Ascend Beyond Wealth with Your OnePoint BFG Team.

Daniel Aguanno has been assisting his clients in working toward financial security since 2007. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Dan and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Dan ensures his clients stay on track with their financial plan.

Dan is a Certified Financial Planner^® (CFP^®) professional and holds life and health insurance licenses. He graduated from Rutgers University with a bachelor’s degree in economics and political science. Dan is an avid outdoorsman and a proud supporter of Rutgers University.

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 #0K64304

Michael is a financial advisor at OnePoint BFG Wealth Partners. He focuses his practice on assisting individuals and small business owners achieve their financial goals. Michael and his team bring a unique and diverse background to the practice that includes investment services, asset and income protection and personal planning.

Michael is a graduate of Lehigh University with a Bachelor of Science in Accounting. Prior to joining OnePoint BFG, Michael was an analyst at Merrill Lynch in their Fixed Income, Currencies and Commodities division and an Associate with PricewaterhouseCoopers in their Banking and Capital Markets practice. 

Outside of the office, Michael enjoys spending time with his family.

Nathan is a Wealth Advisor with OnePoint BFG Wealth Partners. For over 15 years, Nathan has guided discerning clients on the complexities of their financial lives. Nathan’s core mission, driven by deep empathy for clients’ unique journeys, is to empower his clients to use money to unlock a clear sense of purpose. A true financial nerd at heart, his specialty is orchestrating big life transitions and translating intricate financial details into clear actionable plans. He admires those who have taken innovative career paths, and he is passionate about helping them use money to live their most fulfilling lives.

Nathan’s commitment to exceptional service is reflected with his recognition as a 2023 and 2024 Forbes Best-in-State Top Next-Gen Wealth Advisor.

OnePoint BFG Wealth Partners is a nationally recognized independent Wealth Management firm managing over $12 Billion of client assets. As fiduciaries, OnePoint puts clients’ first – always. OnePoint has been serving individual clients for over 40 years and has a deep culture of collaboration and devotion to client success.

Nathan is a graduate of The George Washington University, where he studied finance. He is an avid skier, and enjoys spending time with his wife Brittany, and his two sons Brody and Max.

Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.

Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.

Besonson's passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.

Investment advice offered through Bleakly Financial Group d/b/a Poise Wealth, a registered investment adviser.

CA Insurance License #0D90612, AR Insurance License #7074639

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

Jon, who has 25 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 a Bachelor of Business Administration 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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0C77169

Christopher J. Cella has been serving his financial clients since 1984. His over 30 years of experience allows him to provide insight into developing specific plans and strategies for his clients to achieve their financial goals.

Chris graduated from Rowan University with a Bachelor of Science in Finance and Marketing from the Rohrer College of Business.

Chris and his wife are the proud parents of three children. He enjoys (trying) to play golf and is an avid fitness enthusiast.

CA Insurance License #0B14769

Laurence T. Celniker has 33 years of experience as a financial services professional. His focus is on individual clients with high net worth and deferred compensation plans with Fortune 500 companies (Hasbro, John Wiley & Sons and L3 Communications).

Laurence is a Chartered Financial Consultant^® (ChFC^®) who specializes in retirement financial planning, investment portfolio management, cash value life insurance and premium finance strategies, and estate and tax planning.

Laurence graduated from the E. Claiborne Robbins School of Business, University of Richmond with a Bachelor of Science in Business Administration. He has four children and resides in Mountain Lakes, New Jersey.

CA Insurance License 0C90330

Shaun’s approach is to listen to clients’ personal and financial objectives to help individuals and businesses clarify goals, identify needs and facilitate solutions. Shaun prides himself on providing honest recommendations that help solve the financial needs for each client.

Shaun lives in Westford, MA with his wife and 3 children. In the few moments that he is not working or parenting, Shaun enjoys reading, listening to music, relaxing with friends and family, playing the guitar, and sports of all kinds. His favorite get away from it all place is the lakes and mountains of New Hampshire.

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.

Mark J. Feldman has been serving his clients since 2000. Mark states, “My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality.”

Mark is a Certified Financial Planner® (CFP®) professional and holds CLTC® Certification for Long-Term Care planning.

Mark graduated from Lehigh University with a BS in Finance. He is married to his wife Stacey and has 2 children, Jake and Hannah. Mark is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.

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 #1515871

Chris attended Virginia Commonwealth University before starting his career in 1999. In August of 2001, he joined Miller Financial Services. Chris is responsible for implementing investment strategies and conducting annual strategy meetings with clients. He earned his Chartered Life Underwriter (CLU®) designation from The American College in February 2014, he earned his Chartered Financial Consultant (ChFC®) designation in May 2015 and he went on to earn his Retirement Income Certified Professional (RICP®) designation in November 2018.

