Who We Are
About Crossover Capital
We provide people with the support, knowledge, and access to make informed decisions about their financial futures.
Our Mission
Peace of Mind for All We Serve
At Crossover Capital Advisors, our mission is to provide people with the support, knowledge, and access to make informed decisions about their financial futures. We believe that everyone deserves personalized guidance that addresses their precise requirements and goals — and we’re committed to delivering exactly that.
Leadership
Meet Your Advisors
Alexander Pron
Founder, Wealth Strategist
CFP®, CBDA
Alex brings deep expertise in comprehensive financial planning and digital assets. Trained in Wharton’s Blockchain Analytics and Digital Assets program, he combines traditional wealth management with cutting-edge cryptocurrency knowledge to deliver holistic financial guidance. With a passion for helping clients navigate the complexities of modern finance, Alex ensures every strategy is tailored to each individual’s unique circumstances and long-term objectives.
Tasha M. Shadle
Founder, Wealth Management Advisor
CIMA®, CDFA®, CBDA
Tasha specializes in guiding clients through complex financial transitions, particularly divorce. Her empathetic approach and deep expertise in investment management and divorce financial planning ensure clients feel supported during life’s most challenging moments. With certifications in both investment management and divorce financial analysis, Tasha provides the rare combination of technical expertise and genuine compassion that clients need during times of change.
Extended Team
Advisory Team
Chris Plummer
Senior Compliance Officer
With over 20 years of regulatory compliance experience, Chris serves as Senior Compliance Officer. He previously held the role of Chief Compliance Officer at RAIT Financial Trust and VP of Compliance at Hudson Advisors. Chris holds degrees from West Chester University in Economics and Finance, and a Master’s in Applied Economics from Johns Hopkins University.
Paul Dalton
Chief Technology Officer, tru Independence
Paul has managed IT infrastructure for multi-million dollar wealth management firms, bringing deep technical expertise to ensure our technology platforms are secure, reliable, and cutting-edge.
Jamie Sullivan
CFO Services, tru Independence
A former PricewaterhouseCoopers auditor, Jamie brings extensive finance and accounting expertise to provide comprehensive CFO services that support our operational excellence.
Doug Nichols
HR and Payroll, tru Independence
With over 20 years of mortgage industry experience, Doug is both mortgage and insurance licensed. He manages HR and payroll operations, ensuring seamless administrative support for our team.
Mark Corcoran, CFA
Chief Investment Officer, tru Independence
A three-decade investment veteran, Mark serves as Chief Investment Officer. As a member of the CFA Institute, he brings rigorous analytical discipline and deep market expertise to investment strategy and portfolio construction.
Ready to Get Started?
Schedule a Complimentary Consultation
Let’s discuss how we can help you achieve your financial goals with a personalized approach.
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