Meet the Cross Roads Team

Personalized Wealth Management with a Dedicated Support Team

At Cross Roads Investment Management, you’ll work directly with a seasoned lead advisor supported by a small, highly skilled team. Together, we deliver a personalized wealth management experience designed around your goals, values, and life transitions. With nearly 80 years of combined experience, our team brings deep knowledge in retirement planning, investment strategy, client service, and communication—so you always feel informed, prepared, and supported.

Louis Falvo, CIMA® CDFA®

CEO and Founder

(843) 212-2085

louis.falvo@lpl.com

Louis Falvo is a graduate of Rochester Institute of Technology where he earned his B.S. in Finance with a concentration in Economics. Lou is a Certified Investment Management Analyst® which was issued by Investments and Wealth...

Kamisha McKnight

Virtual Practice Manager

(610) 619-0441

Kamisha has been in the financial services industry since 2021, specializing in retirement planning, account management, and customer care. She joined Cross Roads in 2024, bringing her dedication to client support and a commitment to...

Noah Brooks, CMT, CIPM®

Director of Investments & Chief Market Strategist

(703) 214-2112

Noah is the Director of Investment at Good Life of Nova. Noah brings 23 years of investment services experience and six years as Director of Investments at Good Life Advisors. Noah’s experience revolves around portfolio...

Kayla Rentschler, PCM®, CDMP

Marketing Manager

Kayla Rentschler, PCM®, CDMP, supports the marketing initiatives of Lou Falvo’s firm through Good Life Companies. She manages his website, social media, and client communications, blending more than a decade of marketing and design...

Clients First

At Cross Roads, our mission is rooted in empathy. We have seen firsthand how overwhelming financial decisions can be, especially during life transitions like retirement or divorce. That is why we have dedicated our careers to helping individuals and families take control of their financial future with clarity and confidence. We focus on education, empowerment, and long-term support so you never feel like you are navigating it alone.

Our Approach

No two clients are the same. That is why we take a collaborative, team-based approach to financial planning. By drawing on a range of experience and specialties, we deliver strategies tailored to your goals, timeline, and life stage. From your first conversation with us through every follow-up and adjustment, we provide thoughtful guidance with a clear plan and a personal touch.

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.