Our Team

Robert K. Springer, Ph.D., CFP®
Wealth Manager

Dr. Robert K. Springer is an economist and a CERTIFIED FINANCIAL PLANNERTM professional who is the founder of Crest Financial Group. For over 35 years he has established a professional practice specializing in financial, tax, retirement, and estate planning for individuals and businesses in the Lehigh Valley and surrounding areas.

Prior to 1981, Dr. Springer was an economics and statistics professor at the University of Santa Clara, California at both the undergraduate and the MBA levels. During that time he published articles in various professional journals and attended numerous economic association meetings. Interested in sharing his economic astuteness with others, Bob was encouraged to become a financial advisor by his father, Robert C. Springer, who held an MBA from the Wharton School of Business and was also a CERTIFIED FINANCIAL PLANNERTM professional.

We believe Dr. Springer’s clients benefit from his unique mix of credentials, knowledge, and insight. Some of his past activities include:

  • Current professor of Retirement & Estate Planning through The Institute for Learning in Retirement (ILR) at Cedar Crest College
  • Adult education courses on investments at Lehigh County Community College
  • Continuing education classes given to CPAs
  • A wide variety of public and private workshops for companies and their employees in the Lehigh Valley
  • Feature columnist for the business section of the East Penn/Parkland Press
  • Appearances on “The Arts Connection” and “View and Reviews” - a TV2 talk show on various financial planning topics
  • Workshops for Senior Citizens at Muhlenberg College

Dr. Springer has gained professional standing as a member of the International Board of Certified Financial Planners. He is a Phi Beta Kappa graduate of The College of Wooster and received his doctorate from The University of Illinois. He also received the CERTIFIED FINANCIAL PLANNERTM designation from The College for Financial Planning in Denver.

He holds the Series 6, 7, & 63 securities registrations and Life & Health insurance licenses.

Bob and his wife Jennifer live in South Whitehall Township and have two grown children. Jeffrey Springer, MD is a forensic pathologist and has two sons. Cheryl Springer Boyle is a securities licensed administrator and tax advisor for Crest Financial Group and has three daughters.

When he is not at the office, Bob enjoys playing tennis and bike riding. He is an active member of his church, previously serving on the board of trustees. Bob was a member of the United Methodist Conference Camping Board and the primary donor of the Springer Center at Pocono Plateau Camp and Retreat Center.


Eric J. Boyle, MS, CFP®
Wealth Manager

Eric J. Boyle is a CERTIFIED FINANCIAL PLANNERTM and ACCREDITED WEALTH MANAGEMENT ADVISORSM professional who holds a Master of Science degree in Personal Financial Planning. He marks the third generation of wealth managers of  Crest Financial Group. Collaborating with clients to help achieve their financial goals, we believe Eric has established a footprint in the financial industry by developing solutions to help his clients build net worth, plan for retirement, and implement tax efficient investment strategies. 

Among his commitment to his clients, Eric makes it a priority to utilize his expertise to educate the community. Some of his past activities and achievements include:




 

  • 2015 Future Leader of the Lehigh Valley Award - Lehigh Valley Chamber of Commerce
  • 2015 Forty Under 40 Award - Lehigh Valley Business
  • Financial expert on PBS39 TV Show entitled “Consumer Spending”
  • Featured columnist for The Morning Call newspaper
  • Teaches Retirement & Estate Planning - Cedar Crest College
  • Taught College & Retirement Savings - Lehigh Carbon Community College
  • Taught  Investing 101 for young adults - East Penn SD Community Education program

Eric is a 2005 graduate of Elizabethtown College with a Bachelor of Science degree in Business Administration and 2016 graduate of The College for Fianncial Planning with a Masters of Science degree in Personal Financial Planning.  He has also acheived the CERTIFIED FINANCIAL PLANNERTM and ACCREDITED WEALTH MANAGEMENT ADVISORSM designations. 

He holds the Series 7 & 66 securities registrations and Life, Health, and Long Term Care insurance licenses.

In his spare time, Eric enjoys everything sports related. In the past he was a collegiate athlete and USA Wrestling State Champion in Pennsylvania. He currently plays on a softball team and sponsors charitable golf outings.  He is also a board member of the Elizabethtown College Alumni Association's Lehigh Valley Chapter.


Cheryl E. Boyle
Tax Advisor

Growing up in a family of financial advisors, Cheryl is the third generation of the Springer family to join Crest Financial Group. Working alongside her father and husband, Cheryl oversees the client relations for Crest Financial Group and is a tax advisor for CFG Tax Services. After graduating in 2004 with a Bachelors of Science degree from Elizabethtown College, Cheryl taught 3rd grade for two years before beginning her career in the financial industry.

Cheryl currently holds the Series 7, 66, and 24 securities registrations.

Cheryl and Eric live in Lower Macungie and enjoy spending time with their three daughters, Hailey, Taylor, and Casey.
 

 

 


Heidi Parsons
Executive Administrator

Heidi joined Crest Financial Group in January 2017 and serves as the office manager and client services specialist.  After graduating with a Bachelors degree in Computer Science from Bridgewater State College, Heidi previously worked as an Information Center Specialist and Curriculum Developer training and providing technical support for company employees in the Pharmaceutical industry. Heidi manages client relations for the office, including account maintenance, scheduling, and client meeting preparation.  In her free time, Heidi enjoys spending time with her daughter Charlotte.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck