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  • Home
  • Our Team
    • Our Team
    • Executive Team
    • Wealth Advisors
    • Operations Team
    • About Raymond James
  • Working with Us
    • Working with Us
    • Our Process
    • Investment Management Philosophy
    • Managing Your Wealth
    • Preserving Your Wealth
    • Building Your Legacy
  • Giving Back
  • Our Events
  • Resources
    • Resources
    • Crux Newsletters
    • Client Resource Videos
    • Checklists & Worksheets
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We’re free to put
you first

Our freedom to put you first comes from choosing our own course as an independent firm. So instead of being required to offer pre-packaged programs and investments, our skilled and experienced advisors are able to provide you with a custom built financial plan based on your unique individual needs. It also means we’re focused on building close client relationships, and not corporate sales quotas. Our team will always put you first and foremost, which is exactly as it should be.

Wealth Advisors

Our Team Executive Team Wealth Advisors Operations Team
Travis Alexander Headshot
Travis
Alexander
Phil Almon Headshot
Phil
Almon
Rusty Bacon Headshot
Rusty
Bacon
Chloe Benzin Headshot
Chloe
Benzin
Steven Blanchard Headshot
Steven
Blanchard
Chris Bostick Headshot
Chris
Bostick
Chris Canfield Headshot
Chris
Canfield
Daniel Carthew Headshot
Daniel
Carthew
David Colley Headshot
David
Colley
Guido Cosenza Headshot
Guido
Cosenza
Todd Dickinson Headshot
Todd
Dickinson
Justin Dollins Headshot
Justin
Dollins
Deana J. Dyjor Headshot
Deana J.
Dyjor
Robert J. Ellis Headshot
Robert J.
Ellis
Michael Esmer Headshot
Michael
Esmer
Jo Ann Headshot
Jo Ann
Favia
Dane Gambill Headshot
Dane
Gambill
Alexis Herman Headshot
Alexis
Herman
Jeff Jerome Headshot
Jeff
Jerome
Alex Kuskin Headshot
Alex
Kuskin
John Larsen Headshot
John
Larsen
Liz Martinez Headshot
Liz
Martinez

Nicole May Headshot
Nicole
May
Ryan Murphy Headshot
Ryan
Murphy
Ken Newberry Headshot
Ken
Newberry
Dennis Ortiz-Luis Headshot
Dennis
Ortiz-Luis
Natasha Palmatier Headshot
Natasha
Palmatier
Lars Petersen Headshot
Lars
Petersen
Julia Perez Headshot
Julia
Perez
Beau Riggs Headshot
Beau
Riggs
Caitlyn Salloum Headshot
Caitlyn
Salloum
Stuart Scibetta Headshot
Stuart
Scibetta
Tyler Sherwood Headshot
Tyler
Sherwood
Renee Sopko Headshot
Renee
Sopko
Justin J. Spraker Headshot
Justin J.
Spraker
Gregory Stark Headshot
Gregory
Stark
Eric Swope Headshot
Eric
Swope
David Tamashiro Headshot
David
Tamashiro
Maria Tapang Headshot
Maria
Tapang
Christopher L. Van Son Headshot
Christopher L.
Van Son
Marilyn Weaver Headshot
Marilyn
Weaver
Meredith A. Webber Headshot
Meredith A.
Webber
Aspen West Headshot
Aspen
West
Garry Whitfield Headshot
Garry
Whitfield
Julie Young-Sedillo Headshot
Julie
Young-Sedillo
Our Community
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CRUX HQ: 3444 East Anaheim Street
Long Beach, CA 90804
T: 562.735.3875 F: 562.239.2010 map + directions
8669 E. San Alberto Drive, Suite 100
Scottsdale, AZ 85258
T: 480.454.6162 F: 562.239.2010 map + directions
9590 E. Ironwood Square Drive,
Suite 235
Scottsdale, AZ 85258
T: 480.885.0515 F: 480.741.4532 map + directions
7465 East Tanque Verde Road
Tucson, AZ 85715
T: 520.549.1988 F: 520.924.8878 map + directions
2015 W. Burbank Blvd.
Burbank, CA 91506
T: 818.953.8974 F: 818.953.5031 map + directions
3900 Kilroy Airport Way, Suite 270
Long Beach, CA 90806
T: 562.584.8200 F: 562.424.0006 map + directions
5619 DTC Pkwy., Suite 800
Greenwood Village, CO 80111
T: 303.309.0784 F: 303.309.2353 map + directions
333 S Ardmore Avenue
Villa Park, IL 60181
T: 630.279.1500 F: 630.279.1012 map + directions
50 Fountain Plaza, Suite 1400
Buffalo, NY 14202
O: 716.355.1874 F: 716.355.1903 map + directions
186 S. Grand St., Suite 1
Cobleskill, NY 12043
O: 518.823.4442 F: 203.568.6421 map + directions
125 Granite Dr., Suite 2
Cobleskill, NY 12043
O: 518.823.4442 F: 203.568.6421 map + directions
7 Southside Dr., Suite 204
Clifton Park, NY 12065
O: 518.280.4867 F: 518.280.4879 map + directions
375 Woodcliff Drive, Suite 1D
Fairport, NY 14450
T: 585.788.6127 F: 585.788.6129 map + directions
178 E. State St.
Johnstown, NY 12095
T: 518.762.6464 F: 203.568.6421 map + directions
3415 Orchard Park Rd.
Orchard Park, NY 14127
O: 716.677.6277 F: 716.677.6282 map + directions
2306 Wehrle Dr
Williamsville, NY 14221
T: 716.633.1999 F: 716.633.4847 map + directions
5083 Buffalo Road
Erie, PA 16510
T: 814.962.1053 F: 814.962.1054 map + directions
533 5th Avenue South
Edmonds, WA 98020
T: 562.735.3875 F: 562.239.2010 map + directions

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