Ascend Beyond Wealth
relationship built for life.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Michael McKiernan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy to help you achieve your vision for the future.
He began his career as a financial advisor with Northwestern Mutual in 1988, and he has over 20 years of experience performing in various roles within the financial services industry. He received his bachelor’s degree in business from Rutgers University.
Mike enjoys spending time with his wife and their three children. The family is active in their church and enjoys boating and traveling.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Michael McKiernan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy to help you achieve your vision for the future.
He began his career as a financial advisor with Northwestern Mutual in 1988, and he has over 20 years of experience performing in various roles within the financial services industry. He received his bachelor’s degree in business from Rutgers University.
Mike enjoys spending time with his wife and their three children. The family is active in their church and enjoys boating and traveling.
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.
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.
Prior to joining OnePoint BFG Wealth Partners as a Senior Planning & Investment Analyst in August 2020, Mr. Spellman spent nearly 20 years at Prudential Financial in their Strategic Investment Research Group. Throughout his tenure at Prudential, Mr. Spellman held numerous roles, including the research management of the firm’s separately managed account and wrap fee mutual fund platforms (which totaled over totaled over $20 billion under advisement) and providing manager research opinions to Prudential’s Retail Mutual Fund Board of Directors. Prior to joining Prudential, Bill spent seven years as an analyst and senior analyst for PaineWebber (now UBS), in their insurance and managed money areas.
Mr. Spellman received his M.B.A. (in finance) from Fairleigh Dickinson University and B.B.A, cum laude, from Hofstra University. He also holds the Certified Investment Management Analyst (CIMA®) designation.
In addition to several civic organizations, Bill is a member of the Investments and Wealth Institute. In his spare time, Bill enjoys fishing, hiking, and spending time with his wife and two teenage children.
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.