BleakleyLogo_Twin Cities

    Our Mission:

    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. 

    Team Photo 2022

    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'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. 

     

    Our Approach

    Putting Our Client's Interests First

    At Bleakley Financial Group, our fee-based financial planning allows us to deliver:

    • A clearly defined set of objectives that we  will aim to work to work towards together through your vision for the future and reflects what means the most to you.
    • Preparation of your personal financial plan that connects strategies to your objectives.
    • An outline of proposed recommendations, alternatives, and the ability to model different life event scenarios at your request.
    • A thorough review of the information that is driving the results and recommendations of our analysis to make sure everyone involved is in alignment.
    • The planning fee varies and is based on the complexity of your needs. It is mutually agreed upon by you and your advisor prior to the start of the analysis.
    • Fee-based financial planning, which is separate from any execution or implementation, allows our clients to maintain an added layer of control and flexibility in their planning approach. 
    about

    The Twin Cities Team

    Julie Hetland, CFP®, CLU®, ChFC®, CASL®

    Partner - Wealth Management Advisor

    Jason Hetland, MBA

    Partner - Financial Consultant

    Meghan Bohlke, CFP®

    Client Relations Manager

    Melissa Schurhamer

    Client Relations Manager

    The Bleakley Support Team

     

    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.

    Peter Boockvar

    Chief Investment Officer

    Marlene Carpena

    Life Coach

    Michael Core

    Executive Director of Practice Management & Managed Services

    Joseph Geslao, CLU®, ChFC®

    Director of Financial Planning
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    LPL Registered Administrative Associate

    Stephen Kuhn

    Director of Investment Research

    Stephanie Lester

    Director of Institutional Retirement Administrative Services

    Ken Kattel, CFP®, ChFC®, MBA

    Senior Investment Research & Planning Analyst
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    LPL Registered Administrative Associate

    Kaitlyn Spaschak

    Investment Analyst
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    LPL Administrative Associate
    BleakleyLogo_Twin Cities
     
    7365 Kirkwood Court North, Suite 330
    Maple Grove, MN 55369