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Meet The Team

Meet our wonderful team that is located across the country
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Steve Iversen, EA

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Dani Mutz, CCO

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Andy Flack, CFP

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Rob Cassella

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Scott Damen, CRPC

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Kevin Aguas

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Michael Ball, AIF

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Forrest Means

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Joe Mascioli, CPFA

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Monique Bischoff

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Images and photographs are included for the sole purpose of visually enhancing the website.  None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. 

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Investment Advisory Services offered through Cross State Financial Group LLC - An SEC Registered Investment Advisory Firm.

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