Colorado Offices

Scott joined Cross State Financial Group in 2017 after working as an independent advisor for four years.  He began his career in the financial services industry in 1998 in compliance with UBS PaineWebber then worked from 2003 to 2013 as an advisor consultant for Invesco and Oppenheimer Funds.  

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Scott earned his B.S. in Business with an emphasis in Marketing from Castleton State College.  In 2010 Scott earned the professional designation of Chartered Retirement Planning Counselor (CRPC) from the College of Financial Planning. With his tenured experiences in the financial markets, Scott has developed the experience, discipline and prudence to help clients make the right decisions for the long term by partnering with his clients to understand their goals, investment objectives and tolerance for risk as they pursue their desired results.

 

Scott and his wife Bonny live in Littleton, CO and in their free time enjoy the many different outdoor activities that Colorado offers.

Joe joined Cross State Financial Group in 2023.  Over the years, Joe has developed skills in goals-based planning, business retirement plans, investment analysis and portfolio construction, and the management of client wealth from one generation to the next.  He holds the Certified Plan Fiduciary Advisor designation from the American Retirement Association.  His practice puts clients first and strictly follows the highest level of client care in the industry: The fiduciary standard. 

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Joe was born and raised in the Philadelphia area and attended the University of Maryland.  There he obtained a BS in Business Administration with a major in finance.  He relocated to the Denver area in 2010 for his career and since then has been involved with several charitable organizations and volunteered at local schools with youth sports.

 

Joe and his wife have two children and a dog.  They make the most out of living in beautiful Colorado every chance they have.