Daniel Aguanno has been assisting his clients in working toward financial security since 2007. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Dan and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Dan ensures his clients stay on track with their financial plan.
Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his series 7, 66 registrations through LPL Financial and life and health insurance licenses. He graduated from Rutgers University with a bachelor’s degree in economics and political science. Dan is an avid outdoorsman and a proud supporter of Rutgers University.
Uli heads the Investment & Planning department in the Boston office. In her role she is responsible for helping grow advisors’ investment practices. She conducts investment research, proposal analysis and reviews.
Uli is CFA® charterholder. She also holds series 7 and 63 registrations through LPL. She graduated from Suffolk University with a degree in Finance. She was born and raised in Azerbaijan.
Michael is a financial advisor at Bleakley Financial Group. He focuses his practice on assisting individuals and small business owners achieve their financial goals. Michael and his team bring a unique and diverse background to the practice that includes investment services, asset and income protection and personal planning.
Michael is a graduate of Lehigh University with a Bachelor of Science in Accounting. He holds the FINRA Series 7 and Series 66 registrations through LPL Financial. Prior to joining Bleakley Financial Group, Michael was an analyst at Merrill Lynch in their Fixed Income, Currencies and Commodities division and an Associate with PricewaterhouseCoopers in their Banking and Capital Markets practice.
Outside of the office, Michael enjoys spending time with his family.
Sal Asta is the Director of Investment Operations for Steve Goldenring's team. In this role, he heads operations for Steve as a centralized point person regarding all investment, insurance, planning, and service needs of his practice.
Previously, Sal was employed as the head of operations for an RIA firm with offices in White Plains, NY, and Woodcliff Lake, NJ.
Sal has a Bachelor of Arts degree in Economics from Bucknell University and a Juris Doctor degree from Quinnipiac University School of Law. He has been in the financial industry since 1999 and holds the Series 65 as well as life and health insurance licenses.
Sal resides in Montvale, NJ with his wife, two children, and two dogs.
Michael Axelrod is a Principal and Wealth Advisor with Bleakley Financial Group. For over 25 years, Michael has supported high net worth families to manage the complexities of their financial lives. As a testament to Michael’s high level of service, he has been recognized by Forbes for three years in a row as a 2020, 2019 and 2018 Best-In-State Wealth Advisor.
Michael has a deep passion for seeing his clients succeed. He collaborates with them to create a comprehensive plan for their immediate and long-term needs. He has access to a wide variety of thoughtful strategies to help clients meet their goals and protect the assets they worked so hard to earn.
Michael is on the Board of Visitors at School of Human Ecology, within the University of Wisconsin-Madison. This school focuses on personal finance, Michael’s major, and actively educates the next generation of financial professionals.
He is an avid golfer, and enjoys spending time with his wife Heidi, and their three children Jordyn, Ethan, and Claire.
Nathan Barbakoff’s mission is to help his clients address their hopes and dreams by implementing thoughtful wealth management strategies, while also providing outstanding service and the utmost care.
Nathan works to prioritize his clients’ goals, and to create a strategic financial plan for their particular needs. He will use a range of tax-efficient investment and insurance strategies with the goal to protect clients’ wealth. Working with Bleakley Financial Group, Nathan has access to world-class planning resources and investment research to support his clients.
Nathan takes great pride in enabling his clients to feel in control of their financial future.
Nathan Barbakoff is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Sal joined Bleakley in November 2020 as a Client Service Manager and has worked in the industry since 2012.
He graduated with an M.B.A. in Finance from Seton Hall University and holds Series 7 & 66 registrations.
Outside of the office, Sal is a sports enthusiast who enjoys traveling and spending time with his friends and family.
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson’s passion for assisting others includes working with local nonprofits. He serves as a Vice Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad experiencing new and different cultures with his wife.
Investment advice offered through Bleakly Financial Group, a registered investment adviser. Drew Besonson is solely an investment advisor representative of Bleakley Financial Group and not affiliated with LPL Financial. Bleakley Financial Group and Poise Wealth are not affiliated with LPL Financial.
Sam has been in the industry since June of 2011 when she graduated from the College of Saint Benedict with a degree in Business Management & Hispanic Studies. She currently holds a CLU designation, Series 6, 7, and 63 investment registrations and Minnesota Life, Accident and Health, and Long Term Care licenses. Sam's primary area of focus is to assist Julie with the facilitation of client meetings for streamlined follow-up on action items, plan implementation, and ongoing relationship.
Sam likes to spend her free time with her husband Kevin, their son Henry (2), and loveable dog, Lenny. She enjoys singing, quilting and taking long family walks exploring her neighborhood in Shoreview MN as well as the childhood farm where she grew up.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group LLC, a registered investment adviser and separate entity from LPL Financial.
Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, “I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients.”
Jon, who has 25 years of experience, holds CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business, University of Michigan.
Jon enjoys playing golf and traveling with his wife and their sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.
Sjoerd joined Bleakley as an intern in March 2016 and currently serves as a research and investment analyst. He is responsible for investment research, portfolio analyses, investment proposals, trades, and retirement analyses.
Sjoerd holds a Bachelor of Science in Financial Economics and a minor in Mathematics from Caldwell University
Meghan joined Team Hetland in the summer of 2019 after she graduated from Bethel University where she earned her degree in Business with a minor in Spanish. Meghan holds her Minnesota Life, Accident & Health insurance license, as well as Series 7 and Series 63 investment registrations. She helps clients with scheduling, meeting preparation, and insurance service requests and is eager to learn more about the industry and develop her career in the financial planning industry.
Meghan grew up in the Twin Cities but now resides in the Tampa Bay area with her husband. They enjoy going to the beach, playing pickleball, and hosting family & friends who visit frequently.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group LLC, a registered investment adviser and separate entity from LPL Financial.
In his role as Chief Investment Officer, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions. Peter also is the portfolio manager of a global macro multi-asset strategy and one focused on global income.
Prior to joining Bleakley, Boockvar was a managing director and the Chief Market Analyst for the Lindsey Group – a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. In this role, Boockvar was responsible for global economic & market research at the firm.
Before his time with the Lindsey Group, Peter worked as a macro analyst and portfolio manager for Omega advisors and had previously been a partner at Miller Tabak & Company where he was an equity strategist and portfolio manager.
