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3301 Pacific Avenue, Wildwood, NJ 08260

(609) 522-6098

 

Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
 

Tod Shoffler, CFP

VP/Wealth Advisor

(609) 522-6098

(609) 522-6114

Tod Shoffler is a CERTIFIED FINANCIAL PLANNER and Wealth Advisor with Crest Wealth Management who has over 19 years of experience in the financial services industry. He graduated from James Madison University in Harrisonburg, VA.

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Heather Cripps is the Operations Manager with Crest Wealth Management and has over 20 years of experience in the banking industry. She attended Richard Stockton College of New Jersey.

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