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 is a CERTIFIED FINANCIAL PLANNERTM and Wealth Advisor with Crest Wealth Management who has over 20 years of experience in the financial services industry. He graduated from James Madison University in Harrisonburg, VA,...
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. Heather is involved in many community activities...
Karen Gassler is the Administrative Assistant with Crest Wealth Management and has been with Crest Savings Bank for 2 years. Karen was born and raised in Scotch Plains, New Jersey and moved down to the Cape May County area about 13...