Mitchell Crowder is a CFP® with four years of industry experience and is currently associated with WealthCrossing in Richmond, VA. He previously worked at Davenport & Company LLC and SBK Financial, Inc., and holds a Series 63 designation. WealthCrossing is a team of eight advisors that provides customized investment management for individuals, high-net-worth clients, and related entities, emphasizing strategic, diversified asset allocations and utilizing third-party research and due diligence to oversee mutual funds, independent managers, and private investments.

Stephanie Stumpf is a financial advisor at WealthCrossing with 19 years of industry experience. She holds the CFP®, PFS™, and Series 65 designations and has worked at SBK Financial, Inc. since 2006. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it employs independent due diligence for mutual funds, managers, and private funds.

Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.

John Williams is a CFP® with four years of industry experience. He has worked at SBK Financial since 2018 and previously held roles at Mitchell Wiggins & Co. and Heritage Wealth Advisors. Williams is based in Richmond, VA, and is part of an eight-advisor team at WealthCrossing. WealthCrossing provides customized investment management to individuals, high-net-worth clients, and related entities, focusing on well-diversified asset allocations primarily invested in mutual funds and ETFs. The firm manages accounts on a discretionary basis and incorporates third-party research to monitor investments, also offering tax preparation and planning services through CPA representatives.

Jonathan Bailey is a CFP® professional with seven years of experience in financial advising. He is currently with WealthCrossing and previously worked at Heritage Wealth Advisors. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it engages an independent due diligence consultant to evaluate investment options, including private funds and specialized tax-credit investments.

Andrea Broughton is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with SBK Financial, Inc. since 2005. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related entities, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm also conducts independent due diligence on investment options and offers specialized services such as tax preparation and planning through CPA representatives.

John King is a Certified Financial Planner® at WealthCrossing with 20 years of industry experience. He has worked at SBK Financial, Inc. since 2004. WealthCrossing is a team-based firm serving primarily high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes customized investment management with diversified asset allocation, independent due diligence, and specialized services including tax-credit investments and tax planning support.