Ascend Beyond Wealth

Liberty has been assisting clients in the financial industry since 2008 and became a part of Tre’s practice in 2016. Liberty is a Chartered Financial Consultant (ChFC®) and holds life and health insurance licenses.

Liberty oversees investment operations for Tre’s practice and understands the need for close attention to detail and excels at completing complex assignments, from start to finish. Within Tre’s team, Liberty works directly with our clientele, beginning in the on-boarding process and throughout different times in our client relationships. Because of her skill set, she has multiple touch points with clients throughout implementing and helping to manage existing client’s investments.

Liberty spent her childhood in Indiana but now resides in Lakewood, Colorado where she spends her leisure time hiking in the Rocky Mountains, snowshoeing, and spending time with her family and friends.

Marlene has a multifaceted role as part of the HR department, providing emotional support to employees through one-on-one interactions, facilitating team-building activities, and enhancing communication and trust across the firm. For the last 7 years she has been responsible for shaping and maintaining the firm's culture, ensuring a positive and productive work environment for everyone.

Marlene offers coaching services to OnePoint BFG’s clients as well, helping them navigate through various life circumstances. She is a dedicated coach with close to a decade of experience empowering individuals to achieve their personal and professional goals.

In 2016, Marlene received her coaching certification from The Institute of Professional Excellence in Coaching (iPEC). She has been a member of the International Coaching Federation (ICF) since 2017.

In her free time, Marlene enjoys working out, being outdoors, traveling and spending time with her family and friends.

Stephanie works closely with retirement plan sponsors consulting on fiduciary, investment, operational and regulatory issues relating to OnePoint BFG Wealth Partner’s retirement plan practice.

Prior to joining OnePoint BFG, 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’s Carol Martin Gatton College of Business & Economics. She also holds a Masters 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.

Steve has been with OnePoint BFG Wealth Partners for over 20 years. He is the Chairman of our Investment Committee and a member of our Executive Committee. Steve also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for OnePoint BFG’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our Think Tank, where investment portfolios are analyzed and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.

Prior to joining OnePoint BFG in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.

He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.

David is the Portfolio Manager of the OnePoint BFG Benestar Investment Strategy, which focuses on the vast healthcare, life sciences and wellness sectors. David is also a member of OnePoint BFG’s Investment Committee.

David’s investment management and sector focused experience is extensive and broad-based. Prior to joining OnePoint BFG, David spent nearly two decades managing healthcare sector investment portfolios at major hedge funds, including 14 years at Omega Advisors, where he served as Partner, Portfolio Manager and Healthcare Sector Head.

Previously, David was a healthcare lawyer at leading law firms and within industry, where he advised on complex regulatory, legislative and policy matters, and helped structure M&A, capital financing and other corporate transactions for diverse healthcare organizations. Additionally, David has managed private investments for a strategic venture fund.

David has a B.A. in Political Science from Clark University, a J.D. from Brooklyn Law School, an M.B.A. from New York University’s Stern School of Business, and an M.P.H. from Yale University.

David lives in Weston, CT, is avid about fitness, a passionate and long-suffering Knicks fan, a history buff, and most enjoys spending time with his wife Amy and their two children, Julia and Sam.

Joseph has served as the Director of Financial Planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.

Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.

Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University.

Steve has been with OnePoint BFG Wealth Partners for over 20 years. He is the Chairman of our Investment Committee and a member of our Executive Committee. Steve also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for OnePoint BFG’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our Think Tank, where investment portfolios are analyzed and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.

Prior to joining OnePoint BFG in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.

He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.