My Team

Jeffrey Crosley takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

 

 
Mark Steven Lupo

Mark Steven Lupo

Associate Wealth Management Advisor
Office 410-659-6069

Mark was born and raised in Baltimore, Maryland and is currently an Associate Wealth Management Advisor alongside Jeff Crosley.  Mark went to high school at Calvert Hall where he played baseball and basketball.  He went on to graduate from Elon University in North Carolina with a B.S. in Business Administration.  At Elon he studied abroad along the east coast of Australia, which was the highlight of his college experience.

Mark serves as a board member of the Maryland Flag House Museum.  He currently resides in Howard County with his wife Erika. Mark’s other passions include traveling, sporting events, and golf.   

 
Emily C. Inglis

Emily C. Inglis

Administrative Assistant
Office 410-659-6014

The newest member of the team, Emily grew up outside Hartford, Connecticut. She moved to Baltimore in order to attend Loyola University Maryland, from which she received a B.A. Emily studied abroad in Rome during her time in Loyola, and played an active role in the leadership of the school's honors program council. Following graduation, Emily worked for several years in the museum sector.

Today, Emily is active in her neighborhood and church community. In her spare time, Emily enjoys singing and playing the flute.

 
Gregory T Patchak

Gregory T Patchak, CFP®, RICP®

Investment Operations Manager
Office 410-539-0084
 

Jeffrey P. Crosley, CLU®, CFP®

Wealth Management Advisor

 

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