Tasha M. Shadle, CIMA®, CDFA®, CBDA

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 to understand everything about your family dynamics, the good, bad, ugly, and great.

Tasha understands that human nature causes us to freeze and do nothing in time when we do not fully understand and are overwhelmed. By breaking down the complex she will help you move out of this zone and plan for your future with a comprehensive financial plan and investment plan that is well thought out and can be implemented in phases to get you where you need to be without overwhelming you.

She understands that everyone learns differently so at Crossover Capital they use visual and auditory material to educate. Tasha believes educating is what empowers you to make decisions that are best for you and your family, which is why Crossover Capital puts an emphasis on it.

Tasha resides in Newtown PA with her recently certified therapy dog Chloe who is part of “Angels on a Leash” where they volunteer together.

Education:
Penn State University, Pennsylvania College of Technology, B.S.

Professional Designations Obtained:
Certified Investment Management Analyst^© (CIMA^©) – Wharton School of UPenn and Investments & Wealth Institute
Certified Divorce Financial Analyst^© (CDFA^©)