We look for ways to leave lasting impressions.
We look for ways to make a positive impact on the lives of our family, friends, clients and our community. We seek to provide exceptional service to our clients by:
- Listening and discovering their needs, concerns, goals & dreams
- Educating them on their options and providing advice in their best interest
- Respecting their assets and risk tolerance
- Providing thoughtful insight and solutions to their challenges
- Monitoring their progress
- Proactively communicating regularly with them
Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.
Meet the Team
Jack D. Cooney, Jr., CPA CLU®
Certified Public Accountant and Chartered Life Underwriter with 31 years experience.
- Diversified comprehensive financial planning
- Sophisticated high net worth planning
- Retirement income distribution planning
- Investment management
- Tax and estate planning
- College education planning
BS in accounting from Stonehill College
Philosophy Of Service:
“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.”
In the Community:
- Board of Trustees – Center for Great Expectations (women’s shelter, Somerset, NJ)
- Delbarton School – Board Finance and Audit Committee; Alumni Association
- Music Ministry – Christ the King Parish
- The Friendly Sons of St. Patrick of Morris County, NJ
- Knights of Columbus
- Member, Baltusrol Golf Club
- Member, Fiddlers Elbow Country Club
Patrick S. Torney, CFP®
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 is currently working towards the CERTIFIED FINANCIAL PLANNER™ designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.
LPL Registered Sales Assistant
Credentials/Licensing: Series 7, 63
Ukrainian American, graduated from St Peters College, resides in Whippany, NJ, married with children (two daughters), likes to play soccer and tennis
Phone: (973) 244-4207
Client Service Associate
Credentials/Licensing: Life & Health
BA from Montclair State University in Justice Studies & psychology, resides in Lake Hiawatha NJ, enjoys spending time with her two children & Great Dane. Joined the firm in 2007
Phone: (973) 244-4239
Senior Investment Operations Manager
Credentials/Licensing: Series 7 & 63
MBA in International Business, resides in Fairfield NJ, likes spending time with her daughter & her Black Lab, Jackie. Joined the firm in 2006, born in Bulgaria, likes to travel.
Phone: (973) 244-4236
Chris has over 14 years of experience in the investment and insurance planning industry. He is currently residing in Morris Plains with his wife and two kids. He enjoys photography, scuba diving (when children permit), and visiting zoos, museums, & aquariums with family. He has his series 7 & 63 licenses along with his life & health insurance licenses.
Phone: (973) 575-4180 x241
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
Phone: (973) 575-4180 x282
Senior Insurance Associate
Credentials/Licensing: Series 6, NJ Life and Health license
Senior Insurance Associate and has been with Bleakley Financial Group for over a decade. Kimberly has over 18 years of professional experience in the insurance industry, enabling her to provide exceptional service and support to the firm’s clients. In her role at Bleakley Financial Group, Kimberly leads the internal underwriting team and directly supports the firm’s Principals by managing the day-to-day responsibilities of their insurance practices, as well as directly assisting them with their client advice and recommendations. Kimberly has a BS in Business Management from Berkeley College. Kimberly spends her time outside of the office with her daughter Gianna and enjoys hosting gatherings of her close friends and family.
Phone: (973) 244-4231