Broker Check

Meet Your Team

Battles aren’t lost in the field; they’re lost in the planning.

That’s why investors need a long-term financial plan that fits their life goals.  Since 1990, the sole purpose of our practice has been helping clients achieve their personal financial security objectives.

We are financial advocates, working with a select group of individuals and families to deliver a comprehensive, proactive approach to financial planning—from investments and cash flow analysis to tax efficient strategies and estate planning.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

John  Patterson

John Patterson, CFP®, CLU®

Partner, Wealth Management Advisor

Joe Patterson

Joe Patterson

Partner, Managing Director

Gwen Scott

Gwen Scott, CRPC

Director of Investment Operations, LPL Registered Administrative Associate

Louise  Monti

Louise Monti

Director of Investment Operations, LPL Registered Administrative Associate

Dan Berkland

Dan Berkland

Client Service Associate

Andy Schwartz

Andy Schwartz, CFP®

Principal, Bleakley Financial Group

Peter Boockvar

Peter Boockvar

Chief Investment Officer, Bleakley Financial Group

Steve Kuhn

Steve Kuhn

Director of Investment Research, Bleakley Financial Group

Joseph Geslao

Joseph Geslao, CLU®, CHFC®

Director of Financial Planning, Bleakley Financial Group

Ken Kattel

Ken Kattel, CFP®, MBA

Investment Research & Planning Analyst, Bleakley Financial Group

Marlene Carpena

Marlene Carpena

Life Coach, Bleakley Financial Group

Jason  Klinedinst

Jason Klinedinst

Financial Advisor

Jerry  Jones

Jerry Jones

Financial Advisor

Ted Kielar

Director of Operations