Who We Are

CrossBridge, LLC in conjunction with Woodbury Financial Services is a full service, integrated financial services firm located in northeast Tennessee. We are a passionate and energetic group of experienced advisors and staff who love to work together for your financial well-being. 

We take a comprehensive approach to wealth management, which means we look at your financial well-being from a total perspective.  Our clients trust us to be their primary advisor, and expect us to develop and manage all the moving parts of their wealth management strategy.

This can only be accomplished when there is great trust and chemistry between our clients and our advisors.  This happens when character, competence and committed relationships meet consistent performance.  

Please select the individuals below to learn more about the members of our team.

Senior Managing Partners

Travis Baldridge        Dave McCain        Ron Naegle

 

Associate Partner

Donna Guinn

 

Advisors

Bryan Henderson        Kevin Wilson        Dennis Stokes        Jack Maloney

 

Staff

Susan Leonard        Cathy Staton        Crystal Young        Caitlin Sanders        Casey Middleton