Broker Check

Team Bios

Cherrie Moreno

Client Service Associate

(407) 663-5020

cherrie@crossoverpnt.com

Cherrie provides administrative support as well as client service and event planning. She began her career in Wall Street's Foreign Exchange industry as a receptionist, eventually becoming an expert in FX trading for over 18 years. In...
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Colleen Henderson

Client Service Associate

(407) 663-5020

Colleen provides administrative support as well as client service and event planning. She has over a decade of experience including positions as Executive Assistant and Office Manager in the fields of architecture and real estate, as...

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Jessica Sexton

Chief Compliance Officer

(888) 430-1555

compliance@IAARIA.com

Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...

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Michael P Henderson, CFP® CKA®

Founder/Wealth Advisor

(407) 663-5020

michael@crossoverpnt.com

For nearly 25 years, I've been trusted resource for families seeking financial guidance. As a CERTIFIED FINANCIAL PLANNER™, my team and I specialize in financial planning, asset management, risk management, along with estate and...

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