Crosby Advisory Group Welcomes Joe Lewis as New Investment Advisor

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Press Release: Crosby Advisory Group Welcomes Joe Lewis as New Investment Advisor
Joe Lewis joins the firm to help clients navigate financial decisions and build strategies for long-term financial success.


October 12, 2026 – Crosby Advisory Group, LLC, a financial advisory firm dedicated to helping individuals, families and businesses achieve their financial goals, is pleased to announce the addition of Joe Lewis as an Investment Advisor.

In his new role, Joe will work closely with clients to understand their financial objectives, evaluate investment opportunities and develop personalized strategies. His addition strengthens Crosby Advisory Group's commitment to delivering individualized financial guidance and building lasting client relationships.

Joe brings 17 years of experience in the financial services industry. Prior to joining Crosby Advisory Group, he was a Private Client Banker with Chase Bank and JPMorgan Wealth Management, where he managed a substantial portfolio of high-net-worth individuals and families. His expertise in understanding clients’ unique needs and goals and developing personalized financial solutions will further strengthen the firm’s ability to support clients at every stage of their financial journey.

"We're excited to welcome Joe to our team," said Nate Crosby, CFP®, Managing Member of Crosby Advisory Group. "Our approach has always centered on putting clients' personal and financial goals first. Joe will play an important role in helping us continue that commitment as we grow and serve more individuals and families."

Crosby Advisory Group provides comprehensive financial services, including investment management, retirement planning, insurance solutions and business growth strategies. The firm takes a personalized approach to financial planning, recognizing that each client's goals and circumstances are unique.

Joe joins the existing Crosby Advisory Group team of:

  • Nate Crosby, Managing Member and Certified Financial Planner (CFP®) practitioner, Chartered Retirement Planning Counselor and Insurance Advisor 
  • Derek Ballinger, Chartered Financial Analyst (CFA®) Charterholder 
  • Jarrod Lifer, Investment Advisor 
  • Macy Vogel, Vice President of Operations
  • Julie Maglott, Director of Insurance Services
  • Carly Snyder, Client Services

Together, the company continues to expand its advisory capabilities while maintaining the personal attention and trusted relationships that are central to its mission.

About Crosby Advisory Group

Crosby Advisory Group, LLC is a financial advisory firm committed to helping individuals, families and businesses pursue their financial goals through personalized planning and strategic guidance. Built on the principle that clients' personal and financial goals come first, the firm offers investment, retirement planning, insurance and business growth services designed to help clients make confident financial decisions. For more information, visit www.crosbyadvisory.com.

Media Contact:

  • Carly Snyder 
  • Crosby Advisory Group, LLC
  • Phone: 419-496-0770
  • Website: www.crosbyadvisory.com