Peter’s market insights are frequently sought out by industry leaders and for the last 5 years has been a regular guest host and contributor on CNBC programs. He is also regularly quoted in articles for Forbes, Barron’s, Bloomberg, CNN Money and a number of other news outlets. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.
Peter Boockvar is solely an investment advisor representative and Chief Investment Officer of Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.
Christopher has served as a Senior Research & Investment Analyst for 15 years at Bleakly Financial Group before moving to a small RIA in Red Bank, NJ for a year. Now he has rejoined the Bleakley family as a Registered Sales Associate & Client Relationship Manager.
Chris graduated from Montclair State University in Upper Montclair, NJ. He currently resides in Bridgewater, NJ with his wife and 3 kids. In his spare time, he enjoys spending time with his family and fishing the waters of NJ.
Marlene Carpena is critical piece of Bleakley’s executive committee. She is committed to helping foster a strong culture of growth and collaboration at Bleakley Financial Group.
Marlene specializes in helping our clients navigate difficult life circumstances. She has an extensive background in helping individuals and professionals explore their passions, values, strengths, and core beliefs.
Marlene’s coaching certification came through iPEC, which is an accredited program of the coaching industry’s overseer, International Coach Federation (ICF).
Christopher J. Cella has been serving his financial clients since 1984. His over 30 years of experience allows him to provide insight in developing specific plans and strategies for his clients to achieve their financial goals.
Chris graduated from Rowan University, with a Bachelor of Science in Finance and Marketing from the Rohrer College of Business. He holds Series 7, 63 and 66 licenses and is registered with LPL Financial, Charles Schwab and Pershing LLC.
Chris and his wife are the proud parents of three children. He enjoys (trying) to play golf and is an avid fitness enthusiast.
Laurence T. Celniker has 33 years of experience as a financial services professional. His focus is on individual clients with high net worth and deferred compensation plans with Fortune 500 companies (Hasbro, John Wiley & Sons and L3 Communications).
Laurence is a Chartered Financial Consultant® (ChFC®) who specializes in retirement financial planning, investment portfolio management, cash value life insurance and premium finance strategies, and estate and tax planning.
Laurence graduated from the E. Claiborne Robbins School of Business, University of Richmond with a Bachelor of Science in Business Administration. He has four children and resides in Mountain Lakes, New Jersey.
Melissa joined Bleakley with 8 years of experience working alongside financial advisors at a wealth management firm. Melissa’s primary responsibility will be supporting the ongoing administrative management of Finney’s team client investment accounts and has a great deal of experience in processing and servicing annuities.
Melissa graduated with a Business Associates degree in Business Management and Computerized Accounting from Ho-Ho-Kus School of Business.
Outside the office, Melissa enjoys spending time with her family and friends.
According to Jack D. Cooney, Jr., “A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow. As with other successes in life, you must set goals and work proactively towards those goals. Each financial decision you make and action you take will have a significant impact on your future financial security.”
Jack is a Certified Public Accountant and Chartered Life Underwriter (CLU®) with 31 years of experience. He has a Bachelor of Science in accounting from Stonehill College.
His outside activities include Board of Trustee member for the Center for Great Expectations, a women’s shelter in Somerset, New Jersey.
Prior to joining Bleakley as Corporate Financial Analyst, Brooke Crawford was a Billing Associate with an RIA responsible for functions including accounting, bill generation, invoicing, and account review.
Brooke graduated with a BS in Finance and Marketing from Centenary University.
Outside of the office, Brooke enjoys spending time outdoors and attending sporting events
Jessica Damon personifies “service”. Her 10+ year background in retail banking is evident when you speak with her. She works with clients on many aspects, from investment and insurance paperwork, special events and other service assistance for clients. She is also a Notary Public and happily helps clients in this area.
A Virginia native, Jessica lives with her family (and dog) in Williamsburg. She is "the source" for Girl Scout Cookies in our office! She also has a wicked sense of humor, something you'll likely get to experience when working with her over time!
Desi started working on the team in October of 2018 with 5 years of experience in financial services. He supports our clients with all their servicing needs such as account opening, trading, and maintenance.
Desi graduated from Montclair State University with a Bachelors of Science in Finance. He currently holds his Series 7 and 66 licenses as well as Life & Health Insurance licenses.
In his free time, Desi enjoys playing tennis, traveling, and spending time with friends and family.
Scott brings over two decades of financial services experience to Bleakley Financial Group. He is primarily responsible for project management, overseeing day-to-day operations and client relationship management.
Scott comes to Bleakley from Beacon Pointe Advisors where he previously held the title of Director of Operations. Scott ran the day to day operations of their NY/NJ office and was deeply involved with the firm’s Alternative Investment Operations. Prior to Beacon Pointe, Scott was a Portfolio Manager overseeing trading and investment operations at Heller Wealth Advisors in Summit, NJ.
Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association.
Scott currently resides in Long Valley, NJ with his three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.
Justin Erfer is an independent financial advisor who specializes in helping individuals pursue financial independence through comprehensive financial planning. He assists clients in developing financial strategies that aim to help them preserve and enhance their assets. Typically, this holistic approach includes estate planning, retirement planning, investment planning, and insurance planning.
His mission is to listen to his clients and prospective clients addressing their concerns about retirement and under-capitalization to provide them products and services that can better fit their needs.
Justin graduated from the University of Pittsburgh with a BS in Economics and Finance.
Shaun’s approach is to listen to clients’ personal and financial objectives to help individuals and businesses clarify goals, identify needs and facilitate solutions. Shaun prides himself on providing honest recommendations that help solve the financial needs for each client.
Shaun lives in Westford, MA with his wife and 3 children. In the few moments that he is not working or parenting, Shaun enjoys reading, listening to music, relaxing with friends and family, playing the guitar, and sports of all kinds. His favorite “get away from it all” place is the lakes and mountains of New Hampshire.
Mark J. Feldman, CFP, CLTC has been serving his clients since 2000. States Mark, “My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality.”
Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds CLTC® Certification for Long-Term Care planning
Mark graduated from Lehigh University with a BS in Finance. He is married to his wife Stacey and has 2 children, Jake and Hannah. Mark is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.
Heidi joined Bleakley Financial Group in December 2007 after working 10 years in the mortgage industry. She manages the insurance operations and client relations for Stephen Goldenring and John Voight. Heidi currently holds her Life and Health insurance licenses.
She attended and graduated from Montclair State University and holds her B.S. in Marketing.
