About CSSports
About CSsports
As a sports professional, you have very unique needs with expectations of great rewards. Your financial outlook is multi-faceted with a complex earning profile and variable career span. Unfortunately, and too often, the pressing demands of athletes and coaches lead to little time and resources for money management and financial planning. To be successful, you need a wealth advisor who knows how to manage and optimize your current cash flow while helping to protect your financial future.
That’s where we excel.
For over 20 years, the CrossleyShear and CSsports team has been driven by a singular passion – to be there for our clients at every step of their financial journey. Working in partnership with your management team, we’ll highlight the difficult and complex issues that accompany being a sports professional and create a pathway to your financial vision of tomorrow. Our success is driven by a promise to deliver personalized care and customized solutions for all your life’s needs – before, during and after your sports career – ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day. It’s about empowering our clients to help achieve their financial goals and provide financial confidence to those that matter most. All the while working by your side to plan for life’s uncertainties and celebrate life’s joys, on and off the field, court, rink or diamond.
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 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.
