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®

Founder, Wealth Strategist
Alex Pron understands that the world of finance can be daunting, particularly for those who are new to investing on their own.  While some advisors can intimidate with fancy industry lingo, Alex strives to simplify — making complex concepts easier for his clients to understand. A cornerstone of Alex's services…

Tasha M. Shadle, CIMA®, CDFA®

Founder, Wealth Management Advisor
Tasha brings 21+ years of financial services experience to Crossover Capital. She has always believed in education, which is why over her many years of servicing clients she has added different financial designations to her educational background so she can fully understand the clients' needs to assist them appropriately. She is a great listener who wants…
The Team

Chris Plummer

Senior Compliance Officer
Chris is a Senior Compliance Officer and brings over 20 years of direct regulatory compliance experience within the financial services industry, beginning his career with the market surveillance department at the Philadelphia Stock Exchange.

Paul Dalton

Chief Technology Officer with tru Independence
Paul was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that, he served as network administrator of a multi-billion dollar registered investment advisor that managed long-short equity funds of…

Jamie Sullivan

CFO Services with tru Independence
Jamie is Chief Financial Officer at tru Independence, where she supports the organization’s mission of empowering investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms — while maintaining 100% ownership stake of their new entity. Jamie has considerable years of…

Doug Nichols

HR and Payroll with tru Independence
Doug manages and administers tru’s client’s payroll, HR and outsourced HR. Doug spent more than 20 years in the mortgage industry, where he managed annual loan originations of over $1bn. He is bringing his decades of expertise to build a mortgage platform for tru clients. Doug is a builder and…

Mark Corcoran, CFA

Chief Investment Officer with tru Independence
Mark is an investment industry veteran. Over the past three decades he has provided stock, mutual fund and ETF analysis, as well as overall portfolio analysis, and information on economic and market dynamics to advisory firms nationwide. He is a long-standing member and past board member of the CFA Institute…
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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Chris Plummer

Senior Compliance Officer

Chris is a Senior Compliance Officer and brings over 20 years of direct regulatory compliance experience within the financial services industry, beginning his career with the market surveillance department at the Philadelphia Stock Exchange.  From there, Chris has had the opportunity to implement and oversee both broker-dealer and investment advisory compliance programs spanning both the retail and institutional marketplace for both public and private companies including.  Chris served as Chief Compliance Officer for RAIT Financial Trust’s broker-dealer and investment advisory entities before a stint that took him and his family to Dallas Texas, serving as VP of Compliance for Hudson Advisors and the Lone Star Funds, a private equity firm.  He is a past holder of FINRA licenses, including the Series 4, 7, 24, 53, 55, 66 and 87.

Chris attended West Chester University, graduating with a B.S. in Economics and a B.S. in Finance, and thereafter, attended Johns Hopkins University where he earned his Master’s in Applied Economics.  Chris also served in the United States Marine Corps Reserve from 1996 through 2002.  Chris resides in his hometown of Springfield, Delaware County, Pennsylvania with his wife and 9 kids.

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Paul Dalton

Chief Technology Officer with tru Independence

Paul was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that, he served as network administrator of a multi-billion dollar registered investment advisor that managed long-short equity funds of hedge funds.

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Jamie Sullivan

CFO Services with tru Independence

Jamie is Chief Financial Officer at tru Independence, where she supports the organization’s mission of empowering investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms — while maintaining 100% ownership stake of their new entity. Jamie has considerable years of finance and accounting experience and enjoys sharing her strategic insights, financial management wisdom, and leadership skills with tru Independence and its independent financial advising clients.

She started her career as an auditor with PricewaterhouseCoopers, where she primarily worked within the investment management sector. She then worked as a financial advisor and CFO for a boutique independent advisor firm before transitioning into the niche market of providing middle and back-office services to independent financial advising firms. In this role, she harnesses her expertise to provide value and guidance to a larger audience of financial advisors, executives, and business owners.

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Doug Nichols

HR and Payroll with tru Independence

Doug manages and administers tru’s client’s payroll, HR and outsourced HR. Doug spent more than 20 years in the mortgage industry, where he managed annual loan originations of over $1bn. He is bringing his decades of expertise to build a mortgage platform for tru clients.

Doug is a builder and his passion is building new solutions and long-lasting relationships for advisor clients. Doug believes his contributions at tru have helped to shape the company culture of enthusiasm and support for advisors, their growth, and their independence.

Doug is mortgage and insurance (life and health) licensed. He graduated from Lewis and Clark College in Portland, OR with a BA in History.

Doug is the quintessential family man. He lives with his wife and sons near his mother and siblings and enjoys spending time with all of them. He and his wife can often be found cheering at their sons’ sports teams. Doug is also an avid golfer and occasionally competitive, Masters Level, basketball player.

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Mark Corcoran, CFA

Chief Investment Officer with tru Independence

Mark is an investment industry veteran. Over the past three decades he has provided stock, mutual fund and ETF analysis, as well as overall portfolio analysis, and information on economic and market dynamics to advisory firms nationwide. He is a long-standing member and past board member of the CFA Institute & CFA Society of Portland, and SIFMA Research Director and a CFA Research Challenge Judge. He was formerly a Director of Private Client Research at multibillion dollar advisory firm which handled over $28 billion of assets under management.

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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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