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Our Associates

Our team approach adds perspective and provides increased benefits to our clients.

Meet Our Team

William H. Brady Jr CFP, CPA

Managing Principal

(843) 785-9400

bill@crossroadsfinancial.group

Bill is the Managing Principal Advisor and President at CrossRoads Financial. He’s been in the financial industry since 1977, and has received several different licenses and designations along the way...

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Shane R. Russell, AWMA® 

Executive Vice President , Director of Operations

(843) 785-9400

shane@crossroadsfinancial.group

Shane is the Executive Vice President and Director of Operations here at CrossRoads Financial. Since he was a kid, his dream was to work alongside his father every day—but he had to earn his way there first...

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Caleb V. Henry

Administrative Assistant

(843) 785-9400

caleb@crossroadsfinancial.group

Caleb is originally from Chattanooga Tennessee but now lives on Hilton Head with his family and is currently studying Computational Science at the University of South Carolina-Beaufort. Caleb will be using his skills to compile...

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Darbie Russell Brady

Client Service Associate

(843) 785-9400

darbie@crossroadsfinancial.group

Darbie in her role as Administrative Assistant, make sure that everything within the CrossRoads Financial Group office runs smoothly. She handles most of the office operational tasks and does so with high energy and a loving...

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