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, CFP®, CLU®, ChFC®

Director of Advanced Financial Planning
Office 410-659-6069

Mark joined Jeff's team in 2010, bringing his own experience as a Financial Planner. He is a CERTIFIED FINANCIAL PLANNER™ and has earned the Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College. Mark holds active Maryland Life and Health, Long Term Care, and Variable Annuity licenses, as well as Series 6, 7, and 66 securities licenses.

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. In his spare time, Mark can be found on the golf course or in the stands at sporting events of all seasons. He enjoys traveling with his wife, Erika, and looks forward to sharing his hobbies with his son, Caden. Mark is on the board of the Star-Spangled Banner Flag House.

How can Mark help you?

  • He develops your Personal Planning Analysis
  • He oversees strategic portfolio management
  • He develops strong client relationships
  • He conducts planning reviews
  • He triages interim planning or cash flow needs
  • He recruits and develops new advisors
 
Emily C. Inglis

Emily C. Inglis

Operations Manager
Office 410-659-6014

Emily joined Jeff’s team in the spring of 2018. She currently holds Maryland Life and Health and Long-Term Care Licenses, as well as Series 6 and 63 securities licenses.

Emily grew up outside of Hartford, Connecticut and moved to Baltimore to get her B.A. at Loyola University Maryland. She lives in Baltimore City with her fiancé, Ellison, and enjoys cooking, traveling, and all things musical. She has served as an Elder at Second Presbyterian Church in Baltimore since 2017.

How can Emily help you?

  • She answers questions related to servicing your insurance policies, annuities, and billing accounts
  • She walks you through the insurance application process
  • She helps you initiate an insurance claim
  • She opens and services new and existing investment accounts
  • She processes contributions to and distributions from your investment accounts
  • She assists in creating your online profile, electing paperless delivery options, and navigating the client website
 

Jeffrey P. Crosley, CLU®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck