Allegiant Welcomes Michelle Cross, CFP®, CPA, CDFA® & Karyn Nantes

APA Cross 8x10 smallAllegiant Private Advisors is a fully independent, fee-based financial advisory firm that will always act in your best interests. Our team includes wealth advisors, financial analysts, portfolio managers and customer service professionals who work tirelessly to address all phases of your financial life. We employ, serve, and collaborate with good people only - and we truly feel our clients are part of our family.

This summer, we are pleased to expand the strength of our committed team offering deep expertise, long-term vision and concierge-level service as we welcome two new team members to your Allegiant family.

Michelle Cross, CFP®, CPA, CDFA®, has joined Allegiant Private Advisors as a Wealth Advisor. Having worked in the financial services industry since 2002, her role at Allegiant focuses on a holistic advisory approach, guiding client families through all areas of financial planning to help define and achieve their financial goals. Michelle previously worked for Deloitte & Touche’s investment management audit group and spent several years as an audit manager at a large local CPA firm before becoming an independent financial planner. Originally from Philadelphia, PA, she received her Bachelor of Science in Accounting from the University of Delaware. Michelle holds the CERTIFIED FINANCIAL PLANNER™ certification, is a Certified Divorce Financial Analyst® designee, and Certified Public Accountant currently licensed in Florida and Pennsylvania.

APA Nantes 8x10 smallKaryn Nantes has joined Allegiant Private Advisors as an Operations Specialist. She is responsible for processing money transfers, new account setup, account maintenance, and handling client questions with the highest quality of service. Prior to joining the firm, Karyn worked for Harvest Partners Private Equity in New York and Mallitz Investment Group in Sarasota, FL. Karyn received her B.S. in Interdisciplinary Studies in Social Science from Michigan State University.

As you have experienced first-hand, we do not have client-advisor silos at Allegiant. Instead, the entire company acts as a singular team, all of whom are dedicated to providing exceptional service to all clients.

Today, our team includes three Chartered Financial Analyst Charterholders (plus one more in process), four Accredited Investment Fiduciary® Designees, and nine professionals who have earned the CERTIFIED FINANCIAL PLANNER™ certification:

Chairman Martin J. Kossoff, CFP®, AIF®
President & Chief Investment Officer Benjamin W. Jones, CFP®, AIF®
Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®
Wealth Advisor Director Carl A. Watkins, CFP®, CDFA™, AIF®
Portfolio Manager Luke Nicholas, CFP®, CFA
Wealth Advisor Melissa Walsh, CFP®, CFA
Wealth Advisor Michelle Cross, CFP®, CPA, CDFA®
Paraplanner Kristina (KJ) Vorndran, CFP®, CRPC®
Senior Operations Specialist Karen Rivot, CFP®

These designations are the hallmarks of advisors committed to putting client needs first. We're pleased to welcome these new colleagues who share our philosophy and enhance our qualifications and commitment to being the company that sets the bar for fiduciary financial advice.