Outside of the Office, she enjoys spending time with her husband and son, exercising, playing/watching sports, and spending time up in Maine.
Reed Finney summarizes his client philosophy. “I believe in thoroughly understanding our client’s goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients.”
Reed is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) with over 30 years of experience who has appeared in such media as Worth magazine and CNBC online. He received a Bachelor of Science in Finance from Lehigh University.
Reed is an enthusiastic supporter of his alma mater as well as Providence College and Seton Hall Prep. He is also the past president and a former board member of the Fells Brook Club.
Reed and his wife are the proud parents of five children. He has coached his children’s lacrosse and basketball teams for the past 15 years. In his free time, Reed is an avid reader, tennis and paddle tennis enthusiast and enjoys hiking with his dog.
John joined Bleakley in 2019 and is currently on track to become an advisor. John grew up in Essex Fells, New Jersey and graduated from Providence College with a BS in Finance.
He holds his series 7 and 66 licenses and is currently studying for the CERTIFIED FINANCIAL PLANNER (CFP) exam. In his free time, John enjoys playing tennis and paddle.
Amy has been part of Poise Wealth as the Operations Assistant for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of client’s online access.
She works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.
Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser. Poise Wealth and Bleakley Financial Group are separate entities from LPL Financial.
Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.
Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.
Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University. He holds life and health insurance licenses, as well as the FINRA series 7, series 63 and series 66 registrations through LPL Financial.
Stephen C. Goldenring works to help clients stay on course to achieve their financial goals while providing hands-on interaction and superior service along the way.
Stephen began his career in financial services in 1986. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He has a Bachelor of Science degree in Business Administration from Bucknell University.
Stephen enjoys spending quality time with his wife and two children, particularly on the golf course, where his children also play tournament golf. Stephen enjoys coaching and playing soccer, having represented the USA both playing and coaching in the World Maccabiah Games in Israel.
Brett Goldstein is a financial advisor and Certified Financial Planner, CFP® at Bleakley Financial Group, where he believes that a client’s objectives and values should drive the financial planning process. Success in achieving these financial goals starts with developing a comprehensive plan. Utilizing a holistic approach, Brett takes pride in helping his clients define what is most important to them, and together they formulate a customized strategy. Whether it be accumulating wealth, investing for income or developing a distribution plan, Brett and his team focus on proper asset allocation and diversification to preserve capital while growing to prepare for their clients’ individual and multi-generational aspirations.
Prior to joining Bleakley Financial Group, Brett spent the last five years working at Citi Private Bank and Morgan Stanley Smith Barney. He graduated from the University of Virginia with a bachelor’s degree in economics and psychology. He currently holds his CFP®, as well as the FINRA Series 7 and Series 66 registrations through LPL Financial. Brett lives in Manhattan and enjoys traveling, golf, skiing and spending time with his family.
Dimitri joined Bleakley as an intern in September 2011 and currently serves as a Senior Research and Investment Analyst. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients. Dimitri performs a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Prior to joining the firm on a full-time basis, he served as the Head of Research and Investment Analysis at Pioneer Financial.
Dimitri is a graduate of Caldwell University, with a Bachelor of Science in Accounting and a minor in Marketing.
His FINRA Series 7 and Series 66 Licenses are held through LPL Financial.
Outside of the office, Dimitri is a sports enthusiast, especially soccer. He also enjoys spending time with family and friends, fitness, reading and travelling. He was born and raised in Barbados.
Tyler joined the team in March of 2019 and has been working in the industry since 2017. He assists with the investment operations and client relations for Andy Schwartz.
Tyler graduated with a BS in Finance from the Pamplin College of Business at Virginia Tech.
Outside of the office, Tyler is an avid sports fan and reader. He enjoys spending his time with his dog Shea and watching Hokies football on Saturdays in the Fall.
Jonathan understands complex financial issues and how they can affect life goals. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time.
Preparing for the future is a long-term process that requires customized intricate approaches. Being a part of Bleakley Financial Group gives Jonathan access to an expert financial planning team and an investment research team. With these resources at his side and his ability to sit with clients and understand their goals, he has all the necessary tools to help his clients work towards their goals.
Jonathan graduated from Villanova University with a BA in Economics. He holds the FINRA Series 7, Series 63, Series 65 and Series 66 security registrations through LPL Financial, as well as insurance licenses.
Jason has been working with business owners since 2016 after gaining 15 years of experience as a finance professional in various corporate finance roles.
As a Financial Consultant, Jason helps businesses with financial strategies, such as executive compensation packages, 401(K) services, and employee benefits.
Jason has Bachelors degrees in Finance and Marketing from Bethel University and a Masters of Business and Administration (MBA) from the Carlson School of Business at the University of Minnesota.
Securities offered through LPL Financial, Member FINRA/SIPC.
Julie is a Certified Financial Planner and has built her financial planning practice over the past 20 years with a focus on technical expertise and strong ability to connect people with resources to improve their financial lives. Her focus on education has continued since graduating from Bethel University in 2001. Julie loves to educate clients through complex subject matter along with guiding them through both celebratory & difficult seasons of life in order to help them make the best decisions for their plan.
As a resident of Plymouth, Julie and her husband Jason make every effort to impact others in their community through a variety of outreach activities and events. In her spare time, she enjoys participating in a number of recreational activities such as running, playing ball with kids, gardening, volleyball, yoga, and watching Hallmark.
Julie and Jason are proud parents of Roman (12), Dominic (9), Carter (7), & Sadie (2).
Investment advice offered through Bleakly Financial Group, LLC, a registered investment adviser. Julie Hetland is solely an investment advisor representative of Bleakley Financial Group and not affiliated with LPL Financial.
Kevin approaches every day with one goal in mind – to ensure the highest level of investment advice and service to his clients. Ethical, honest, accountable, and responsive are values that form the cornerstone of all interactions Kevin maintains with his clients.
Kevin’s career in financial services began in 1982; his practice has since thrived in the community. He specializes in retirement planning and investment and portfolio analysis and design. Kevin graduated from the American College with the following professional designations:
Kevin also holds multiple Securities registrations and licenses including:
Kevin enjoys spending his life with his wife, Mary, and daughter, Amara. He is also an accomplished chef – having graduated from the world-renowned Culinary Institute in Hyde Park, New York. Kevin has a special appreciation for his horses, since he not only trains them, but they train him too. From his experiences of showing and training horses, Kevin has learned patience and the importance of integrity and honest communication. Kevin’s passions also include golf, Penn State football, and being mentally and physically at the top of his game. Don’t be surprised if you see Kevin at a yoga or pilates class!
