DREAM Bigger

All of our client relationships, as well as our investment management approach, are rooted in our DREAM Process. We have fine-tuned this process based on decades of experience and firmly believe our clients who are engaged in our process are more successful.
Learn More About Our Process

Our Five Key Areas of Focus

By focusing on these five key areas, we have been able to tailor our services and hone in on the unique needs and goals of our clients.

five key areas of focus 1

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How to Get Started

You can reach us by phone or email.  We look forward to hearing from you.

Ronald Cross
Managing Director – Investments
(937) 949-6323
ron.cross@wfa.com

Brandon Knutson
First Vice President – Investments
Executive Director
Branch Manager
(937) 859-2044
brandon.knutson@wfa.com

The Cross Knutson Financial Group of Wells Fargo Advisors