What skills help make you a successful financial planner? In addition to holding a B.S. from the University of Florida, I earned my CERTIFIED FINANCIAL PLANNER™ certification, which is a rigorous certification process that includes demanding education, examination, experience and ethical requirements. I am analytical and attentive. During my past 20 plus years of practice, my goal has always been to provide clients with a high level of confidence in knowing that their financial goals are achievable. I always want my clients to feel like nothing in their financial life goes unattended.

What attracted you to financial planning and wealth management? I am passionate about combining my analytical side with the enjoyment I find helping people. I emotionally tie myself to the well-being of all my clients and deeply care about their financial success. I work hard to understand both their fears and dreams and make them my own. I am willing to think outside the box to find creative ways to help my clients reach their goals.

What causes are meaningful to you? I am actively involved with several national and local charitable organizations, but causes involving kids, Alzheimer’s disease, epilepsy and diabetes are personal to me. I serve on the Board of the Epilepsy Association of Central Florida’s Scholarship Foundation, a group dedicated to providing financial assistance to students affected with epilepsy and seizure disorders, as well as organizations dedicated to its research and care.

Education is also extremely important to me and I’m a firm believer in the benefits of lifetime learning. In addition to consistently seeking opportunities for my own professional development, I am honored to be a member of the Stetson Leading Disruptive Innovation Advisory Board, a continuing education certificate program that provides professionals of all levels, the skills to expertly navigate an unstable environment and emerge with a competitive advantage.

Finish this sentence. On Sunday afternoons, you can usually find me... spending time with my family at sporting events including lacrosse, baseball or golf.

Outside of work, what’s been your biggest achievement? My three kids. They definitely make me proud!

Who’s your biggest inspiration? My father, who passed away at age 60, was very bright with a kind and gentle soul. He was always there to listen and help everyone he could.

What traits in others matter to you most? Honesty, integrity, humor, philanthropy and humility are all very important to me.

What skills help make you a successful financial planner? My formal education includes a J.D. from Barry University School of Law, a M.S in business management and a B.A. in psychology, which all provide me with the ability to manage a wide range of wealth management variables, behavioral finance and emotions, as well as some helpful knowledge about issues with legal and estate planning. I really enjoy the leadership aspects of guiding a team for the common goal and the benefit of our clients.

What attracted you to financial planning and wealth management? My entrepreneurial spirit combined with my strong desire to help others attracted me to wealth management.

What causes are meaningful to you? I feel a strong connection to our local community and get behind various causes related to education, homelessness and hunger, as well as our rivers, lagoons and ocean. I am passionate about causes related to kids, particularly related to chronic illnesses and special needs and because of my son, I have a special interest in genetic syndromes. I also feel strongly about any causes related to aging and the elderly. I participate in the Shema Ministry Board and Scholarship Committee and serve on the Epilepsy Association of Central Florida’s Board and Preeclampsia Foundation Finance Committee.

Finish this sentence. On Sunday afternoons, you can usually find me... involved in family activities, going to church, enjoying the beach, playing golf and yes, watching NFL.

Outside of work, what’s been your biggest achievement? My 4 amazing children – Courtney, Lauren, Carrie and Dale

Who’s your biggest inspiration? My 11-year-old son, Walter Dale Crossley III is such an inspiration to me. Born with a rare neurodegenerative genetic syndrome, Walter was not expected to survive or ever communicate or relate to others. Fortunately, he has proven the medical profession wrong with his unique personality, love, determination, patience, and fight. He is always the happiest and most genuine person in every room.

What traits in others matter to you most? I value honesty, loyalty, compassion, unselfishness, and being respectful.