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Our History

Excellence in financial planning since 2000.

CRA Financial, LLC was formed to give our customers a more personalized alternative to traditional wire-house brokerage firms. CRA is an SEC-registered investment advisor. We provide personal financial planning as a practical tool to help you achieve financial security and peace of mind.

In addition, we offer fee-based asset management utilizing Fidelity Institutional Wealth Services and Schwab platforms. Accounts using these platforms are full-service brokerage accounts that are provided a complete investment package of stocks, bonds, mutual funds, real estate investment trusts, exchange traded funds, certificates of deposit, and more.

Each platform has access to more than 15,000 mutual funds, including more than 6,000 no-load and load-waived funds that can be bought and sold with no transaction charges. Our experienced investment advisors develop and implement investment strategies, monitor performance against specified goals, and make appropriate changes in investment allocations over time.

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Our Future

Our clients’ needs are our first priority.

CRA Financial, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family’s wealth. We are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner that remains consistent with our philosophy that putting our clients’ best interest first is our first priority. These services encompass six comprehensive areas of financial planning: investment, tax, insurance, retirement, education, and estate planning.

Objective, dependable, practical advice from our financial advisors is a hallmark of our fee-based services.

Our Team

Matthew J. Reynolds, CPA, CFP®

Matthew J. Reynolds, CPA, CFP®

Co-Founder

Matt's Bio

After earning his BS in accounting from Lehigh University in 1992, Matt worked as an auditor of non-profit and financial services companies for Arthur Andersen & Co. in Philadelphia. He joined Capaldi Reynolds & Pelosi P.A. in 1995. In 2000, Matt co-founded CRA Financial, LLC. As a Certified Financial Planner (CFP®), he specializes in asset management that builds on the foundation of a solid financial plan.

Contact Matt

Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services.

Thomas E. Reynolds, CPA

Thomas E. Reynolds, CPA

Co-Founder

Tom's Bio

Tom completed a BS in accounting from Villanova School of Business (VSB) in 1987, and then joined the CPA Firm Capaldi Reynolds & Pelosi P.A, concentrating on individual income taxation and pension and profit-sharing consulting for small, closely held businesses. He co- founded CRA Financial, LLC in 2000, with an emphasis on tax efficiency and investment research.

Tom looks to create specialized portfolios catering to each specific client’s particular needs. He is well versed on advising and planning for professional athletes and is a member of the Sports Financial Advisors Association.

Tom is active in a variety of charitable and community organizations. He is a former board member and past Treasurer for the Alcove Center for Grieving Children and Families, Vice Chair of Development and Treasurer of Gilda’s Club of South Jersey, and an affiliate of the Cancer Support Community. He currently serves in the leadership role of Chairman of Holy Spirit High School Board of Trustees.

Contact Tom

Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services.

Robert T. Martin, CFA, CFP®, MBA

Robert T. Martin, CFA, CFP®, MBA

Partner

Robert's Bio
Robert joined CRA Financial in 2012. Prior to joining the firm, he spent six years with Wells Fargo Advisors as a financial consultant. Robert has earned his CFP® designation, and in 2014 he completed the requirements to become a CFA® Charterholder. Robert received his Finance degree and a Master of Business Administration with a specialty in Finance from Rowan University, graduating with the highest honors. Robert is also an adjunct professor in the Rohrer College of Business at Rowan University, teaching Portfolio Management. Students learn hands on investment analysis and portfolio management while overseeing the University’s Student Managed Investment Fund.

Contact Robert

Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services.

Jeffrey Hilliard, CFP®, CRPC®

Jeffrey Hilliard, CFP®, CRPC®

Financial Planner

Jeff's Bio

Jeff joined CRA Financial in 2017 and is CERTIFIED FINANCIAL PLANNER™ professional. Jeff started his career working at Merrill Lynch where he spent over 6 years working in their Retirement Group. While there he helped assist clients with various retirement, pension, and executive stock options plans. After working at Merrill Lynch, Jeff worked at a Registered Investment Advisory firm in Flemington New Jersey as an Associate Wealth Advisor. Jeff worked there for 4 years gaining experience with individuals, small business owners, and families to help on board them as clients and develop their financial plans.

Jeff attended Bloomsburg University where majored in Finance and Rider University where he received his M.B.A. with a concentration in Finance. For fun, Jeff enjoys cheering on the Philadelphia Eagles, biking, traveling, and attending comedy shows.

