About Us

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...

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...

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...

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...

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

Virginia started with Crossgate Wealth Advisors in May 2022. Prior to working at Crossgate, Virginia worked as an adjunct history professor...