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...

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...

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...

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

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...

Brandon developed a passion for financial planning while attending Temple University, where received a BBA in both finance and financial planning. He honed his financial planning skills with a prestigious Registered Investment Advisor...