Our Team

Christopher has served in the financial services industry since 1999. He is fortunate to help people daily in the only profession he ever wanted to do. When Christopher was 10 years old, his father passed away and left his family in financial chaos. He watched his mother struggle for years with her finances, never able to save enough. Forced to live below the poverty line for most of his childhood, Christopher made it his mission in life to learn everything he could about personal finance and investing so that he could help others achieve their financial goals. He truly loves the work he does and the difference that he makes in people’s lives.

Christopher founded Crosby Private Wealth Advisors to help people take a comprehensive approach to their finances and set up families to achieve not just wealth for themselves, but generational wealth for their families and descendants. He treats clients like family, making sure they always have full access to our staff and our full resources and capabilities. A fiduciary, Christopher places a high value on integrity, inspired by one of the many lessons found in one of his favorite books, Ernest Hemingway’s The Old Man and the Sea: that success is not just a measure of the value of a person, but more a reflection of the journey he took to get there with integrity. He is an Investment Adviser Representative and a registered representative, holding Series 7 and Series 66 securities registrations.

Christopher and his wife have two children, attend Kingsway Church, and are members of Lauren Creek Country Club in Moorestown, NJ. He has run three full marathons, four half-marathons, countless 10-mile races and 5Ks, all in the name of charity. Christopher earned a bachelor’s degree in finance from Drexel University in Philadelphia.

Christopher E. Crosby is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Crosby Private Wealth Advisors, LLC, and United Planners are not affiliated.

Kimberly joined our team in 2020 and just keeps adding to the many hats that she wears here as she is involved with all aspects of office management, client relations, business operations, and event management. She acts as the first point of contact for all our client family and handles any day-to-day needs that might arise. She loves helping clients feel comfortable in retirement being part of the relationship-building process. Like Christopher, Kimberly takes pride in being available for clients whenever needed.

Kimberly is a dedicated dog mom and a doting aunt to her niece and nephews. She loves to stay active, frequenting the gym, practicing yoga, hiking around New Jersey and Pennsylvania, and riding her bike. Kimberly also loves to cook and is a sucker for a sci-fi love story. She attended Rowan University in Glassboro, New Jersey.

Sarah started in the financial services industry in 2017, when her first internship validated her passion for the business. Connecting with others, hearing their stories, and helping them achieve their lifelong goals and the happiness of living the life they worked hard for is what inspires and drives her every day. She is extremely passionate about doing what is best for her clients, helping them take time to plan sooner rather than later, so when the time comes to slow down, they can enjoy their golden years. Sarah finds it extremely rewarding when she can help someone create a plan that makes their money work for them long term during retirement, giving them the opportunity to live a comfortable retirement lifestyle where they can do the things they truly love. To say Sarah is client-centric would be an understatement. She is always willing to put in the work to help our team guide people to a better understanding of their finances. Prior to joining our team, Sarah worked at Bank of America and TD Ameritrade.

Sarah holds a bachelor’s degree from Stockton University and is pursuing an MBA at William Paterson University. She stays fit by walking with her dog, Duke, every day and riding her beach cruiser whenever she can. Sarah grew up 20 minutes from Long Beach Island and loves spending time on the beach and boating. A total foodie, she loves trying new restaurants and testing out new recipes from food bloggers.

Nick is our research analyst who prepares investigative reports on securities or assets for in-house use and advisor use with clients. The reports he prepares entails the examination of public records of securities of companies or industries, and often concludes with a "buy," "sell," or "hold" recommendation from the advisor.