Stiefel Investments

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

US Asset Management, located in Duluth, GA, specializes in providing straightforward financial planning solutions aimed at helping clients make informed decisions regarding their money. With a focus on integrity, prudent investment guidance, and attentive client service, the firm addresses a wide range of financial needs, including retirement planning, inheritance, and divorce-related financial strategies. Founded by David Cross, a Certified Portfolio Manager with over 25 years of experience in managing investments, US Asset Management is dedicated to serving individuals, businesses, and charities. The company prides itself on its commitment to trust, fair costs, simplicity, and frequent communication with clients to ensure their financial goals are met effectively. Generated from the website

I build and implement personalized financial plans by getting to know my clients really well. By having thoughtful conversations, using detailed data gathering, and being curious, I learn their true goals and concerns and provide an easy to understand set of solutions for them. My wife Erin and I have been married since 2008, and we have two children. In my free time I am with my family, coach youth sports, play tennis year-round and dirt-bike with friends.