Crossvine A Financial Planning Firm

Crossvine A Financial Planning Firm Northwestern Mutual Private Client Group
Forbes Best-In-State Wealth Advisors 2024
We run on EOS
📍Wichita Falls 📍 Dallas 📍 Fort Worth 📍 Amarillo

The vision of Crossvine A Financial Planning Firm is to be at the center of our client’s financial lives by planning and delivering financial security through a caring team, engaging technology, long-term product values, and the financial strength only Northwestern Mutual can provide.

Team Development Day was a win!  We spent time at State of the Agency, soaking in wisdom from powerful speakers and focu...
06/13/2026

Team Development Day was a win!

We spent time at State of the Agency, soaking in wisdom from powerful speakers and focusing on growing stronger as a team.

Grateful for every chance to get better – and thankful for our Fort Worth NM family cheering us on.

Our office will be closed June 12th for a team development day. We will reopen Monday, June 15th at 8:00 A.M.  If you ne...
06/12/2026

Our office will be closed June 12th for a team development day. We will reopen Monday, June 15th at 8:00 A.M.

If you need to make a trade or need immediate assistance, please call 940-209-6350 and a team member of ours will assist you.

We hope you have a wonderful weekend!

We are incredibly proud to celebrate Logan passing the Certified Plan Fiduciary Advisor (CPFA) exam and earn her new des...
06/11/2026

We are incredibly proud to celebrate Logan passing the Certified Plan Fiduciary Advisor (CPFA) exam and earn her new designation as a Qualified Plan Financial Consultant (QPFC)!

These achievements highlight her expertise in retirement plan strategy, fiduciary responsibility, and helping clients build strong financial futures.

Way to go, Logan - we're so proud of you! 🎉

We’re hiring! Crossvine is looking for a part-time Receptionist! This role supports our front desk by answering phones, ...
06/09/2026

We’re hiring! Crossvine is looking for a part-time Receptionist!

This role supports our front desk by answering phones, greeting clients and handling basic administrative tasks to keep the office running smoothly.

To apply, please email your resume to [email protected]

Happy 4-Year Workiversary, Logan!  Four years of hard work and steady dedication – Crossvine is better because of you. T...
06/06/2026

Happy 4-Year Workiversary, Logan!

Four years of hard work and steady dedication – Crossvine is better because of you. Thanks for everything you bring to the team.

We're excited to announce the newest additions to the Crossvine team! Please join us in welcoming our Advisor Apprentice...
06/05/2026

We're excited to announce the newest additions to the Crossvine team!

Please join us in welcoming our Advisor Apprentices - Jack, Ty and Conner and our Interns - Mary and Bernard.

We're grateful for the continued growth of our team and look forward to all that's ahead with such a strong group joining us.

We’re hiring! Crossvine is looking for an Admin Intern! This role supports our administrative department and offers the ...
06/04/2026

We’re hiring! Crossvine is looking for an Admin Intern!

This role supports our administrative department and offers the opportunity to support our team, while learning office operations. Great for students or anyone looking for part-time office experience.

To apply, please email your resume to [email protected]

Concrete is down — foundation officially poured! 🧱✨ Watching our new building take shape is so exciting. Can’t wait to s...
06/04/2026

Concrete is down — foundation officially poured! 🧱✨ Watching our new building take shape is so exciting. Can’t wait to share more updates as this space comes to life. Stay tuned!

If saving for your child’s education is a major goal, we can help you find the college savings options that would work b...
06/03/2026

If saving for your child’s education is a major goal, we can help you find the college savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

Happy 2nd Anniversary, Teri & Camden!  Two years down – here’s to many more filled with love, laughter, and little momen...
06/01/2026

Happy 2nd Anniversary, Teri & Camden!

Two years down – here’s to many more filled with love, laughter, and little moments that matter. Enjoy your day!

Address

2405 Kell Boulevard , Ste 200
Wichita Falls, TX
76308

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19407670303

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