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About Crossroad Financial Associates

We are an established, Christian owned, financial planning practice and enjoy the relationships that develop while providing our customers guidance in the financial decision making process.

We've found that most people just want to make good decisions with the money they have and to enjoy life with their friends and family. In planning your retirement, we want to help you continue doing the activities that bring value to your life. For many, that may include the desire to continue growing, travelling a little, and to keep contributing in important ways. With wise investment management, we also want to help you align your financial decisions and your values.

Jon's family resides in Westport, MA, where they enjoy participating in their children's soccer activities and are members of Lutheran Church of the Way. For fun Jon enjoys training for the Ragnar "Reach the Beach" team relay and coaching youth soccer.
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Community Impact

Meet Our Team

Jon Skov

Jon Skov

AEP®, ChFC®, RICP®, BFA™

Title

Wealth Advisor

State(s) Licensed
AZ, CO, CT, FL, IL, MA, ME, MN, NC, NH, NY, OH, PA, RI, VT, WI,
Website
https://connect.thrivent.com/jon-skov
Phone
774-202-2240
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    Bryan Schmeling

    Bryan Schmeling

    FIC, RICP®


    Although Bryan is not a member of Crossroad Financial Associates team, he provides Joint Field Work.  Also, Bryan does not office in the same location as Crossroads Financial Associates. To learn more about Bryan, please click here https://connect.thrivent.com/new-day-planning/

    Title

    Financial Consultant

    Location

    North Scituate

      Thomas McQueen

      Thomas McQueen

      Title

      Financial Associate

        Barbara Bosworth

        Barbara Bosworth

        Title

        Insurance Supt Associate

        State(s) Licensed
        MA,
        Phone
        774-271-6825
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          Michael Peters

          Michael Peters

          Everyone feels better when they have a plan. I listen to clients to understand their financial goals and dreams. My advice is personally tailored to everyone I work with to put them in the best position to achieve their goals. It’s so gratifying to see others succeed on their financial journey, and I love the fulfillment I get from helping people.


          A few organizations I support both help to fight cancer. Haymakers for Hope and the V Foundation. They tie into activities I enjoy, boxing and basketball.

            

          I attended Providence College as an undergrad and got my Masters degree at Bryant University.  


          Haymakers for Hope and the V Foundation are not affiliated with or endorsed by Thrivent.

          Title

          Associate Financial Advisor

          State(s) Licensed
          CA Insurance Lic. #4300018 , CT, MA, ME, NH, NJ, NY, RI, WA,
          Website
          https://connect.thrivent.com/michael-peters
          Phone
          860-617-3376
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            Robert Cerniglia

            Robert Cerniglia

            FIC, RICP®, CLTC®

            Title

            Associate Financial Advisor

            State(s) Licensed
            CT, MA, ME, NH, OH, PA, RI,
            Website
            https://connect.thrivent.com/robert-cerniglia
            Phone
            978-580-0558
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