How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in a plain spoken, easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Kreat Lewis, AAMS®
President, Wealth Advisor
Kreat currently serves as President, and Wealth Advisor of Crossroads Wealth Advisors. He has been providing investment advice and financial planning for serious, long-term investors for nearly 20 years. He began his...
Kim Castleman
Administrative Director
Kim serves as the Administrative Director of Crossroads Wealth Advisors. Kim started her career in financial services as a Sr. Branch Office Administrator in Kreat's office with Edward Jones in 2018. Kim's proficiency,...
Jill Schindler
Transition and Administrative Director
Jill serves as the transition and administrative director and is responsible for client interactions and account transfers when it comes to transitions. While moving books of business during the onboarding process, Jill coordinates the...