Contact Jeff

Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services.

Gordon Shearer Jr., CFP®

Gordon Shearer Jr., CFP®

Financial Planner

Gordon's Bio

Gordon joined CRA Financial in 2017. Gordon brings over seventeen years of combined professional experience in portfolio management, capital markets, financial planning, and tax preparation. He spent the past ten years holding various Portfolio Management positions developing proprietary model portfolios, preforming research, trading, and heading up special projects to integrate technology solutions. He began his career as a Financial Planner at Vanguard. While at Vanguard, he was accepted into the highly competitive Financial Planner Apprentice Program. This intense program included rotations through the Portfolio Management Group and Investment Council & Research. The combination of his expertise provides the basis for a comprehensive independent approach to achieving his clients’ financial and life goals.

Gordon earned a Masters of Taxation by successfully completing the Graduate Tax Program at Villanova’s School of Business. Prior to his graduate work, he achieved the CERTIFIED FINANCIAL PLANNER™ designation and is a graduate of the Financial Planning Program at The American College. He graduated Magna Cum Laude from Temple University where he majored in Finance. While at Temple, he was inducted into Beta Gamma Sigma, the honor society for collegiate business schools.

Contact Gordon

Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services.

Joe McCaffrey

Joe McCaffrey

Financial Planner

Joe's Bio

Joe joined CRA Financial in January of 2020. He began his financial career in 2007 with an Institutional Research Firm in New York City, working with many of the world’s largest hedge funds and institutional money managers. In 2011, he became an Advisor Consultant where he traveled the country meeting with Registered Investment Advisors (RIAs) and helped raise over $3 billion for an Energy Infrastructure Fund. In 2015, he joined Nuveen, a TIAA Company as an Advisor Consultant and helped RIAs improve their asset allocations for their clients, specifically within Fixed Income, ESG Investing, and Alternatives. During his career, he has visited RIA offices in 43 states and has met with thousands of advisors.

Joe graduated from the College of Charleston with a degree in Business Administration and is currently studying to become a Certified Financial Planner.
He enjoys golfing, surfing, playing basketball, and spending time with his family. He currently lives in Haddonfield, NJ with his wife and 2 sons.

Contact Joe

Jennifer Colon

Jennifer Colon

Operations Manager

Jennifer's Bio

After earning a BS in Finance from The Richard Stockton College in 2001, Jennifer joined the CRA Financial team as an Operations Associate in 2002. She obtained both NASD Series 7 and Series 66 securities licenses to be a licensed investment advisor in her first year with the team. In 2003, she was promoted to Operations Manager, after showing great initiative and drive in the financial industry. CRA’s clients appreciate Jennifer’s efficiency, motivation, and her extensive knowledge of brokerage operations.

Contact Jennifer

Donna Savastani

Donna Savastani

Chief Compliance Officer

Donna's Bio

Donna joined the CRA Financial team in October 2009. Her accreditations include FINRA Series 6, 7 & 66 licenses, NJ & PA; and Life, Health, Annuity, Long Term Care and Accident Insurance Licenses. She is a faithful member of Greentree Church and a Philadelphia native. When not working, she enjoys spending time with family and friends.

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Kelli Crouch

Kelli Crouch

Client Service Personnel

Kelli's Bio

Kelli joined our team in 2009 upon completing her Bachelor’s of Science in Marketing with a minor in Economics from Richard Stockton College of NJ. Kelli’s dedication, hard work and efficiency make her a highly valued member of CRA Financial Services. She is currently preparing for NASD Series 65 exam to become a licensed investment adviser representative.

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Renee Hewitt

Renee Hewitt

Client Service Personnel

Renee's Bio

Renee is a North Jersey native with a Business degree from Rider University. She has over 10 plus years of experience working in the financial operations field. After relocating to Jersey Shore she joined the CRA Financial team in November 2019. Her knowledge and experience in the business are a great asset to servicing clients and advisors’ needs.
In her spare time, she enjoys, singing in her acoustic act and spending time with her husband and dogs.

Contact Renee

Patricia Sandland

Patricia Sandland

Client Service Personnel

Pat's Bio

Pat joined our team in 2011. She has over 30 years experience in administration to include over 7 years serving in the United States Air Force as a Paralegal.

Contact Pat