About Us

Our Mission

At Crossover Capital, our number one goal is to provide people with the support, knowledge, and access to make informed decisions about their financial futures. Oftentimes, in difficult financial situations, people can feel powerless. Our mission is to help give power back to our clients by educating and navigating them through various life stages. Building a foundation for success starts with steady support and a customized approach. Crossover Capital is here to provide the necessary tools required for growth and to be a champion for our clients’ success.
Leadership

Alexander Pron, CFP®, CBDA, CPA

Founder, Wealth Strategist
Alex helps both new and experienced crypto investors navigate a complex space with clear guidance. A graduate of Wharton’s “Blockchain Analytics and Digital Assets” program, he simplifies crypto concepts and empowers clients to make informed decisions and invest with confidence.
View Alexander Pron, CFP®, CBDA, CPA's Bio Schedule A Call

Tasha M. Shadle, CIMA®, CDFA®, CBDA

Founder, Wealth Management Advisor
As a Certified Divorce Financial Analyst (CDFA) with over 22 years of financial services experience, Tasha combines expertise and empathy to best serve her clients. She listens closely and considers every aspect of family dynamics to guide her clients through life’s most complex transitions.
View Tasha M. Shadle, CIMA®, CDFA®, CBDA's Bio Schedule A Call
The Team

Danielle Montgomery

Chief Operating Officer
As COO of Crossover Capital, Danielle partners closely with the leadership team to strengthen operations, improve execution, and build the systems that support long-term growth. Known for bringing clarity to complexity, Danielle helps translate strategy into action by aligning people, processes, and priorities. She is passionate about creating healthy, sustainable…

Nicole Murray

Client Experience Manager
Nicole has been supporting clients in the financial industry for over 17 years. With a proactive, detail-oriented approach, she helps create a seamless client experience through clear communication and personalized support. Nicole is passionate about building relationships and helping others feel confident and supported every step of the way. Nicole…
Chief Morale Officers

Chloe

Chief Morale Officer
No one keeps the Crossover team more upbeat than Copper and Chloe.

Copper

Chief Morale Officer
No one keeps the Crossover team more upbeat than Copper and Chloe.
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Danielle Montgomery

Chief Operating Officer

As COO of Crossover Capital, Danielle partners closely with the leadership team to strengthen operations, improve execution, and build the systems that support long-term growth.

Known for bringing clarity to complexity, Danielle helps translate strategy into action by aligning people, processes, and priorities. She is passionate about creating healthy, sustainable organizations where leaders can focus on their highest-value work and teams have the structure and support they need to thrive.

Danielle brings a collaborative and thoughtful approach to leadership and believes that small, intentional improvements often create the greatest long-term impact.

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Nicole Murray

Client Experience Manager

Nicole has been supporting clients in the financial industry for over 17 years. With a proactive, detail-oriented approach, she helps create a seamless client experience through clear communication and personalized support. Nicole is passionate about building relationships and helping others feel confident and supported every step of the way.

Nicole lives in New Hope, PA, with her husband and two children.

Education:
Penn State University, College of Communications, B.A

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Chloe

Chief Morale Officer

No one keeps the Crossover team more upbeat than Copper and Chloe.

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Copper

Chief Morale Officer

No one keeps the Crossover team more upbeat than Copper and Chloe.

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