About Us

Crossgate® Wealth Advisors was founded in February 2001. The firm is registered as an Investment Adviser with the Securities and Exchange Commission (SEC). Currently the firm manages $209+ 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

Vice President, 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...

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Nickolaus C. von Dohlen

Partner, Wealth Advisor

Nick joined Crossgate® Wealth Advisors 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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Jonathan F. Cahill

Wealth Advisor

Educational Background B.S. Business Administration, Delaware Valley University, 2015 Accredited Certified Financial Planner (CFP®), 2020 Jonathan, our newest advisor, became part of the Crossgate Team in February 2023. He brings...

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Katherine S. Hughes

Client Service Specialist

Katherine S. Hughes Client Service Specialist Educational Background B.S. Business Administration, Temple University, 2014 Katie started with Crossgate Wealth Advisors in September 2023.  Her degree from Temple University was with a...

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Renee J. Eick

Financial Paraplanner Qualified Professional (FPQP®)

Renee started with Crossgate Wealth Advisors in December 2020. She received her Financial Paraplanner Qualified Professional (FPQP®) certification in May 2022...

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