Archive for December 4th, 2019

Happy Holidays from CrossleyShear

Dear Valued Clients and Friends,

As we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season. Thank you for your business and for placing your trust and confidence in us. In honor and appreciation of our clients, we continue our tradition and dedication to giving back. With much thought and consideration, we have each chosen the following charities near and dear to our hearts.


This year my family and I have chosen our donation to be directed to the Holocaust Memorial Resource and Education Center of Florida. Their mission is to use the history and lessons of the Holocaust to build a just and caring community free of antisemitism and all forms of prejudice and bigotry. Their center is in Maitland, FL and is one of the oldest facilities in the nation of its kind.

Through their extensive outreach of educational and cultural programs and exhibits, they use the lessons of the Holocaust as a tool. They teach the principles of good citizenship to thousands of people of all ages, religions, races, sexual orientations, abilities and backgrounds each year.

In a world filled with much divisiveness and hatred, we hope that the lessons of the past can be a reminder of what happens when we forget that ALL PEOPLE ARE CREATED EQUAL and that as a great man once said, “All We Need is Love!”

Dale Crossley, JD, Financial Planner

This year I have elected to direct my donation to the National Breast Cancer Foundation, Inc. Their mission is to provide help and inspire hope to those affected by breast cancer through early detection, education, and support services. While most of us have been affected by cancer and more specifically breast cancer, the timing of this year’s election is especially important to my entire family in the midst of supporting my mother through her current battle. After being diagnosed earlier in the year with stage 3 breast cancer I am happy to say that she finished her final chemo treatment in October and will finish her radiation by the end of January. Her attitude and optimism are an inspiration to us all.

Carrie Barnes, AAMS®, Financial Advisor

Last year, my husband and I learned that our son, Jason, had been diagnosed with Linear Scleroderma, en Coup de Sabre, at the tender age of 5. It is for that reason that I’ve chosen to contribute to the Scleroderma Foundation this year. Scleroderma comes from the Greek words “sclero” meaning hardening and “derma” meaning skin, so it’s a hardening of the skin. While there are varying types of Scleroderma, this rheumatic disease impacts less than 300,000 people in the United States, which means, quite frankly, there is simply not enough information known about it and currently there is not a cure. Although Zack and I remain cautiously optimistic about the prognosis for Jason, I continue to pray that someone will develop a cure for this chronic condition in Jj’s lifetime.

Tracy Stuck, Operations Coordinator

Keeping kids in supplies all year is difficult and teachers end up spending their own money. I was impressed when I
read about Tools 4 Seminole Schools. This program allows Seminole County Public School teachers to “shop” for classroom supplies and materials at no cost to them. Their goal is to ensure all students have the supplies needed to be in school, ready to learn. They strive to keep their shelves stocked all year long, which is why, this year, I’m happy to put my support behind this charity.

Karin Hobin, Marketing Director

The charity I have chosen to donate to this year is The Treatment Advocacy Center. This charity is dedicated to
eliminating legal and other barriers to the timely and effective treatment of severe mental illness. The organization promotes laws, policies and practices for the delivery of psychiatric care and supports the development of innovative treatments for and research into the causes of severe and persistent psychiatric illnesses, such as schizophrenia and bipolar disorder. When untreated, these individuals are at high risk for a number of negative circumstances that profoundly impact them and those around them. The human, social and economic impact of not treating serious mental illness is beyond calculation.

Jenny Vantassel, Client Services Representative

Our family has chosen St. Jude Children’s Research Hospital. St. Jude develops and improves treatments for children with cancer. No family ever receives a bill from St. Jude. They cover travel, food, housing, and treatment so the families can worry about helping their child. They also provide continuing education during their treatments with teachers on staff to ensure the children do not fall behind in school. Children are our future and we can help make their future brighter just by giving.

Catalina Mejia, Client Services Associate

Recently I had the opportunity to visit the The Boys and Girls Club of America here in Brevard. I was touched by how this organization impacts children in our community. I had an opportunity to learn from a few kids how The Boys and Girls Club changed their life and their future. Their mission is to enable all young people, especially those who need us the most, to reach their full potential. Fostering productive, caring, responsible citizens, their innovative programs are designed to empower youth to excel in school, become good citizens and lead healthy, productive lives. The future is our children and it is up to all of us to help them succeed.

We hope the holiday brings you great joy and prosperity.

Evan, Dale, Tracy, Carrie, Karin, Catalina and Jenny

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