The Crossfield Perspective
The name Crossfield is a deliberate nod to the game of lacrosse—a sport defined by speed, coordination, and a “cross-field” perspective. In the heat of play, the most effective leaders are those who can see the entire field at once, identify the strategic opening, and execute with perfect timing.
At Crossfield Strategic Partners, this same perspective guides our work. We navigate the high-speed intersection of high-net-worth planning, institutional lending, and insurance carrier relations. By maintaining a “whole field” view, we bring together producers, banks, insurers, and clients into a single, coordinated strategy.
Our role is to provide the vision that ensures clarity, alignment, and long-term stability for every solution we architect.
Leadership & Strategy
With decades of experience, Tomer is well-known for his expertise in premium finance and advanced wealth planning for high-net-worth clients. He works closely with advisors and clients to structure sophisticated strategies that integrate life insurance, banking, and tax-efficient planning. Tomer also trains and supports thousands of agents nationwide, providing the tools and frameworks needed to execute complex cases with confidence. He is a frequent speaker at AICPA and NAIFA conferences and holds both an MBA and a Doctorate in Business Administration.
Dawn is a tax attorney with deep expertise in advanced planning and insurance, specializing in the design and implementation of sophisticated strategies for high-net-worth clients. She brings a highly technical, solutions-oriented approach to complex case design. Dawn works closely with advisors and clients to structure tailored planning strategies, ensuring they are both technically sound and effectively executed. She is known for translating complex concepts into clear, actionable guidance that drives meaningful outcomes.
Planning & Development
Caleb brings over 14 years of experience in financial services and insurance, spanning both wholesale brokerage and client-facing roles. He leverages this perspective to design and implement effective planning solutions across every stage of the process. Caleb specializes in accumulation and income planning, with deep expertise in annuities and life insurance. Caleb takes a hands-on approach, serving as a trusted partner while ensuring each client’s strategy is thoughtfully designed and fully executed.
Vivian leads the growth and development of high-performing advisors, focusing on recruiting, mentoring, and elevating their practices. She helps professionals transition into long-term, wealth-focused advisory roles through structured training and strategic coaching. A licensed educator, Vivian has trained thousands of insurance professionals across multiple organizations. Her approach blends real-world execution with high-level strategy, equipping advisors with the tools, positioning, and infrastructure needed to succeed in the affluent market.
Operations & Marketing
Serving as a central point of coordination across clients, agents, and financial institutions, Michael ensures seamless execution of client cases and day-to-day operations. He manages complex scheduling, gathers documentation, and troubleshoots cases to keep processes moving efficiently. Michael’s experience as a sales agent with Humana Medicare and Allstate informs a strong understanding of client needs and policy structures. He partners closely with banking institutions, guiding cases through underwriting and approval with exceptional attention to detail.
With a background in advertising, Josh brings a dynamic blend of creative and operational expertise to the marketing team. He supports the full marketing lifecycle, from designing landing pages, and email campaigns to producing and editing video content that drives engagement. Josh also plays a key role in community engagement and webinar support, ensuring each touchpoint is visually compelling and strategically executed. Behind the scenes, he builds marketing automations and forms that streamline workflows and extend the team’s reach.
Matt leads discovery calls with prospective clients, walking through their goals and financial picture to help determine how Crossfield’s premium finance and advanced planning strategies can fit their needs. His perspective is grounded in hands-on experience with the lending process, from evaluating financing options and gathering documentation through closing, where he coordinated closely with lenders, processors, and other parties to keep transactions moving efficiently. That background gives him a practical, detail-oriented approach to conversations with prospects, helping them understand not just the strategy but how it actually works in practice. A graduate of Fairleigh Dickinson University with a degree in Business Administration, Matt brings a strong work ethic and a commitment to clear, responsive communication to every client interaction.
Join the Crossfield Network
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