Kevin approaches every day with one goal in mind – to ensure the highest level of investment advice and service to his clients. Ethical, honest, accountable, and responsive are values that form the cornerstone of all interactions Kevin maintains with his clients.

Kevin’s career in financial services began in 1982; his practice has since thrived in the community. He specializes in retirement planning and investment and portfolio analysis and design. Kevin graduated from the American College with the following professional designations:

• Chartered Financial Consultant (CHFC)
• Life Underwriter Training Council Fellow (LUTCF)
• Chartered Life Underwriter (CLU)

RICP conferred by The American College.

Kevin enjoys spending his life with his wife, Mary, and daughter, Amara. He is also an accomplished chef – having graduated from the world-renowned Culinary Institute in Hyde Park, New York. Kevin has a special appreciation for his horses, since he not only trains them, but they train him too. From his experiences of showing and training horses, Kevin has learned patience and the importance of integrity and honest communication. Kevin’s passions also include golf, Penn State football, and being mentally and physically at the top of his game. Don’t be surprised if you see Kevin at a yoga or pilates class!

Amara is our experienced team lead and wealth advisor. She joined our team in 2016 as our Client Services Associate and Team Lead and in 2024, she became a Wealth Advisor. Driven by her commitment to the family business, she takes immense pride in providing a stellar client relationship. In addition to her primary job functions, Amara has been recognized for hosting exquisite client events and for her extraordinary commitment to include everyone in the fun!

"Create a life that makes youwant to jump out of bed in the morning."

Amara is a 2016 graduate of Millersville University where she earned a Bachelor of Science in Business with a concentration in finance and economics. She currently holds her Series 65 license, is a CERTIFIED FINANCIAL PLANNER® (CFP®), and holds her Life and Health Insurance licenses in the state of Pennsylvania.

Outside of the office, Amara is a dedicated wife and mother. She loves to keep her life interesting with everything and anything outdoors - competitive riding, hunting, fishing, kayaking, and hiking. If the weather is inclement, you will find her indoors baking or trying a new creative recipe.

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.

Adam joined OnePoint BFG Wealth Partners in 2021 as a Wealth Advisor. He came with over 3 years of experience in the financial services industry. Adam's primary focus is to continue the tradition of expert level investment advice and service to clients and their families while maintaining the core values our clients are accustomed to: Ethicality, Honesty, Accountability and Responsiveness.

Adam's belief is that every individual and business has a unique financial situation and vision and they each deserve an equally high level of expertise and attention when it comes to guidance with their financial questions. He specializes in answering these questions clearly and providing a plan for each of his clients that addresses their concerns and is easy to adhere to in both the near and long term.

Adam is a Lehigh Valley native and a graduate of Allentown Central Catholic High School. He attended Susquehanna University where he earned a Bachelor's Degree in Business Administration with a concentration in Global Management.

Adam can frequently be found spending time with his fiancé, Logan Michelle, and their Golden Retriever, Rocky. He enjoys outdoor activities including golf, hiking and baseball and even spent time working with the local Philadelphia Phillies AAA affiliate, the Lehigh Valley IronPigs.

Gary has been a member of our team since 1993. Gary’s goal is to ensure that your needs are met by setting up client status meetings with your financial professional so that we are aware of your changing needs as your priorities and goals evolve.

A proud father of their three children Tricia, Jennifer, and Benjamin; Gary and his wife Carol are proud to announce they have been married for 30+ years! Gary enjoys exploring historic cities in the United States, and celebrating the rich culture and architecture of the American heritage.

Carin joined our OnePoint BFG Lehigh Valley team in November of 2021 as a Client Services Associate. Previously, she was employed at Guardian Life Insurance Company-Park Avenue Securities and SEI Investments Company. Carin excels in the client services industry as she strives to always put the client first and to process requests efficiently.

Carin earned her Bachelor of Science degree in Finance from West Chester University in 2015 and her Master of Business Administration from the University of Arizona in 2021. Carin enjoys learning and intends on furthering her education by obtaining additional accreditations to further assist and educate our clients.

When Carin is not in the office, she enjoys spending time with her husband, Doug, and their German Shephard puppies, Happy and Jarvis. During the warmer months they like to take the dogs running and spending time outdoors; especially riding their Harley Davison. During the winter, they enjoy catching a good football or hockey game.

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.

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.

Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.

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.

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.

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.