CAG Welcomes Joe Lewis
Crosby Advisory Group Welcomes Joe Lewis to Our Team
I am excited to announce that Joe Lewis has joined the Crosby Advisory Group team. Joe has spent the past 17 years in the financial industry. He has been married to his wife Heather for 19 years and is the proud father of five children, one grandchild and with two more on the way. Outside of work Joe enjoys watching his kids play sports, especially cheering on the Hillsdale Falcons and following local sports throughout the area. He has an impressive reputation for outstanding customer service, knowledge and reliability. Joe will be an asset to our team and clients in an investment advisory role.
This announcement of Joe joining our team is the culmination of several years of discussion. We have been friends since childhood and he wrestled at Mount Union while I was there playing football. Joe graduated from Ashland University. The next time you stop in our office we encourage you to say hello and welcome Joe to the CAG family.
1st Annual CAG Coat Drive and Santa Returning
Now through November 7th, Crosby Advisory Group will be accepting coats for donation to Associated Charities of Ashland. If you have a coat that you would like to donate, please drop it off at our office at 19 W. Main St. in Ashland during normal business hours of 9:00 AM to 4:30 PM. Our team thanks you in advance for your generosity!
Saturday, November 7th is also a very special day because Santa will be returning to the Crosby Advisory Group office at 19 W. Main St. in Ashland from 10 am -12 pm. Bring your kids, bring your pets, all are welcome for a free picture with Santa and to kick off the holiday season with our team. Along with the photos with Santa, there will be light refreshments and chances to win some fun prizes. We had a great time last year and hope you'll save the date and join us this year!
Retirement Planning Workshop
Crosby Advisory Group is holding a retirement planning workshop on October 15th from 5:30 - 7pm at Luna at the South Street Grille in Ashland. The workshop will be a hands on event to provide attendees with actionable tools to keep or put them on track towards retirement. If you have a friend or family member that you think would benefit from this event, we kindly ask that you send them this link: https://www.crosbyadvisory.com/building-your-financial-framework
We have 20 spots available. Note: while current clients of Crosby Advisory Group are welcome, keep in mind we can provide you with more one on one, individualized attention in our office. If you're interested, don't hesitate to reach out to me or call our office anytime.
Disclaimer: Crosby Advisory Group, LLC is a registered investment advisor. This newsletter is for informational purposes and does not reflect direct investment or tax advice. Investing involves risk including the potential loss of principal. Not all investments are suitable for all people. Crosby Advisory Group, LLC has ownership interest in NMD Insurance Agency and CAG Marketing.
