Truth, love and freedom is my focus everyday knowing I can be fearless in my pursuits because God is in control. For clients, my desire is to guide them into economic security so they can also live their lives fearlessly and pursue their dreams. Growing up in Tasmania and understanding what lack is all about, fuels my desire for guiding clients to financial freedom.
I began my career in New York at Ladenburg Thalmann in Retail Asset Management with a cashflow specific Ideology. Now based in San Diego, CA. with my wife Betsey and our son and daughter, my passion for family led to my specialization of asset allocation to transgenerational wealth transfer. My goal for each client is guide their financial decisions so that they can live their life fully knowing their family will be well taken care of.
Helping people is what drives me, I am constantly inspired by my clients, ordinary people in life who have extraordinary stories! My career in the Financial Industry began in 1990 and is rooted in the relationships I have built with clients. Our casual, and at times deep conversations are not only the best part of the job but allow me to best serve them and ensure we are providing what they need.
Family is my passion! Enjoying life with our five children and fifteen grandchildren is my “why” to financial freedom! I want my clients to make the best financial plans, so they do not have to wait for retirement to get the most out of life. But I also understand the challenges of caring for a grandchild or an aging parent, as well as dealing with an unexpected death. These life experiences along with my financial experience give me a unique perspective to helping clients navigate through their own journey.
Elaine co-founded Crosby Investment Group, LLC in 2012.
CA Life Insurance Agent; License # 4033764
The secret to a wonderful life is loving your family and when you come to a fork in the road, take it! Life rarely has a single path, so my goal as a Financial Advisor is to strategically plan for my clients to have the financial freedom to take life’s opportunities as they come.
My beautiful wife Lindsay and I both had the privilege of growing up here on the Central Coast and believe there is no better place on earth to raise a family! With two small children, we understand the constantly changing economic challenges facing young families today. My passion is to work with my clients to develop strategic financial plans, preparing them not only for milestones in life’ but for the unexpected occurrences along the way. With proper planning, we cannot always predict what the future holds but we can be better prepared if investment and savings plans are in place.
With my background as an Internal Auditor, Information System Analyst and Accounting Manager as well as a former graduate from Texas A&M University, I bring a unique perspective of business analysis from an internal and external perspective. As an avid foodie and a love for travel, I understand the balance of saving for the future while still enjoying life’s adventures.
My Father is my hero, a kind and gentle man who has accomplished much in his life. The most important thing I have learned from him is if you do something you love, you will never work a day in your life. I have been fortunate to find that as a Financial Advisor.
I give each of my clients my very best! With over 21 years of experience, along with being a Chartered Mutual Fund Counselor and a licensed California Life Insurance Agent, I bring a wealth of knowledge to providing comprehensive plans for each stage of life. By truly listening to my clients, I’m able to help each of them make smart financial decisions by providing expertise, education, personal commitment and trust.
When I’m not helping my clients invest and save, you can find me enjoying the outdoors with my daughters and beloved family pets. Always striving to be a positive influence in my community, I live with the motto “be kind, help others and don’t sweat the small stuff.”
CA Life Insurance Agent; License # 0D02254
What I love about being in the Financial Industry is the continual process of learning to assist my clients and co-workers. Having spent most of career in the Banking Industry, I now understand and appreciate the difference of a customized personal approach. No two clients are the same. Each has unique lifestyle choices and circumstances so being able to understand not only what my client’s goals are for the future but I realize the importance of understanding where they are coming from in their past. That is how I help guide my client’s to Financial Freedom.
Spending time with family and friends, especially our two grand babies, makes life worth living! The best of Central Coast living is all about Beaches, Bar-b-que and Camping for us.
Jamie Chafin is a native of Charleston, West Virginia and a graduate of the University of Virginia. Mr. Chafin is a 38 year Veteran of the securities industry beginning his sales career as a commercial Real Estate Broker. He then transferred with EF Hutton in 1985 to La Jolla, CA. For nearly 2 decades in DelMar, CA. Mr. Chafin was employed by A.G. Edwards and a partner at Stone & Youngberg (a San Francisco based municipal bond house). For the last 11 years + Jamie has been affiliated with Ameriprise Financial in San Diego specializing in Fixed income and individual equity securities. Jamie cherishes his 30+ year relationships with his clients and the many experiences that they have shared. Jamie is a widower with 2 stepchildren and lives in Encinitas, CA. with his little 11 ½ year dog “Harley”
I’ve spent over 40 years in the financial services industry, and have found helping people realize dreams, and reach financial independence extremely satisfying. The industry has changed tremendously since the 1970’s and regardless of the many new ways developed to access investment products, structuring a long-term financial plan requires organization, understanding, patience, and discipline. It is very gratifying to help people develop these attributes and reach a comfortable financial future an a less stressful life.
I began my career specializing in option trading when Bache & Co in Denver. My wife, Gayle and I have 3 children and 7 grandchildren, and are fortunate enough to have 9 of the 10 near us in Denver. We very much look forward to busy weekends of recitals, games, and matches and try when possible, to take full advantage of all the outdoor activities that Colorado has to offer.
Ryan S. Gorski
I believe the best way to give back to your community is through service. I am proud to help individuals, families and business owners make sound financial decisions throughout every chapter of their lives.
My goal for each client is getting to know what their short and long term goals are to best guide them to financial freedom.
My beautiful wife Katie and I have both had the privilege of growing up in San Diego, CA and could not have a better place to call home. With our puppy, Lily, together we enjoy going to the beach and spending time together.
CA Insurance License # 0C24309
Sallie Thurmond Schaper
Customer satisfaction has always been a goal of mine in the various jobs and industries I have worked in. Having a client or customer that is happy with the service provided is of utmost importance. Always know that is the type of service you will receive from me. Strong Faith and being positive are traits I aspire to on a daily basis.
I moved to Colorado from New Jersey back in 1986 and have been married to my wonderful husband, Sam for 28 years. We enjoy watching our favorite sports teams and love music. We often see live concerts at Red Rocks Amphitheatre. I’ve met so many people that have gone to Red Rocks because it was something on their bucket list. It’s a blessing to see live music in such a beautiful venue as often as we can.