Anthony Holden has been performing investment research, creating financial plans and managing investment portfolios for wealth management advisors since 2005. After starting with UBS Financial Services, he later worked for Wachovia Securities and Wells Fargo Advisors before joining Bleakley Financial Group in December of 2011. Anthony brings particular expertise in multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience evaluating both public and private investment managers as well as retirement cash flow modeling. He holds a BA in Mathematics from The University of Texas at Austin and six-plus years of experience in computer security software implementation and management.
Paul has been the Director of Wealth Management Services of Poise Wealth since 2013. Additionally, his 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.
Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser. Poise Wealth and Bleakley Financial Group are separate entities from LPL Financial.
Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.
Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.
Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements.
Mike is an avid fitness enthusiast and sports fan. He holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses.
Rob Kohn has a deep knowledge of financial planning strategies and works with clients to help implement and maintain their plans. A Certified Financial Planner, Rob has mastered the art and science of financial planning. He's very analytical but also works hard to ensure clients’ plans are focused on what really matters in someone’s life. Rob enjoys running scenarios for clients and showing the “live” impact on financial plans. He often works with our clients' young adult children, who are his peers.
Having lived in Georgia, Japan and Northern Virginia as a kid, Rob, his wife and rescue dog now call Richmond, VA home. He is a graduate of Old Dominion University but is a big University of Georgia "Dawgs" sports fan. He enjoys playing kickball, golf and a whole host of team sports.
Katie Krause is a Client Relations Manager with the Bleakley Financial Group Twin Cities. Katie is a passionate client focused leader with over 30 years of financial and client services leadership experience. She enjoys helping others succeed both personally and professionally.
Katie will collaborate with Molly’s clients to successfully implement and maintain their financial planning goals. Beginning with onboarding, Katie will ensure that you receive the care and service you expect in each unique personal situation. She is a creative problem-solver and will help find the answer to your needs and pivot when necessary.
She’s originally from Pittsburgh, PA and attended Indiana University of Pennsylvania with a focus in accounting. She moved to Minnesota where she met her husband Rick and built her family. They have been married for 37 years and have 2 adult children: Kellen and Kelsey. Katie’s passions are her family and friends! She enjoys anything outdoors especially the North Shore of Minnesota, live music, sporting events, gardening, and community events. She regularly volunteers for causes she cares about and is willing to help those that need her most.
Stephen Kuhn has served as the Director of Investment Research for Bleakley Financial Group since 2002. Prior to joining the firm, he spent three years working with AllianceBernstein Research and Management as a liaison between investment advisors and portfolio managers. He also worked as a financial advisor for Northwestern Mutual. Steve holds a Bachelor of Science in Economics and a Bachelor of Science in Finance from West Chester University.
Stephen Kuhn is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Sandra joined the firm in August of 2004. She directly supports one of the firm's Principals by handling the day-to-day responsibilities of the insurance underwriting, as well as directly assisting them with client requests. Sandra earned her Bachelor of Science degree in Business Administration with a minor in Marketing from Caldwell College.
Sandra lives in Sparta, NJ and enjoys spending time with her husband and their five children.
Gary has been a member of our team since 1993. Gary’s goal is to ensure that your needs are met by setting up client status meetings with your financial professional so that we are aware of your changing needs as your priorities and goals evolve.
A proud father of their three children Tricia, Jenniffer, and Benjamin; Gary and his wife Carol are proud to announce they have been married for 30+ years! Gary enjoys exploring historic cities in the United States, and celebrating the rich culture and architecture of the American heritage.
Frank Lepore is a Wealth Management Advisor and Partner with Bleakley Financial Group. For over 15 years, Frank has worked with his clients to develop a complete financial plan – whether a client is focused on managing current financial success or on protecting and preserving assets over the long term. It has been his mission to develop enduring relationships with people by providing professional guidance for a lifetime of financial independence.
Frank graduated from Montclair State University with a Bachelors of Science in Business Administration and concentration in Finance. He is a member of the Board of Advisors at Montclair State University and an active supporter of Toys for Tots.
In his personal life, Frank enjoys coaching youth sports, playing golf, and spending time with his wife and three children.
Stephanie works closely with retirement plan sponsors consulting on fiduciary, investment, operational and regulatory issues relating to Bleakley’s retirement plan practice.
Prior to joining Bleakley, Stephanie spent 14 years specializing in retirement in both sales and client services at Unified Trust Company, a national retirement plan record-keeper. Stephanie was also involved in establishing and executing strategic business initiatives for the firm.
Stephanie received a BBA in Finance from the University of Kentucky Carol Martin Gatton College of Business & Economics. She also holds a Master’s in Business Administration from Morehead State University and received the Qualified Plan Financial Consultant (QPFC) credential through ASPPA in 2013.
Stephanie and her husband reside in Central Kentucky and are the proud parents of three children. When she is not working or busy with her children’s activities, Stephanie enjoys traveling, spending time outdoors, and cheering on the Kentucky Wildcats.
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Josh’s philosophy of service exemplifies his outlook. “Clients, no matter how big or small, come second to none. We take the time to provide the best service and personal attention, ensuring that everyone can reach their goals.”
In addition to his years at Bleakley Financial Group, Josh worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and active in the Columbia High School Booster Foundation.
*It is widely acknowledged there is a shortage of Millennial financial advisors. In 2015, there were about 36,000 new advisor “trainees” (those with fewer than three years of experience) in the industry, according to Cerulli Associates, a research firm. But more than 29,600 advisers who entered the field from 2010 to 2015 did not succeed and left the profession by the end of that period. A critical pipeline threatens to dry up, with those financial advisors retiring not being replaced.
Mary G. Lundstrom is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and is not affiliated with LPL Financial.
Christopher started his financial career right out of college, at AXA Advisors. While in that corporate environment, he learned that operating as an independent Registered Investment Advisor would allow him to provide more efficient and transparent solutions for his clients. His practice serves entrepreneurs, C-level executives, affluent families and environmentally conscious companies across the United States.
Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from Rutgers University with a bachelor’s degree in Sociology and Economics. Christopher has also been acknowledged by Forbes/Shook on the “Best In-State Next-Gen Advisors” list in 2019 and “America’s Top Next-Generation Wealth Advisors” list in 2017 and 2018.
In his spare time, Christopher enjoys yoga, golf, fishing, sailing and traveling around the world.
Christopher Mackin is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Michelle started her career in financial services in 2012, and in 2016 she teamed up with her brother, Christopher. She has always had a passion for working with people and quickly embraced the wealth management process her brother offered. Michelle finds incredible gratification in customizing strategies for their clients. Those clients include entrepreneurs, C-level executives and affluent, environmentally conscious individuals across the United States.
Michelle graduated from Rutgers University with a bachelor’s degree in Psychology and Communications. She holds her series 7 registrations through LPL Financial and the Series 66 registrations held through LPL Financial and Private Advisor Group.
In her spare time, she enjoys traveling, beach days, boat trips, living a healthy lifestyle, and spending time with her family and dog.
Paul has been serving clients at Bleakley Financial since 2000. Prior to joining the firm, Paul spent seven years an investment advisor at Republic National Bank.
Paul graduated from The Citadel, The Military College of South Carolina, with a Bachelor of Science in Business Administration and a Bachelor of Arts is Spanish. Paul also earned a Juris Doctorate from Brooklyn Law School and a Masters Business Administration from Baruch College, Zicklin School of Business. He maintains FINRA Series 7 & 63 registrations through LPL Financial and holds insurance licenses for life & health.
Paul lives in Chatham, New Jersey and retired from the US Army National Guard in 2012 after 20 years of service as an Artillery Officer. Paul is an enthusiastic New York Jets fan and is an avid tailgater. He enjoys motorcycling, spending time at the Jersey Shore and trips to Orient Beach in St. Martin.
David Mandelbaum is a Portfolio Manager at Bleakley Advisory Group. Before joining Bleakley, David spent over two decades as a Portfolio Manager, Senior Financial Analyst, Venture Capital Investor, and Corporate Attorney at several leading global hedge funds and law firms.
David is focused on identifying exciting investment growth opportunities with superior risk: reward characteristics across the broad Healthcare sector, the fast-growing Wellness space, and the Technology sector. He applies a deep fundamental investment research process using his extensive knowledge investing in these industries, which he developed over his 25-year career.
Partnering with seasoned Wealth Managers at Bleakley Advisory, David also seeks to help his clients implement thoughtful financial plans reflecting their passions and long-term goals. Bleakley Advisory is an independent Wealth Management firm managing over $5.5 Billion of advisory and brokerage assets, with recognition on the Barron’s Top 1,200 and Forbes Best-In-State Wealth Advisor lists.
David has an MBA from NYU's Stern School of Business, a JD from Brooklyn Law School, and a BA in Government from Clark University. David lives in Weston, CT, is avid about fitness and sports, is a history buff, and enjoys spending time with his wife Amy and their two children, Julia and Sam.
David Mandelbaum is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Since 1998, John has been assisting high net worth families achieve their financial goals and objectives related to accumulation, protection, and distribution of wealth by applying a special blend of knowledge and skill. John focuses on his clients goals and common sense and integrity are the cornerstone values that drive that process.
John’s mission is to understand his clients situations by helping them identify their needs, educating them, offering potential strategies, respecting their assets, and monitoring their progress.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Michael McKiernan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy to help you achieve your vision for the future.
Mike holds Series 7, Series 63 and Series 65 licenses through LPL Financial. He began his career as a financial advisor with Northwestern Mutual in 1988, and he has over 20 years of experience performing in various roles within the financial services industry. He received his bachelor’s degree in business from Rutgers University.
Mike enjoys spending time with his wife and their three children. The family is active in their church and enjoys boating and traveling.
David Mecca is a Financial Advisor at Bleakley Financial Group. He helps individuals, families and business owners work towards financial security through comprehensive financial planning. David has always been passionate about working in finance and finds no greater reward than helping his clients pursue their personal and professional financial milestones.
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold his Series 7 and 66 licenses through LPL Financial, as well as insurance licenses. He attended the University of Rhode Island with a major in Finance.
In his free time, David is an avid traveler, and has travelled to 20 countries and counting.
Jayne joined our team in 2003 as a Client Services Assistant. She brought along with her an extensive background in both the brokerage and insurance industries. Jayne graduated from the McCann School of Business. The saying, “No job is complete until the paperwork is done”, is especially true in the financial world. A large part of Jayne’s day is spent meticulously processing paperwork for investment changes of new and existing client portfolios.
A lifelong resident of Pennsylvania, Jayne was born in Mahanoy City, and now calls the Lehigh Valley home. In her spare time, Jayne enjoys her family, going for long walks with their family dog and shopping.
Louise Monti joined the team in 2003. Louise is a native Atlantan and holds a Bachelor´s degree from the University of Georgia. She holds both her life and disability insurance licenses as well as the FINRA 6, 7, and 63 registrations held with LPL Financial. Louise also holds the FINRA Series 66 securities registrations with Private Advisor Group and LPL Financial.
Louise and h6.er family live in Snellville where she is very involved at her church, St. John Neumann as well as her children’s activities.
Mark joined the firm in 2017 as an investment analyst, responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. In 2022, Mark transitioned to a Financial Advisor at Bleakley.
Mark graduated magna cum laude with a B.S. in Finance and a B.S. in Information Technology Management from the Stillman School of Business, Seton Hall University.
His FINRA Series 7 and 66 registrations are held at LPL Financial.
Prior to joining the firm, Mark worked in analysis and operational roles for Summit Financial Resources, Inc. and State Street Corporation.
Outside of the office, Mark is an avid car-enthusiast. He enjoys fitness, technology and traveling. Mark is a fluent Spanish speaker.
Molly Murphy LaFleche is a Certified Financial Planner with the Bleakley Financial Group Twin Cities. While getting a B.A. in Finance and a minor in Economics at the University of St. Thomas in St. Paul, MN, Molly started her financial planning practice as an intern and has been helping ‘Inspire Achievement’ in her clients ever since. As a CFP®, Molly believes financial planning starts with figuring out your biggest goals & dreams - for you, your family, your business, and the world. What is it you are trying to achieve...and WHY? We take time to understand your values & priorities and from there build a comprehensive plan to get you to achieve your goals in the most efficient ways.
