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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.
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.
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 experienced in advising and planning for professional athletes and is a former 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 and Diabetes Training Camp.
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 CERTIFIED FINANCIAL PLANNER™ 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.
Jeff joined CRA Financial in 2017 and is a 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 onboard them as clients and develop their financial plans.
Jeff attended Bloomsburg University where majored in Finance and Rider University where he received his MBA with a concentration in Finance. For fun, Jeff enjoys cheering on the Philadelphia Eagles, biking, traveling and attending comedy shows.
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, performing 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 helping his clients achieve their financial and life goals.
Gordon earned a Master’s 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™ certification 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.
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 has a CERTIFIED FINANCIAL PLANNER™ certification.
He enjoys golfing, surfing, playing basketball, and spending time with his family. He currently lives in Haddonfield, NJ with his wife and 2 sons.
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 extensive knowledge of brokerage operations.
Donna joined the CRA Financial team in October 2009. Her accreditations include FINRA Series 6, 7 & 66 licenses, NJ 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.
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 the NASD Series 65 exam to become a licensed investment adviser representative.
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.
Pat joined our team in 2011. She has over 30 years of experience in administration including over 7 years serving in the United States Air Force as a Paralegal.
Phillip joined CRA financial in 2021 after graduating from Stockton University. At Stockton, he earned his degree in finance and was the Vice President of the Investment Club. Since joining CRA, he passed the Series 65 exam and is currently studying to become a CERTIFIED FINANCIAL PLANNER™.
Phillip is an Eagle Scout who enjoys fishing and spending his time in the outdoors.
Sam joined our team in 2021 after graduating from Stockton University with a Bachelor of Science in Finance and a minor in Economics. She is currently studying to take the Series 65 exam. In her spare time, she enjoys painting and traveling.