CRA Financial Services, L.L.C.

Joseph Mccaffrey is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with CRA Financial Services, L.L.C., where he has worked since 2020, following five years at Nuveen Investments. CRA Financial Services, L.L.C. offers comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, utilizing a range of asset classes and manager allocations.

Matthew Reynolds is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has been with CRA Financial Services, L.L.C. since 1999 and is also associated with Capaldi, Reynolds & Associates P.A. outside of his role at CRA. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific risk tolerance, time horizon, and goals, utilizing a diverse range of asset classes and occasionally employing options and structured exposures.

Philip Tompkins is a CFP® with three years of industry experience, currently serving as an advisor at CRA Financial Services, L.L.C. since 2021. His prior experience includes roles at Stockton University, Undici Taverna, Brookdale Community College, and Middletown High School South. CRA Financial Services, L.L.C. provides wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm employs a Modern Portfolio Theory-based investment process tailored to client goals and risk tolerance, managing portfolios across multiple asset classes and utilizing both discretionary and non-discretionary strategies.

Jeffrey Hilliard is a CFP® professional with 19 years of experience in the financial services industry. He has worked at CRA Financial Services, L.L.C. since 2017 and previously held roles at The Pillar Strategies, Triad Advisors, Inc., and Prestige Wealth Management. In addition to his advisory work, he serves as an adjunct professor at Rowan University. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment process is based on Modern Portfolio Theory and is tailored to clients’ risk tolerance, time horizon, and goals, with offerings that include discretionary and non-discretionary portfolio management across multiple asset classes.

Thomas Reynolds is a financial advisor at CRA Financial Services, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has been with CRA Financial Services since 1999. Reynolds is also involved in contract tax preparation during the tax season through Capaldi, Reynolds & Pelosi, P.A. CRA Financial Services provides wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific risk tolerance and goals, utilizing a diversified allocation across various asset classes.

Jennifer Colon is a financial advisor at CRA Financial Services, L.L.C. with 19 years of industry experience. She holds a Series 66 designation and has been with CRA Financial Services since 2002. CRA Financial Services provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, with allocations across various asset classes and the use of discretionary and non-discretionary portfolio management.

Donna Savastani is a financial advisor with CRA Financial Services, L.L.C. She holds the Series 66 designation and has 17 years of industry experience, all with CRA Financial Services since 2009. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients. CRA employs an investment approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and goals while utilizing a range of asset classes and strategies.

Robert Martin is a CFP® and Series 66-licensed advisor with 18 years of industry experience. He has been with CRA Financial Services, L.L.C. since 2012. Outside of his advisory role, he is the sole owner of a rental property in Sewell, New Jersey. CRA Financial Services, L.L.C. provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, with portfolio allocations across various asset classes and use of options and structured exposures in certain cases.

Samantha Swiderski is a financial advisor at CRA Financial Services, L.L.C. with a Series 65 credential and three years of industry experience. Prior to joining CRA Financial Services in 2021, she held positions at Ocean Casino Resort, Simply Nail & Spa, Woodmere Senior Housing, and Spotswood High School. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, with diversified allocations across multiple asset classes.

Gordon Shearer Jr. is a CFP® with 20 years of experience in financial advising. He is currently with CRA Financial Services, L.L.C. and is also affiliated with Capaldi, Reynolds & Pelosi, P.A. His prior experience includes roles at Comprehensive Advisors, LLC, Integrity Investment Advisors, LLC, National Planning Cooperation, Comprehensive Financial Professionals, LLC, and Shearer Josuweit & Company. CRA Financial Services, L.L.C. provides comprehensive wealth management and financial planning to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client risk tolerance and goals, utilizing a diversified allocation across asset classes with discretionary and non-discretionary management options.