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Meet Our Team

Your Financial Anchor

At Shoreline Wealth Management, we believe that behind every great plan is a team of passionate, dedicated professionals committed to helping you pursue your financial goals. But beyond our experience, we are people who genuinely care about your future and your story.

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Shoreline Wealth Management has a passion for teaching and educating clients. Our team collaborates with clients to gain investment knowledge and the guidance of seasoned financial professionals.  We strive to be transparent with our clients and help them feel as comfortable as possible, no matter what stage of life or life event brings them to us. 

Shoreline's Managing Partners

David F. Crossan,CFP®, CLU®, CRC®

David F. Crossan,CFP®, CLU®, CRC®

Managing Partner, Manchester Office

732-902-7881
DavidCrossan@ShorelineWealth.com

David Crossan Bio

John P. Stephens Jr.

John P. Stephens Jr.

Managing Partner, Manahawkin Office

609-710-5561
JohnStephens@ShorelineWealth.com

John Stephens, Jr. Bio

For over 40 years, David Crossan and John Stephens have been dedicated to helping clients pursue their financial goals through expertise, integrity, and personalized guidance. With a shared passion for empowering others, they leverage their extensive experience to provide thoughtful solutions that transform financial aspirations into reality. Their commitment is rooted in a deep understanding that knowledge and tailored strategies are the keys to building secure and prosperous futures for their clients.

Serving Clients Throughout the Jersey Shore and Beyond

At Shoreline Wealth, we proudly support individuals, families, and retirees throughout Manchester, Manahawkin, and nationwide.

Our team is committed to providing personalized guidance and long‑term financial strategies for clients across the region and wherever life takes you.

Our Promise to You

We’re more than advisors — we’re your lifelong partners. Our team’s diverse backgrounds, shared values, and genuine care create a welcoming environment where your goals are our mission.


Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your financial goals.

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Shoreline's Internal Team


Brittany L. Forte, FPQP, ABFP

LPL Registered Client Relationship Manager

732-902-7882

BrittanyForte@ShorelineWealth.com

Brittany Forte Bio


Jennifer Wasilko

Client Services Specialist

609-710-5563

JenniferWasilko@ShorelineWealth.com

Jennifer Wasilko Bio



Elizabeth Kandle

Business Development

732-902-7881
ElizabethKandle@ShorelineWealth.com

Elizabeth Kandle Bio

At Shoreline Wealth, our dedicated team of professionals is committed to providing exceptional service and personalized financial guidance. Brittany brings a wealth of experience in financial planning and client service, ensuring each client’s unique goals are met with care and precision. Elizabeth’s expertise in developing marketing initiatives enhances client engagement and communication, contributing to a seamless client experience. Jennifer adds more than 25 years of corporate banking experience, known for her attention to detail, dedication, and genuine commitment to clients’ financial well‑being. Her friendly approach, high‑performance mindset, and deep industry knowledge further strengthen our client‑first culture. Together, Brittany, Elizabeth, and Jennifer work collaboratively to support clients as they pursue lasting financial independence.

What Our Clients Are Saying


The team at Shoreline make understanding the investment process and everything that comes with it straightforward. John takes a comprehensive approach to financial planning and takes the time to educate and make you feel like you're not just a number and your goals matter.

~Perry S

This statement is a testimonial by a client of the financial professional as of 06/19/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial..

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I started with John Stephens at a bank. He was great then. My only regret, I should have followed him sooner! He explains everything so I can understand it. He's very patient and personal. He is easy to get a hold of by email, text or phone. My previous person, who was from a different company, was very hard to get in contact with. John will always reply! 

Laurenne O.

This statement is a testimonial by a client of the financial professional as of 07/01/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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David Crossan and his team are a wealth of knowledge. They explain your options thoroughly in a way you can understand and that completely makes sense. They take the time to discuss your goals to ensure they put together the best possible plan for your future. I would highly recommend Shoreline to anyone looking to invest at any stage.

~Vickie B.

This statement is a testimonial by a client of the financial professional as of 02/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Shoreline's Strategic Wealth Services Extended Team

Serena O'Brien

Serena O'Brien

Senior Marketing Consultant

Arleah Collins

Arleah Collins

Administrative Assistant

Leon Rafou

Leon Rafou

Chief Financial Officer

The LPL Strategic Wealth Services Extended Team plays a vital role in supporting our overall client experience. Their expertise in operational support and strategic planning ensures that our advisors can focus on delivering personalized financial guidance. The team’s dedicated efforts in streamlining processes and enhancing communication help maintain the high standards of service our clients expect. Together, they work behind the scenes to strengthen our firm’s capabilities, allowing us to provide comprehensive, client-focused financial solutions with efficiency and professionalism

Our Commitment to Our Clients and Our Community
 

At Shoreline Wealth Management, we believe that building lasting relationships goes beyond financial advice. Throughout the year we host client appreciation events to celebrate our clients and give back to our community.

We pride ourselves on being different from other advisory firms. Our meaningful gatherings allow us to connect, recognize, and appreciate the individuals who make our community thrive. Join us in making a positive impact and experience the Shoreline difference—where our clients aren't just numbers, but valued partners.

In this video, we showcase how we combine service with celebration!

 

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