Michael E. Spears

About Michael E. Spears

My ApproachI am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.Crown Financial TrainedChristian Financial Advisor Network - Ameriprise FinancialEast Carolina University Alumni Association, Chapter LeaderDetas Fields Homeowner\'s Association, Past PresidentBanks Elementary PTA, Past PresidentYouth Soccer CoachLenoir County Citizens for Better Schools, ChairmanMary\'s Soup Kitchen, VolunteerAreas of Focus:Retirement Income StrategiesInsuranceTax Planning StrategiesWealth Preservation StrategiesWomen\'s Financial StrategiesExecutive Compensation and Benefit StrategiesEstate Planning StrategiesInvestmentsRetirement Planning StrategiesRetirement Plan DistributionIRA RolloverSmall BusinessEmployee Stock OptionsCharitable GivingThis communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MD, MI, MO, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Crossbridge Financial Group, LLC 290 Linden Oaks, Suite 320, Rochester, New York 14••••••••30 Please review our Terms of Use at

Experience

1. Private Wealth Advisor

   Crossbridge Financial Group

   Jun 2019 — Present

Education

• East Carolina University

  Bachelors of Science

  1992 — 1994

• East Carolina University - College of Business

  B.S.B.A.

  1990 — 1994