Chris and his wife, Anne Marie, have a son, Bailey, and two daughters, Kinsey and Reagan.

Stephen C. Goldenring works to help clients stay on course to achieve their financial goals while providing hands-on interaction and superior service along the way.

Stephen began his career in financial services in 1986. He holds the Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) designations. He has a Bachelor of Science degree in Business Administration from Bucknell University.

Stephen enjoys spending quality time with his wife and two children, particularly on the golf course, where his children also play tournament golf. Stephen enjoys coaching and playing soccer, having represented the USA both playing and coaching in the World Maccabiah Games in Israel.

CA Insurance License #0B89605

Jonathan understands complex financial issues and how they can affect life goals. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time.

Preparing for the future is a long-term process that requires customized intricate approaches. Being a part of OnePoint BFG Wealth Partners gives Jonathan access to expert financial planning and investment research teams. With these resources at his side and his ability to sit with clients and understand their goals, he has all the necessary tools to help his clients work towards their goals.

Jonathan graduated from Villanova University with a BA in Economics.

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 #0K52696

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!

David Johnston is a partner and Financial Advisor at OnePoint BFG Wealth Partners and is a CERTIFIED FINANCIAL PLANNER (CFP®). Dave built his practice around the fundamental belief that a proper financial plan begins with risk management, infuses innovative, enhanced diversification within an investment portfolio, and provides for an efficient transfer of wealth to the next generation.

Dave's exceptional communication skills allow him to explain, without all the industry jargon, how various aspects of clients' wealth management and financial planning coordinate. 

Education:

• The College of New Jersey, 1996, BS Finance
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Wealth Strategist (CWS®)
• Registered Employee Benefits Consultant (REBC®)
• Registered Health Underwriter (RHU®)
• Life and Health Insurance licenses (various states, CA Insurance License #0F94827)

Community Organizations:

• Flemington Community Partnership, President
• Prevention Resources, Past President
• Leadership Hunterdon, Class of 2013
• The College of New Jersey Alumni Association, Member and Former Board Member
• The College of New Jersey Football Alumni Chapter, Board Member

Personal:

• I reside in Flemington, New Jersey, along with my wife, Jennifer, and our three teenage children.
• I am a proud to be a member of the River Dell Regional High School Athletics Hall of Fame (soccer), and I earned All-America honors as a placekicker for The College of New Jersey football team.
• I am a New York Red Bulls season ticket holder, a Liverpool FC supporter and a lifelong fan of the New York Football Giants.
• Most importantly, I captain my Over-40 Armada FC men’s soccer team.
• Outside of finance and my sporting interests, I am a Revolutionary War reenactor who’s taken my “sailing and rowing” investment philosophy to the next level as part of the boat crew charged with rowing George Washington across the Delaware River each Christmas.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Paul has been a Wealth Management Advisor at Poise Wealth since 2013. His 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.

Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.

RICP conferred by The American College.

CA Insurance License #4115696

Yousef graduated with a Bachelors Degree in Finance from the University of Houston-Downtown. Since then, he has worked in the Financial Services industry since 2012, continuously gaining experience in Insurance, Investments, and Estate Planning.

Yousef has also obtained his Certified Financial Planner® (CFP®) designation.

Outside of the office, Yousef enjoys quality time with friends and family, home building projects, and cooking new recipes.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Mike is a financial advisor at OnePoint BFG Wealth Partners. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.

Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped Mike develop a core understanding of the planning process and all of its elements.

Mike is an avid fitness enthusiast and sports fan. He is a Certified Financial Planner® (CFP®).

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.

Frank Lepore is a Wealth Management Advisor and Partner with OnePoint BFG Wealth Partners. For over 15 years, Frank has worked with his clients to develop a complete financial plan - whether a client is focused on managing current financial success or on protecting and preserving assets over the long term. It has been his mission to develop enduring relationships with people by providing professional guidance for a lifetime of financial independence.

Frank graduated from Montclair State University with a Bachelors of Science in Business Administration and Concentration in Finance.

He is a member of the Board of Advisors at Montclair State University and an active supporter of Toys for Tots.

In his personal life, Frank enjoys coaching youth sports, playing golf, and spending time with his wife and three children.

CA Insurance License #0F11615

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 active in the Columbia High School Booster Foundation .

CA Insurance License #4105885

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 #0G74719, AR Insurance License #6985161

Christopher started his financial career right out of college, at AXA Advisors. While in that corporate environment, he learned that operating as an independent Registered Investment Advisor would allow him to provide more efficient and transparent solutions for his clients. His practice serves entrepreneurs, C-level executives, affluent families and environmentally conscious companies across the United States.