We offer a unique experience to all of our clients by utilizing our team's expert knowledge and diverse skill set to create a fun environment. Providing a deep relationship built on communication, trust and education – we navigate families and businesses through their financial lives. We are your financial partner providing unique experiences, expert knowledge, and efficient solutions…you can rest assured your financial goals and futures are our top priority!
Our clients are driven & think big. They live healthy & with intention. They value collaboration & expertise. And most of all - they are good & nice people, mirroring the values & traits in our team members. We offer something different. We offer something special. Something that you can't put your finger on until you work with us!
Molly is the proud wife to Thomas LaFleche – together since 2004, married since 2011, they live in White Bear Lake and are the owners of Brunson’s Pub. A lifelong dream of Thomas’ – Brunson’s Pub started really coming to fruition in 2016, with the doors opening in March of 2017. Hospitality is in this couples’ blood, and you can feel it whether you’re in the pub or planning your retirement.
Molly is involved in various organizations, boards, non-profits and causes around the St. Paul metro area. In any free time that remains, things you’ll find Molly: spending time with family, working out, being outside, playing cards with the hubby, traveling, and listening to music – live concerts as much as possible.
With nearly 20 years of experience in business development, strategic planning, marketing and talent acquisition, Vince brings a unique skill set to the Bleakley team.
As a member of the Executive Committee, his primary duties involve driving organizational growth via advisor expansion through recruiting, mergers and acquisitions.
Additionally, Vince acts as Bleakley Financial Group’s Chief Marketing Officer and is responsible for firm branding and marketing content. He also provides marketing consultation and business coaching services to advisory teams within the firm.
Vince lives in Denville, New Jersey with his wife Lindsay and their three children. Active in the community, they support a number of organizations to which they have a personal connection including Autism Speaks, Alex’s Lemonade Stand and SAY: The Stuttering Association for the Young.
Steve has been in the financial industry since 1997 after working in corporate America for 20 years.
Following the tragic loss of their beloved son, Cullum, in a crash with a tractor trailer, Steve and his wife, Susan, along with their surviving son, Pierce, founded Road Safe America. This non profit organization is dedicated to reducing the injuries and deaths resulting from collisions between tractor-trailers and passenger vehicles.
Steve has been a member of the Motor Carrier Safety Advisory Committee since it was founded in 2006 and served as chairman of the committee in 2013-2014.
Over the course of his financial career, Steve has earned the Certified Financial PlannerTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations. RICP® conferred by The American College.
Brett joined the firm in 2005 and currently serves as a senior research and investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, investment recommendations and client communication. He is part of a team that provides strategies on improving tax efficiency and portfolio quality as well as market commentary, observations and performance. Brett is a graduate of Susquehanna University with a Bachelor of Science in Finance. He holds his FINRA Series 7 registration through LPL Financial.
Prior to joining Bleakley as Director of Human Resources, Tracy Pastor was Executive Vice President and Chief Operations Officer at a private equity firm responsible for all the company’s financial functions including accounting, audit review, treasury, corporate finance and investor relations. She also led all human resources activities. Her career spans more than 20 years of varied experience in financial and operations management, business leadership and corporate strategy.
Prior to that, she served as Manager of Financial Services in Los Angeles, California. In addition, Pastor was a Financial Advisor in California and Florida for ten years. She has held positions in both investment and commercial banking companies.
Pastor earned her International Master of Business Administration from Thunderbird School of Global Management.
Pastor relocated to the New York area in 2014 with her family and they now reside in Morristown, New Jersey.
Joe has been with the team since 1991. His primary focus is client service which includes compiling and organizing client data and assisting with plan design, facilitating the aspects of plan implementation and responding to any questions and concerns our clients may have along the way.
John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients pursue their personal goals.
John lives in Atlanta with his wife, Nancy. They have three children, Meg, Jack and Luke. John is passionate about spending time with his family and helping his children grow into distinguished young adults. They love to travel together and create lasting memories.
John is an active member of the Holy Spirit Catholic Church and loves participating in various outdoor activities such as fishing and hiking. John is also an avid sports fan and enjoys cheering on the Duke Blue Devils and Atlanta Falcons. John is also a member of the Atlanta Homosassa Fishing Club.
John is a current Board Member of The Schenck School, which is a school that specializes in remediating students with dyslexia using the Orton-Gillingham teaching system. This method of learning allows students to reenter mainstream schools within a 1-4 year period of time.
In addition, John gives back to his alma mater, Duke University, by interviewing prospective students in the metro Atlanta area who have applied for admission to Duke.
Over the course of his financial career John has earned the Certified Financial PlannerTM (CFP®) and Chartered Life Underwriter (CLU®) designations. He currently holds the series 6, 63, and 7 securities registrations held with LPL Financial.
A born teacher, Harold uses his deep knowledge and education around tax, retirement income and estate planning strategies to help our clients work towards whatever is most important to them. While Harold loves getting into analytical discussions about market strategies, he also knows that our industry is filled with jargon and he meets you where you are. His calm demeanor is particularly valuable in situations where someone is in a major life transition - losing a spouse, divorce or planning for an upcoming retirement.
A native of the Netherlands, Harold received his BS in International Marketing and a Masters in Financial Services.
Harold can be found biking around Williamsburg, including his commute to the office. He and Tracy have two teenage sons and love travel and great food.
With over 15 years of financial services experience, Justin has worked as a financial advisor and personal banker for some of the largest financial firms in the country. He works with clients to set realistic financial and personal goals, assess current financial health, develop a comprehensive plan, put the plan into action and monitor its progress.
Justin graduated from William Paterson University, is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, Retirement Income Certified Professional (RICP®), and Professional Plan Consultant® (PPC®). He is Life and Health insurance licensed and holds his series 7 and 63 through LPL Financial, and holds his 65 licenses through Private Advisor Group.
RICP conferred by The American College.
Justin lives with his wife, Lindsay, and their three children in Morris Plains, NJ. He enjoys the outdoors, exercising, reading, and spending time with his family.
Bridget has several years of experience in the investment and insurance industry. She currently resides in Winfield Park with her fiancé, Curtis. In her spare time, she enjoys cooking, staying active with her Bernedoodle Mayzie, and spending time with her 7 siblings and 20 nieces and nephews.
Monica brings over 9 years of experience in the financial services industry to her role. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.
Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7, 66, and Life/Health Insurance License.
Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.
