Meet Our Team

NBS Financial Services delivers the financial independence, experience and expertise that you need to help you achieve your financial goals. Our team is dedicated to serving the needs of our clients by providing comprehensive wealth management, investment planning, tax planning, education planning, retirement planning and estate planning services.

Geordie_Crossan

Geordie Crossan CFP®

President/ CERTIFIED FINANCIAL PLANNER™ CFP®

Geordie Crossan is the President and CEO of NBS Financial Services, Inc. Geordie draws upon more than 27 years of financial planning experience and knowledge to assist clients in their pursuit of financial independence. Geordie is a Graduate of the College for Financial Planning, and has been a CERTIFIED FINANCIAL PLANNER™ CFP® in Los Angeles since 1987. Geordie has relied upon his extensive experience and expertise to help cultivate long lasting, trusted relationships with clients from all walks of life. Geordie's areas of expertise are; wealth management, investment planning, tax planning, education planning, retirement planning and estate planning.

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www.linkedin.com/pub/geordie-crossan-cfp/3/268/558/en

Susan_Crossan

Susan Crossan, RN, MPAS

Chief Compliance Officer

Susan Crossan is the Chief Compliance Officer and a Financial Advisor for NBS Financial Services. Susan draws upon her medical background as a registered nurse to bring true caring and compassion to the financial advisory profession. Susan obtained her Master's Degree in Personal Financial Planning from the College for Financial Planning, in 2011. She holds her Series 65 Uniform Investment Advisor certification, and is licensed through the North American Securities Administration Association. Susan places immense value in the client-advisor relationships she nurtures, and spares no effort in ensuring their happiness with her services.

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www.linkedin.com/pub/susan-crossan/a/34/15/en

 

Robert Johanson, CPA, CFP®, CVA

CERTIFIED FINANCIAL PLANNER™ CFP®

Robert Johanson is an advisory affiliate of NBS Financial Services. Robert is a CERTIFIED FINANCIAL PLANNER™ CFP® since 2002. He is also a Certified Valuation Analyst and a licensed California Real Estate Broker. In addition, Robert also has a Mortgage Loan Originator endorsement from the Nationwide Mortgage Licensing System. He utilizes his expertise to assist clients in the areas of financial and tax planning.

Kenneith_Butler

Kenneth Butler, CFP®

CERTIFIED FINANCIAL PLANNER™ CFP®

Kenneth Butler is an advisory affiliate of NBS Financial Services, Inc. Ken is a graduate of the College for Financial Planning and has a Bachelor of Science in Business Administration with an emphasis in Accounting and Finance. As a CERTIFIED FINANCIAL PLANNER™ CFP®, Ken helps his clients to make intelligent and informed financial decisions.

Joseph Brooks

Client Relationship Manager

Joseph Brooks is a client relationship manager for NBS Financial Services. Prior to joining NBS Financial Services in 2004, Joe served as a Senior Investment Consultant for the Charles Schwab Corporation. Joe draws upon over 16 years of experience in the financial services industry to support and develop long lasting, trusted relationships with his clients.

 

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Company Info

NBS Financial Services, Inc.
340 N Westlake Blvd. Suite 112
Westlake Village, CA 91362
805-497-2497
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