising, and trying new foods in her free time.
Fynne is deeply committed to serving others and giving back to the community. With her excellent work ethic, passion for excellence, and commitment to community, Fynne is truly a rising star in the finance and business world.
Proudest Personal Achievement:
Graduating with Summa Cum Laude in Finance
Could Not Live Without:
My mom and tasty food!
Greatest Advice Ever Received:
“Growth only happens when you get outside of your comfort zone.”
Lauren is an invaluable asset to our Planning Department, bringing seven years of experience as a Client Service Associate with Northwestern Mutual. Her passion is to provide our clients with a clear and concise overview of their financial positions and opportunities while striving for excellence and fostering a collaborative environment to create and deliver comprehensive plans to our clients.
As a proud native of Wichita Falls, Lauren graduated from Wichita Falls High School before attending Midwestern State University, where she double majored in Math and Physics. She was also involved in the Baptist Student Ministry on campus. Lauren then moved to South Dakota to study Mechanical Engineering at the South Dakota School of Mines & Technology. But her love for her family and hometown brought her back to Wichita Falls, where she now happily works with Crossvine.
Lauren is a proud mom of two cats - Cotton and Maggie. She enjoys shopping, refinishing furniture, dancing, gardening, and trying new foods in her free time. She is also an active volunteer with Meals on Wheels and Whispers of Hope, always looking for ways to give back to her community. With a strong focus on personal growth, Lauren constantly seeks new challenges and opportunities to expand her horizons.
Proudest Personal Achievement:
Never settling for less.
Could not live without:
My support system and nature.
Greatest advice ever received:
“Your self-worth is your ceiling” – Jamie Kern Lima
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.
James R. Newlon CLU®, CLTC®
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®, RICP®
Partner and Private Wealth Advisor
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