Jack Benjamin Cross
Senior Wealth Advisor
Cross enjoys offering thorough and personalized financial advice in his capacity as Senior Wealth Advisor, which includes exhaustive suggestions, risk analysis, and financial planning.
Cross strives to understand his clients' objectives and provide exceptional care and service as an experienced advisor. Prior to joining Aldwin Callen in 2016, Cross worked as a financial advisor for Wells Fargo in Minneapolis for ten years. Cross's slogan is "clarity, confidence, and concierge care," and he believes Aldwin Callen allows him to give all of those services to his clients.
Originally from Minneapolis, Minnesota, Cross earned a B.S. in Business Administration with emphases in Finance and Business Economics from The University of Minnesota. Cross is a devoted father and husband who volunteers with the Kids In Need Foundation. Roseville, Minnesota.
What has driven you to your current career path?
I focus on long-term planning to help clients pursue their financial objectives, while building strong relationships with each and every one of them in the process. I incorporate the ‘mom rule’ in my business philosophy, treating clients with the same respect I give my own mother.
What is the most adventurous thing you’ve done?
Hot air balloon ride in Goa.