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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Carl E. Snell, Sr.

Investment Planner

601-956-4280

601-956-4281

carl.snell@crptfg.com

Carl E. Snell is the President of Crosspointe Financial Group LLC. For 20 years, Carl has been assisting, families, individual’s and business owners with their investment needs. He has counseled thousands of people over the years in...

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Jane Randall

Administrative Assistant

407-376-8362

601-992-8710

jane.randall@crptfg.com

Jane Randall is the Administrative Assistant at Crosspointe Financial Group LLC. Jane has been assisting Insurance Agents and Financial Advisors for 20 years. Jane attended Central Virginia Community College where she majored in Office...

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