Nate Crosby is a Chartered Retirement Planning Counselor and Insurance Advisor for Crosby Advisory Group, INC. Nate takes great pride in guiding clients to their financial potential through comprehensive processes of wealth accumulation and asset protection. Nate excels in strategies for generating retirement income that can last a lifetime as...
Macy oversees the day-to-day operations of Crosby Advisory Group with the primary goal of enhancing the client experience. Macy coordinates interactions between our insurance and financial services, allowing Crosby Advisory Group to service our clients with unity and consistency. We believe the end product is confident clients who have clarity...
Julie Maglott, Director of Insurance Operations. Julie is a licensed property / casualty insurance advisor, and she plays a lead role in both new client on-boarding, as well as making sure our existing clients insurance protection remains tailored as their lives and needs change. Julie excels at constructing insurance portfolios...
Derek Ballinger is the newest member of our team. He is a recent graduate with honors at The Ohio State University with a specialization in Economics and assists in constructing investment strategies and is the head of digital marketing for Crosby Advisory Group, INC. Derek is particularly skilled in using...
