The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them. Reach us by completing the contact form below, and someone will reach back out to you soon. We look forward to speaking with you!
We strive to provide the highest quality of planning and service to our clients. We take care and treat our clients as we would like to be treated. We advocate for our clients and their visions.
It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
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. Choosing to work with people who have the ability and resources to best address your needs is the next.
Our approach is centered on a deep understanding of comprehensive financial planning. Our primary focus is on client's values, missions, and objectives. We utilize a broad range of products and solutions to become the primary qualified advisement team for each client.
At Bleakley Financial Group, our fee-based financial planning allows us to deliver:
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.
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.
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.
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.
In addition to our core Twin Cities team, we are supported by a broad and diverse team within the larger Bleakley organization made up of highly trained and experienced professionals with extensive knowledge on the more advanced and complex areas of our industry to support your planning and investment needs.
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, as a member of the investment committee, and participating in the setting of the firm’s overall investment philosophy, global investment outlook and macro asset allocation decisions. Peter also is the portfolio manager of the Bleakley Global Macro and Bleakley Target Income Portfolio strategies.
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 is a CNBC contributor and a regular guest on its programs. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.
Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Marlene Carpena is a 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).
Joseph has served in his current role at the firm since 2000. He leads a team of analysts who are responsible for creating comprehensive financial plans and investment portfolio. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts, and market trends. Prior to joining the firm, he worked as a planner for the Prudential Insurance Company and New York Life Insurance Company.
Joseph earned a BS in Accounting from Widener University and an MBA in Finance from Farleigh Dickinson University.
Stephen has served as Director of Investment Research for Bleakley Financial since 2002. Prior to joining the firm, he spent three years working with Alliance Bernstein Research and Management as a liaison between investment advisors and portfolio managers. He also worked as a financial advisor for Northwestern Mutual.
Stephen holds a Bachelor of Science in Economics and Finance from West Chester University
Steve Kuhn is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
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.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.
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