About Us

Crossgate Wealth Advisors, LLC was founded in February 2001. The firm is registered as an Investment Adviser with the Securities and Exchange Commission (SEC). Currently the firm manages $120+ million for clients in all stages of life.


John D. Rea

President, Senior Wealth Advisor

John began developing his financial skills in 1978 working in the accounting industry. During his graduate work at Lehigh University, he was introduced to the financial planning industry and ever since it has been his dream to help...
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Barbara Rea

Secretary/Treasurer, Paraplanner

Barbara has an accounting background and extensive experience working with the executive offices of one of the largest telecommunications companies in the country. Barbara began working with Crossgate Wealth Advisors in 2009 and brings...

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Nickolaus C. von Dohlen

Associate Wealth Advisor

Nick joined Crossgate Wealth Advisors, LLC in October 2016. As an Associate Wealth Advisor, he works directly with our Senior Wealth Advisor providing extensive client support. In his current position, Nick is playing a key role in...
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Abigail Baldwin

Client Relationship Specialist

Abby started with Crossgate Wealth Advisors, LLC in 2017 as a Client Relationship Specialist to provide support to the Investment Advisors and Paraplanner. Prior to working at Crossgate Wealth Advisors, Abby was employed in the legal...
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