About Crosby Advisory Group, LLC

Crosby Advisory Group, LLC was founded on the principle that your personal and financial goals should come first. We know financial results do not have to come at the expense of maximum risk. We believe each financial plan is as individual as you.

 

Nate Crosby is a Chartered Retirement Planning Counselor and Insurance Advisor for Crosby Advisory Group, LLC. 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 Vogel, Director of Insurance Operations and Client Services. Macy is a licensed property / casualty insurance advisor and plays a lead role in day to day management of Crosby Advisory Group, LLC. Macy excels at tailoring insurance portfolios to protect current assets and future earning potential.
Julie is head of customer relations. Her mission is to help ensure our customers receive the highest standard of service possible.