Hritesh joined Bleakley as an intern in November 2018 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. Hritesh graduated with a Master in Business Administration from Caldwell University in May 2019.
Outside the office, Hritesh is a soccer enthusiast. He also enjoys travelling. Hritesh was born and raised in Nepal.
Matt is passionate about helping his clients clearly identify their goals and build a roadmap leading towards financial success. Through a collaborative process with his clients, customized plans are developed to address short, medium and long-term goals. Matt is a process driven professional and values the relationships that he develops with his clients throughout the process.
After graduating from the University of Colorado in 2003, Matt Renov began his career with a focus on energy and transportation. Matt worked as a trader an analyst for Maersk Group and Shell Trading Gas and Power before transitioning to the financial advisory industry in 2015.
Matt is an avid runner and swimmer and enjoys spending time with his wife Brittany.
Matt Renov is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
David is a Certified Financial Planner who built his Financial Planning and Wealth Management practice starting in 2009. David primarily works with Attorneys in large law firms.
David became intrigued by investing and financial planning early in life. After becoming a financial advisor, he initially thought his skill would be judged on his understanding of Alpha and Beta, Rate of Return, and all the “nerdy” parts of investing. However, David quickly realized that asking good questions, listening, and fully understanding his clients’ goals is the foundation of a great plan.
David and his wife Emily met while attending BYU-Idaho. David majored in Finance and Emily majored in Dance and Art. As a team, they make every effort to impact others in their community through a variety of outreach activities and events. In their spare time, they volunteer with soccer, football and swim. Additionally, they are both engaged with the youth at their local church. David and Emily are proud parents of Ava, Owen, Connor, & Abram.
Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.
Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining Bleakley Advisory Group, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.
He recently served 8 years pro bono as a Member/Director of VantageTrust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions.
Phil lives in Summit with his wife and 3 children.
Phil Roberts is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Michael Rosenthal is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
Andrew began his career in 2007 working as trainee at Wachovia Securities. He joined Lyle’s practice at Wells Fargo Advisors in 2009. He designs detailed financial and investment plans through collaboration with clients and the other trusted professionals in their lives. Andrew and Lyle joined Bleakley Financial Group in 2022.
Andrew Graduated from Suny Oneonta with a degree in political science and is a CFP® Professional since 2010.
Andrew lives in Merrick, NY with his wife Mallory and daughter Mackenzie. As a family they enjoy traveling, hiking and playing on the beach. In his spare time Andrew enjoys yoga, reading and taking long walks. As a family they are involved in and support the March of Dimes and Cohen’s Children’s hospital.
Lyle has worked as a Financial Advisor to both individual and institutional investors since 1998. While at Wells Fargo he was recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who also demonstrated exceptional client service. Lyle holds a bachelor's degree in Banking and Finance from the Frank G. Zarb School of Business at Hofstra University. Andrew and Lyle joined Bleakley Financial Group in 2022.
Lyle’s mission is to provide every client and their families with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to his involvement with his local community. He is active with the congregation at Merrick Jewish Center. Additionally, Lyle and his wife are active supporters of the Lustgarten Foundation for pancreatic cancer research.
Away from the office, Lyle spends the majority of his time with is wife Gina and their two sons, Adam and Matthew. He is an avid sports fan and loves playing and loves playing hockey with his children or going to their games. As a family they are long suffering NY Islander fans. Lyle’s other interests include entertaining, cooking, classic cars and being outdoors. When the weather is warm he can usually be found in his pool with friends and family or working in the garden.
Skyler joined Bleakley in March 2019 and currently serves as an investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, and investment recommendations. Skyler graduated with a BS in Business Administration with a minor in Finance from the High Point University.
Outside of the office, Skyler enjoys playing golf and spending time with family & friends.
Melissa has over 15 years of industry experience and has been working with Julie since 2013. She assists the advisors prepare and understand each client's plan in its entirety and supports them in the implementation of investment strategies and tools. She attended the University of Wisconsin-River Falls receiving a degree in Business Administration-Management in 2005 and currently holds her Series 6, 7, and 63 investment registrations along with Minnesota Life, Accident & Health insurance license.
Melissa and her husband Steve, make Hugo, MN home with their two sons, Grant (12) and Chase (10), and their family dog, Scout. She enjoys spending time watching her boys play hockey & soccer, outside in her flower gardens and relaxing on a lake.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group LLC, a registered investment adviser and separate entity from LPL Financial.
Andy Schwartz evaluates his service. “We are committed to helping our clients achieve their financial planning goals by assisting in identifying their objectives, measuring their resources and educating them while offering potential strategies and continuously monitoring their progress.”
Andy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 33 years of experience.
He has received numerous financial awards and appeared in various prestigious financial publications. He has a Bachelor of Science in Finance and marketing from Rowan University
For over 20 years, Andy has been a member of the board of trustees of New Jersey SEEDS.
David is a financial advisor at Bleakley Financial Group. He works with his clients to create customized plans that cater to each individual’s needs and goals. Taking a very active approach, David likes to remain in regular contact with his clients to stay ahead of any changes in their situation or evolution in their goals.
David is a graduate of Arizona State University. Throughout his development, he has worked in numerous capacities at the firm, ranging from his current position as an advisor to interning as an investment analyst. This has helped him develop a core understanding of the planning process and all of its elements.
David holds the FINRA Series 7, Series 63 and Series 65 registrations through LPL Financial, as well as life and health insurance licenses.
Scott Schwartz is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nearly 30 years of experience. He is also a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues. Scott has a Bachelor of Science in Finance from Rowan University.
Scott and his wife are the parents of five children. They support dozens of charitable causes and organizations which also reflect Bleakley clients’ interests. In addition to dog rescue and disadvantaged children, they actively support a number of major charitable organizations, including New Jersey SEEDS. Learn more about Scott here.
Gwen has been with the team since 2008 and is our go-to person for any assistance you might need for your investment accounts. She is a warm, calm and caring person who is willing to go above and beyond to help our clients feel comfortable and confident that their investments are in good hands.
CRPC conferred by College for Financial Planning
Tracy Shackelford and Harold Philipsen are the husband/wife financial planning duo of Bleakley - Tidewater. But first, a little about Tracy.
When many people think of financial planning, they imagine spread sheets and jargon. One meeting with Tracy demonstrates that financial planning, and finances in general, can be fun and empowering. When you are in a conversation with Tracy, you feel heard. That's because Tracy listens deeply to what matters most to her clients and works with her team to develop a financial strategy to help each client reach their goals.
