Crossbridge Financial Group, LLC, provides independent financial services, comprehensive guidance, and products through dozens of investment and insurance companies.

The group was founded in 1997 by John M. Adamczuk, MS, CFP®, AIF®, and Gerald J. Randisi, CFP®, who wanted to combine their expertise and expand the range of services and products available for the benefit of the clients they serve.

Crossbridge Financial Group has offices in Burlington, Cary, and Chapel Hill, Emerald Isle, Kinston, and Wilmington, North Carolina. 

Fixed insurance products and services offered by Crossbridge Financial Group, LLC, are separate and unrelated to Commonwealth.

Uwe F. Schweikert

Uwe Schweikert

Private Wealth Advisor | Director of Business Development | Managing Principal

[email protected]


Office Locations

  • Burlington
  • Cary
  • Chapel Hill
  • Emerald Isle
Michael-E-Spears

Michael E. Spears, CRPC®, APMA®

Private Wealth Advisor

[email protected]


Office Locations

  • Cary
  • Emerald Isle
  • Kinston
  • Wilmington
J. Douglas Wheeler

J. Douglas Wheeler, CFP®

Financial Advisor

[email protected]


Office Location

  • Chapel Hill
H. Brandon Hughes

H. Brandon Hughes, CFP®,​ CRPC®, RICP®, MBA

Financial Advisor

[email protected]


Office Locations

  • Cary
  • Kinston
Thomas D. Storrie

Thomas D. Storrie, CFP®, MBA

Private Wealth Advisor

[email protected]


Office Location

  • Chapel Hill
Marc Winstead

Marc Winstead

Private Wealth Advisor

[email protected]


Office Location

  • Burlington
Christopher G. Murphy

Christopher G. Murphy, CFP®, ChFC®, APMA®, MBA

Private Wealth Advisor

[email protected]


Office Location

  • Cary
Doug Weaver

Doug Weaver, ChFC®, CRPC®

Private Wealth Advisor

[email protected]


Office Locations

  • Burlington
  • Cary
  • Chapel Hill
  • Emerald Isle
Susan D. Finley

Susan D. Finley

Client Services Manager

[email protected]


Office Location

  • Burlington
Susan Spencer

Susan Spencer

Client Services Coordinator

[email protected]


Office Location

  • Cary
Serena Koltzau

Serena Koltzau

Client Services & Marketing Manager

[email protected]


Office Locations

  • Emerald Isle
  • Kinston
  • Wilmington
Wendy M. Mitchell

Wendy M. Mitchell

Executive Assistant & Operations Manager

[email protected]


Office Locations

  • Emerald Isle
  • Kinston
  • Wilmington
Christine L. Murphy

Christine L. Murphy

Director of Business Operations

[email protected]


Office Location

  • Cary