Ascend Beyond Wealth

Jack is a Managing Partner and Wealth Management Advisor with OnePoint BFG Wealth Partners. He is a Certified Public Accountant (CPA®) and Chartered Life Underwriter (CLU®) with 40 years of experience helping clients achieve their financial goals. Jack specializes in working with a diverse clientele, providing personalized financial blueprints to help ensure long-term financial freedom. His approach emphasizes setting proactive goals and making informed financial decisions that significantly impact future financial stability. Jack has an unwavering commitment to helping his clients succeed and aims to reduce the financial stresses of saving for college education and retirement.

Over the years, Jack has been recognized for his commitment to clients in numerous publications. He has consistently been recognized as a Best-in-State Wealth Advisor by Forbes (2019-2025), a Top 1,200 Advisor by Barron’s (2020, 2022, 2024, & 2025), and a Financial Times Top 400 Financial Advisor (2019).

Jack holds a Bachelor of Science in Accounting from Stonehill College, which he continues to support, and he is an active alum of Delbarton School, where he serves on their Board of Regents. In addition, Jack is highly active in the community, supporting multiple causes. He is a Board of Trustees member for the Center for Great Expectations, a women’s shelter in Somerset, New Jersey. Jack also regularly supports the Interfaith Food Pantry in Morris County, the Tunnels to Towers Foundation, the Knights of Columbus, the Friendly Sons of St. Patrick (Morris County), and Wreaths Across America. Outside of work, Jack is passionate about community service and enjoys contributing to initiatives that support and uplift individuals in need.

Award Disclosures

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Barron's Top 1,200 Advisor award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Financial Times Top 400 Financial Advisor awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

CA Insurance License #0B86926

As a member of The Cooney Team, 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 earned the CERTIFIED FINANCIAL PLANNER^™(CFP^®) designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CA Insurance License #0I81215

Credentials/Licensing: Registered Paraplanner (RP)

Born & raised in India. Rahul hold's a Bachelor’s Degree in Business & Science from SUNY Stonybrook. He enjoys spending time with his friends, family, and boxer McClain, and riding his Harley Davidson in his spare time.

Christopher served as a Senior Research & Investment Analyst for 15 years at OnePoint BFG Wealth Partners before moving to a small RIA in Red Bank, NJ for a year. Now he has rejoined the OnePoint BFG family as a Registered Sales Associate & Client Relationship Manager.

Chris graduated from Montclair State University in Upper Montclair, NJ. He currently resides in Bridgewater, NJ with his 3 kids. In his spare time, he enjoys spending time with his family and fishing the waters of NJ.

Kimberly is a Senior Insurance Associate and has been with OnePoint BFG Wealth Partners 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 OnePoint BFG, 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.