Meet the Team
Thomas Fross founded Fross & Fross Wealth Management with his brother Robert, who shared the vision of creating a truly world-class experience for their clients. Prior to starting the firm...
Patrick joined his brothers Thomas and Robert at Fross & Fross Wealth Management in 2009. He holds the Retirement Income Certified Professional (RICP®)...
Before joining the team at Fross & Fross Wealth Management, Renee gained her experience working for several Fortune 500 Companies as the manager of...
Casey joined Fross and Fross Wealth Management in June 2013 and is a veteran of the financial services industry. He started his career in...
Geoff joined Fross & Fross Wealth Management in January 2021 from TIAA where he was a Wealth Management Advisor for...
Rhonda has worked with the Thomas and Robert Fross for over a decade. When Fross & Fross Wealth Management was born, Rhonda was an instrumental part in it...
Lisa, who joined the Fross & Fross Family in 2016, brings many years of Client Relations experience to the Fross & Fross Family. She has 20+ years of client care experience...
Janice joined the Fross & Fross Team after relocating from her home state of Massachusetts where she & her husband ran the ...
Andrea joined the Fross & Fross Family with a strong background in Event Management and Marketing in 2019. With a degree in Advertising and Public Relations, she brings...
Michelle, a native Floridian, has spent over 20 years in the banking industry in Central Florida where her “get it done” attitude helped her to succeed in numerous roles; from...
Zechariah is a native of Colorado where he helped develop a Search and Rescue team in Vail, as an EMT and worked as a whitewater raft guide on the river. Following a move...
Allison joined the Fross & Fross team in 2015. Throughout her over 20 years of experience in the financial industry, she has mastered countless skills...
Judy joined the Fross & Fross family in 2007 and is our most tenured employee. She has spent 30 years in customer experience roles with...
Lisa comes to the Fross & Fross team with an extensive background in customer Service and Office Administration. Her experience is reflected in...
Michael Fross brings a new approach and fresh perspective to the practice. Michael’s experience managing client’s cases through the administrative process is a skillset that is...
When Makenna Fross officially joined the business, she quickly became an indispensable team member. Her ability to assist with tasks and perform behind the scenes work...
Tara’s extensive background in personal banking has helped her build a superb rapport in client services and relations. She attended...