Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


James Bradford Cross, CRPC

Senior Vice President–Wealth Management

Brad has enjoyed learning from successful people his entire life, including mentors, clients, coaches, the Notre Dame family, and his father-in-law, Earl Bossenberry (a 30 year veteran broker with Goodbody and Merrill Lynch). Brad's passion is to help clients have a positive attitude about meeting the financial challenges of investing, aging, and coping with turning points in their lives. As an advisor, his clients trust that he is uniquely positioned to help build lasting financial security. Brad married his high school sweetheart in 1987 and resides in Royal Oak, raising a daughter and son.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MO
  • NC
  • NY
  • OH
  • RI
  • TX
  • VA
  • WA


  • Royal Oak Shrine Catholic High School
  • Bachelor of Business Administration (BBA), Marketing, University of Notre Dame
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 637-0241

Email Me

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