After a 20+ year career in the corporate world in both the US and Europe, Tracy found her passion of helping women and their families work towards financial independence for both current and for generations. A graduate of the University of Virginia, Tracy and her family live in Williamsburg, VA. If they are not biking through town, they are hiking the woods, at the Outer Banks of NC or traveling and exploring the world.
Prior to joining Bleakley Financial Group as a Senior Investment Research & Planning Analyst in August 2020, Mr. Spellman spent nearly 20 years at Prudential Financial, in their Strategic Investment Research Group. Throughout his tenure at Prudential, Mr. Spellman held numerous roles, including the research management of the firm’s separately managed account and wrap fee mutual fund platforms (which totaled over totaled over $20 billion under advisement) and providing manager research opinions to Prudential’s Retail Mutual Fund Board of Directors. Prior to joining Prudential, Bill spent seven years as an analyst and senior analyst for PaineWebber (now UBS), in their insurance and managed money areas.
Mr. Spellman received his M.B.A. (in finance) from Fairleigh Dickinson University and B.B.A, cum laude, from Hofstra University. He is also a Certified Investment Management Analyst.
In addition to several civic organizations, Bill is a member of the Investments and Wealth Institute. In his spare time, Bill enjoys fishing, hiking, and spending time with his wife and two teenage children.
Steve Stone began his career in the financial services industry in 1982. He has served both individual and business clients and maintains strong personal relationships with them while placing their needs above his own.
Steve graduated from the University of Notre Dame with a BS in Chemical Engineering. He has continued his education in the financial services industry by earning certifications from the American College as a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter®(CLU®).
Steve lives in Short Hills and is committed to bettering his community, having served on the Overlook Hospital Foundation Board, Overlook Advisory Board, Canoe Brook Country Club Board and numerous Millburn school programs.
As a member of The Cooney Team, Patrick works with individuals, families and business owners to define goals for the future and address plans to reach those. From the birth of a child, preparing for college and accumulating wealth for retirement, to planning for the distribution of your estate, having the proper strategies and vehicles in place makes all the difference. Patrick will work with you every step of the way with the integrity and high level of service you expect.
Patrick earned his Bachelor of Science degree in Mechanical Engineering from Villanova University in Pennsylvania and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.
Credentials/Licensing: Registered Paraplanner (RP)
Born & raised in India, Bachelor’s Degree in Business & Science from SUNY Stonybrook, likes to spend time his friends & family, and his Boxer McClain, rides his Harley Davidson in his spare time
Success doesn’t happen by chance. Even after success is achieved, you must continue to devote time and energy to remain successful. This is true in all areas of life, including finances. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome.
Tre grew up in West Virginia and graduated from WVU with a BS in Finance. Upon graduation, Tre was commissioned and entered the US Air Force. During his roughly 12 years of service, Tre achieved the rank of Major and flew the T-37, T-38, F-15C, and F-117 aircraft. Tre was a mission commander, instructor pilot and operational test and evaluation pilot. He married Molly in 2002 and received an honorable discharge from the Air Force after his first daughter was born in 2004. At that time, Tre entered the financial services industry and devoted himself to providing excellent advice and service to his clients. Tre has numerous industry credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has 18 years of industry experience.
Today, Tre and Molly have two daughters and reside in Centennial, Colorado.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals and wealth advisors.
John H. Voigt, Jr. CFP®, CLU® has been serving financial clients since 1986. He states, “We serve our clients with a dedicated team that seeks to first understand their hopes, desires and needs, and then assist them by building a comprehensive plan to help them accomplish their goals.”
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Life Underwriter (CLU®) with Series 7 and Series 63 licenses and is registered with LPL, Charles Schwab and Pershing. In addition, he is a frequent member of the Million Dollar Round Table (MDRT) and has been a Private Advisor Group elite advisor.
John graduated from the University of Richmond. He is a member of Kingdom Advisors, the Greater Parsippany Christian Business Men’s Connection (CBMC), and volunteers with Habitat for Humanity and in Haiti. John’s leisure activities include skiing, fishing and golf.
Kevoi joined the firm in 2009 and currently serves as a senior investment research and planning analyst. He is responsible for managing and reviewing multi-asset portfolios for the firm’s clients and works closely with prospects by analyzing portfolios and assisting with the implementation of customized investment solutions.
Kevoi received his BA in Mathematics and minor in Economics from Caldwell University. His FINRA Series 7 and Series 63 registrations are held at LPL Financial. Kevoi is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA).
Mike joined Bleakley in June 2018 and currently serves as an investment research and planning analyst. He is responsible for fund research, portfolio analysis, drafting investment proposals, and preparing retirement and education analyses. Mike graduated Summa Cum Laude with a BS in Business Administration with a concentration in Finance from the Feliciano School of Business at Montclair State University.
Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spending time with his family and friends.
Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives for more than 22 years by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.
Lyle is a Rutgers alumni, CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC).
He resides in South Orange, NJ with his son, Quentin and daughter Mahala and their Cockapoo, Rosalita. In his free time, Lyle enjoys traveling, playing softball, reading U.S. Presidential biographies, and of course, the Yankees.
Richard Wright Jr. is a currently a Wealth Management Advisor and Partner at Bleakley Financial Group. He has 29 years and counting of experience. His clients always comes first when it comes to their financial needs such as success, protection and preserving of their money.
He holds his Series 6, 7, 63 and 65 registrations through LPL Financial.
In his spare time, he loves playing golf, helping his community and spending time with his beautiful wife and three children.
Richard has over thirty years of financial industry and capital markets experience as an attorney, adviser and consultant and has extensive experience in the areas of corporate governance, compliance, securities, derivatives, structured products and hedge funds. He was formerly a Branch Chief at the SEC in Washington, DC, founded and co-managed an investment adviser and broker-dealer and has held senior sales roles at major sell-side institutions. He was previously a member of the Board, General Counsel and Chief Risk Officer of a $5B Boston-based RIA.
Richard has an LL.M. (Masters Degree) in Taxation from Georgetown University Law Center, a Law degree (J.D.) from Rutgers University School of Law and an undergraduate degree (B.A.) in Economics from Emory University. He and his wife Gwen live in New Hope, PA and have 2 adult children.