WealthCrossing

Kelly Hazlett is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 license with five years of industry experience. Prior to joining WealthCrossing, Hazlett worked at SBK Financial, Inc. and The Roseline Financial Group, LLC. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm employs independent due diligence consultants and may recommend private investment funds and specialized tax-credit investments for accredited investors.

Mitchell Crowder is a CFP® with three years of industry experience, currently serving as a financial advisor at WealthCrossing. He previously worked at Davenport & Company LLC and has been with SBK Financial, Inc. since 2019. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, focusing on strategic, diversified asset allocation with an emphasis on low turnover and disciplined rebalancing. The firm uses an independent due diligence consultant to evaluate investment options and may recommend private funds and specialized tax-credit investments for accredited investors.

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® professional with three years of industry experience, currently serving at WealthCrossing in Richmond, VA. His prior work includes roles at SBK Financial, Mitchell Wiggins & Co., and Heritage Wealth Advisors. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, focusing on diversified asset allocation with low turnover and disciplined rebalancing. The firm employs independent due diligence consultants and offers specialized services such as evaluating private investment funds and tax-credit investments.

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.