‍Say Hello To

Erica Crosby

Client Service Associate

I work in client services, supporting our team to ensure our advisors have everything they need to provide exceptional service to our clients. By handling details behind the scenes, I help ensure the client experience is seamless, efficient, and personal.

With over 15 years of experience in client service, I’ve built my career around creating meaningful connections and delivering thoughtful, attentive support. My background in the financial industry has given me strong skills in both client-facing and back-office operations, allowing me to ensure a seamless experience from start to finish. I’m committed to delivering thoughtful, high-quality service in every interaction.

Outside of work, I live in Royal Oak with my husband, our son, and our dog, Jake. When I’m not focused on clients, I enjoy traveling, interior design, photography, and spending weekends giving back through volunteer work.

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Why I joined ISTO…

I joined ISTO Advisors because I was drawn to the firm’s genuine commitment in putting others first. The culture here focuses on integrity, teamwork, and making meaningful impacts in people's lives - not only their clients but also the employees. It’s clear everyone here deeply cares about helping others reach their goals, and I wanted to be part of a team that leads with integrity and empathy.

How I am In Service To Others…

I'm in service to others by helping ensure every interaction is seamless and thoughtful. From preparing details for our advisors to assisting directly with the client's needs, I aim to make each experience warm and intentional. I take pride in creating a dependable and positive experience with everyone I work with.

The Core Value I resonate most with at ISTO is…

Putting others first ... always. I believe that when we truly put people first- listening, supporting and showing up with sincerity... that's when we do our best, most meaningful work.