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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.
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.
Michael Axelrod is a Partner 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 two year in a row as a 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.
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.
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. He is on the Board of Directors at CoreMedia Systems, Inc., a management software company located in Fairfield, NJ.
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.
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. Learn more about Jack here.
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.
James Michael Faraci prides himself on working with people whose values and beliefs he respects. He works assiduously to help his clients stay disciplined and focused so that they can help address their financial and personal goals. James says he loves what he does because he truly enjoys building relationships, and friendships, with each of his clients.
James holds his Series 7, 66 registrations through LPL Financial. Prior to coming to Bleakley, he gained experience working at several major financial institutions.
James graduated from Bucknell University and distinguished himself in working on a pool, architectural and water filtering project based in New York City. An avid athlete, he hopes to one day play in the North American Pond Hockey Championship in Minnesota.
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, my clients feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that ensures these dreams evolve into reality.”
Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds CLTC® Certification for Long-Term Care, making him a specialist in life, disability and long-term care insurance planning.
Mark graduated from Lehigh University with a BS in Finance. He is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.
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.
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.
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 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 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.
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.
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!
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.
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.
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.
With nearly 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 and Professional Plan Consultant® (PPC®). He is Life and Health Insurance licensed and holds his series 7, 63 and 65 licenses.
Justin lives with his wife, Lindsay, and their two children in Morris Plains, NJ. He enjoys the outdoors, exercising, reading and spending time with his family.
Rick is a native of the Chicago area and a US Army veteran. He started his career in financial services in 2002. Rick’s inspiration is to “help families take care of those they love in good times and bad.” This mission has personal meaning to him as he is the oldest of four children, when at age 11, his father passed away. Rick is the Managing Partner of Scheeler Financial Group and the founder of the Bleakley office for the greater Cincinnati area.
Rick just finished his 9th designation and plans on completing his Masters of Science in Financial Services in 2020. He is passionate about helping clients determine and pursue their vision, while reducing anxiety.
Rick and Ellen have been married since 1997 and have six children – Paul, Catherine, Bernadette, Bridget and John. Their 2nd child, Mary, passed away in 2018 at the age 18. Rick loves spending time with his family and studying his faith. He also enjoys exercising, and playing the cello as well as being active in the community.
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
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.
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.
Tre believes that financial success doesn’t happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to financial goals, each decision made and action taken can have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Since 2004, Tre has focused on helping clients prioritize their goals and aspirations before developing a personalized financial plan designed to help them achieve their vision for the future.
Tre and his family reside in Centennial, Colorado. He has been married to Molly for 14 years and they have two beautiful daughters, Ashley and Abby. Tre enjoys spending time with his family, sports, and anything to do with aviation. His love for family and his desire to give back landed Tre on the committee for the Men for the Cure, part of the University of Colorado Hospital Hospital Foundation. He has served MFTC for the past 5 years and has helped raise over $2 million to advance breast cancer research, care, and early detection!
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.
Eric believes Star Trek’s Captain Jean-Luc Picard said it best when he said, “Things are only impossible until they’re not.”1 Eric and his team strive to turn clients’ goals into possibilities, and possibilities into reality. Eric leads Waggoner Financial in delivering trusted, holistic financial planning to individuals and businesses.
Eric is a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®). He holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7, 63, and 26 registrations. He graduated from Michigan State University with a Bachelor of Science in Mathematics and a Bachelor of Science in Astrophysics, as well as a Master of Science in Mathematics. He is currently pursuing a Master of Science in Global Finance from HKUST-NYU Stern Business School.
When he is not working, Eric stays busy with his three-year-old daughter and teaching undergraduate students in the Department of Finance at Michigan State University.
1”When the Bough Break.” Star Trek: The Next Generation. Paramount Television. 13 Feb. 1988.