Ascend Beyond Wealth

Jon P. Betlow, Partner, CFP^®, CLU^®, ChFC^®, CLTC^®, states, “I am fortunate to be surrounded by a fantastic team here at OnePoint BFG. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients.”

Jon, who has over 30 years of experience, holds CERTIFIED FINANCIAL PLANNER^® (CFP^®), Chartered Life Underwriter^® (CLU^®), Chartered Financial Consultant^® (ChFC^®) and Certified Long-Term Care (CLTC^®) designations. He received his BBA from the Ross School of Business, University of Michigan.

Jon enjoys playing golf and traveling with his wife and their two sons. Jon is on the Board of Directors of the Metropolitan Golf Association and is actively involved in supporting junior golf through the  MGA Foundation as well as The First Tee organization.

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 #0C77169

Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them. Josh’s philosophy of service exemplifies his outlook. Clients, no matter how big or small, come second to none. He takes the time to provide the best service and personal attention, helping to ensure that everyone can reach their goals."

In addition to his years at OnePoint BFG Wealth Partners, Josh previously worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and is an active member and contributor to the Columbia High School Booster Foundation.

CA Insurance License #4105885

To learn more about working with Josh, schedule a meeting.

Anthony Holden has been performing investment research, creating financial plans and managing investment portfolios for wealth management advisors since 2005. After starting with UBS Financial Services, he later worked for Wachovia Securities and Wells Fargo Advisors before joining OnePoint BFG Wealth Partners in December of 2011. Anthony brings particular expertise in multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience evaluating both public and private investment managers as well as retirement cash flow modeling. He holds a BA in Mathematics from The University of Texas at Austin and six-plus years of experience in computer security software implementation and management.

David Mandelbaum is a senior healthcare investor and portfolio manager with 25+ years of experience managing equity portfolios across hedge fund, wealth management, and private investment platforms.

David serves as the Portfolio Manager of the OnePoint Benestar Strategy and as a member of the Investment Committee at OnePoint BFG Wealth Partners.

He previously spent nearly two decades managing healthcare portfolios at leading hedge funds, including 14 years at Omega Advisors where he served as Partner, Portfolio Manager, and Healthcare Sector Head.

David has deep experience across the full investment cycle, encompassing fundamental research and analysis, portfolio construction, and active risk management through changing market environments. His core expertise includes translating policy, regulatory, and industry dynamics into differentiated investment insights across biopharma, life sciences, medical technology, and healthcare services.

His earlier experience included practicing healthcare law, advising diverse healthcare industry clients on complex regulatory and transactional matters, and managing private investments for a strategic venture fund.

David holds a JD from Brooklyn Law School, an MBA from NYU Stern, and an MPH from Yale 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.

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.

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.

Dimitri joined OnePoint BFG Wealth Partners as an intern in September 2011 and currently serves as a Senior Research and Investment Analyst. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients. Dimitri performs a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Prior to joining the firm on a full-time basis, he served as the Head of Research and Investment Analysis at Pioneer Financial.

Dimitri is a graduate of Caldwell University, with a Bachelor of Science in Accounting and a minor in Marketing.

Outside of the office, Dimitri is a sports enthusiast, especially soccer. He also enjoys spending time with family and friends, fitness, reading and travelling. He was born and raised in Barbados.