Commitment to Excellence
At Bleakley, we believe in the power of collaboration to forge stronger, more resilient financial futures for our clients. Our strategic resources are a testament to our commitment to providing unparalleled value to our clients. Through these partnerships, we leverage collective knowledge, innovative solutions, and global insights to help you pursue your financial goals with confidence.
Our Approach to Strategic Resources
Our approach to forging strategic resources is grounded in shared values and mutual respect. We meticulously select outside providers who not only align with our vision for innovation and excellence but also share our commitment to integrity and client success. Three crucial components of this are:
  • Synergy: We look for synergistic potentials that can bring about innovative solutions and enhanced services for our clients.

  • Transparency: Open and honest communication with our partners ensures that all collaborations are conducted with the highest level of integrity.

  • Continuous Improvement: We continuously seek feedback and insights from our clients and partners to refine and improve our joint offerings

At Bleakley, our strategic resources are a cornerstone of our commitment to excellence. By bringing together the best in the industry, we are better positioned to serve your needs and help you navigate the complexities of the financial landscape with confidence and clarity.

Our Resources

Document Review

Ruthann Driscoll 

Ruth M. Driscoll has over 40 years of legal experience, almost entirely in estate planning, probate and retirement planning. She earned her JD, Certified Financial Planner®, Chartered Life Underwriter, and Retirement Income Certified Professional® designations. Ruth Driscoll frequently speaks around the country on issues surrounding estate planning and retirement planning, specifically Social Security and Medicare, to accountants, financial planners and their clients. She has also served as an Adjunct Professor at the American College.


Document Review

Mario Falsetti 

Mario Falsetti is a top-rated attorney practicing in the Milwaukee, Wisconsin area with a high level of experience in tax, estate planning, probate, and corporate consulting. After completing undergraduate studies at the University of Daton, Mario Falsetti attended law school at Marquette University Law School. He earned a juris doctor degree in 2015. Mario Falsetti was admitted to the practice of law in 2015. 

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Property and Casualty

Michelle Hirsch

Michelle is the Sr. Vice President and third generation family business owner of Brunswick Private Client. Her 15+ years of experience have given her a deep understanding of the potential risks, exposures and complexities that are unique to today’s affluent and those in the public eye. Her insights, solutions and partnership have helped countless clients better understand and protect their personal risk. 

Licensed in all 50 states, they have exposure to a wide array of insurers which allows them to find the right carrier for a clients' unique needs. As part of Michelle's process, she will provide a complimentary audit of your current property and casualty coverage and propose potential solutions if gaps are identified or a more affordable option is available.  

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Risk Management

Kenneth Scaglione

Ken Scaglione founded Trust Financial Services, LLC, a dedicated brokerage general agency, in 2003. He set out to create an organization that provides a concierge level of service to advisors and their clients. Drawing on over 25 years of experience, Ken brings a depth of knowledge to the table, spanning a wide range of products and carriers within the industry. This extensive background enables him to offer tailored, independent advice to advisors, ensuring they select the most appropriate products for their clients' specific needs.

Our Bleakley advisors work directly with Ken and his team to help find solutions for your risk management needs. This includes life insurance, disability insurance, and long term care insurance. They also have extensive knowledge in leveraging insurance policies as part of your overall estate plan. 

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Justin Lubenow

Justin has 20 years of experience across different industries: Benefits Administration, Telecom, Financial Services and Consumer Products. He left "Corporate America" in 2015 to join the family businesses in Group Benefits (Lubenow Agency) and Medicare (Senior Advisors, LLC).  Justin has been very active in educating Medicare beneficiaries and lobbying to protect benefits for Medicare beneficiaries. In 2016, Justin was selected to be a member Medicare Advisory Group of the National Association of Benefits and Insurance Professionals (NAIB).  In 2020, Justin was selected to be the Vice-Chair of the Medicare Advisory Group.

In addition to providing yearly education webinars to Bleakley's clients, he will work directly with them to provide guidance on the intricacies of their Medicare options and provide solutions around supplemental coverage.  



You are under no obligation to use the services of any of the entities shown above, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Bleakley Financial Group LLC. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.