Christopher is a CERTIFIED FINANCIAL PLANNER® (CFP®). He graduated from Rutgers University with a bachelor’s degree in Sociology and Economics. Christopher has also been acknowledged by Forbes/Shook on the “Best In-State Next-Gen Advisors” list in 2019 and “America’s Top Next-Generation Wealth Advisors” list in 2017 and 2018.  

In his spare time, Christopher enjoys yoga, golf, fishing, sailing and traveling around the world.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0F87939

Michelle started her career in financial services in 2012, and in 2016 she teamed up with her brother, Christopher. She has always had a passion for working with people and quickly embraced the wealth management process her brother offered. Michelle finds incredible gratification in customizing strategies for their clients. Those clients include entrepreneurs, C-level executives and affluent, environmentally conscious individuals across the United States.

Michelle graduated from Rutgers University with a bachelor’s degree in Psychology and Communications.     

In her spare time, she enjoys traveling, beach days, boat trips, living a healthy lifestyle, and spending time with her family and dog.

Since 1998, John has been assisting high net worth families achieve their financial goals and objectives related to accumulation, protection, and distribution of wealth by applying a special blend of knowledge and skill. John focuses on his clients goals and common sense and integrity are the cornerstone values that drive that process.

John’s mission is to understand his clients situations by helping them identify their needs, educating them, offering potential strategies, respecting their assets, and monitoring their progress.

CA Insurance License #0F31630

Sean is a Certified Financial Planner (CFP®) with over 7 years of experience helping families work toward their financial goals. He specializes in guiding tech executives through complex stock compensation, assisting retirees with strategic planning, and supporting business owners in navigating their financial landscapes. Sean is passionate about empowering his clients with confidence and peace of mind as they navigate different stages of their financial lives.

Born and raised in Idaho, Sean’s love for basketball has always been a driving force in his life, shaping his character and approach to challenges both on and off the court. A proud graduate of the University of Idaho in 2016, his journey included playing collegiate basketball at multiple schools, where he developed discipline, perseverance, and leadership skills that continue to influence his approach to financial planning today.

In his free time, Sean coaches AAU basketball with Select Basketball during the spring and summer, traveling nationwide to compete against top-tier teams. Sean finds immense reward in watching small-town athletes excel while building lifelong relationships and helping to shape future community leaders.

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.

David Mecca is a Financial Advisor at OnePoint BFG Wealth Partners. He helps individuals, families and business owners work towards financial security through comprehensive financial planning. David has always been passionate about working in finance and finds no greater reward than helping his clients pursue their personal and professional financial milestones.

David is a Certified Financial Planner® (CFP®) professional. He attended the University of Rhode Island with a major in Finance.

In his free time, David is an avid traveler and has travelled to 20 countries and counting.

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 #4072394

Jeff has built his reputation through holistic financial planning and investment management. His process has been incorporated throughout Miller Financial Services as he seeks to first understand the uniqueness of each client’s situation, followed by a thorough analysis, organization, and execution with regular monitoring of each individualized plan and portfolio.

Jeff started his career in 1987 after receiving his B.S. in Business, Economics and Sociology from the University of Richmond. Since joining, he has received his Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations.

Jeff and his wife Mel enjoy traveling, learning about wine and being active with their 2 dogs. They have two grown daughters, Taylor who is a History Teacher and married to Michael, and Maddie, who lives in London and works in Digital Marketing.

Joe has been with the team since 1991. His primary focus is client service which includes compiling and organizing client data and assisting with plan design, facilitating the aspects of plan implementation and responding to any questions and concerns our clients may have along the way.

Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser.

John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients pursue their personal goals.

John lives in Atlanta with his wife, Nancy. They have three children, Meg, Jack and Luke. John is passionate about spending time with his family and helping his children grow into distinguished young adults. They love to travel together and create lasting memories.

John is an active member of the Holy Spirit Catholic Church and loves participating in various outdoor activities such as fishing and hiking. John is also an avid sports fan and enjoys cheering on the Duke Blue Devils and Atlanta Falcons. John is also a member of the Atlanta Homosassa Fishing Club.

John is a current Board Member of The Schenck School, which is a school that specializes in remediating students with dyslexia using the Orton-Gillingham teaching system. This method of learning allows students to reenter mainstream schools within a 1-4 year period of time.

In addition, John gives back to his alma mater, Duke University, by interviewing prospective students in the metro Atlanta area who have applied for admission to Duke.

Over the course of his financial career John has earned the Certified Financial Planner^® (CFP^®) and Chartered Life Underwriter (CLU^®) designations.

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 #0B85290, AR Insurance License #1393690

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.

Monica brings over 9 years of experience in the financial services industry to her role. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.

Monica graduated from Montclair State University with a BS in Business and most recently, attained her CERTIFIED FINANCIAL PLANNER (CFP®) through the NYU School of Professional Studies in order to further her passion for holistic planning. 

Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

David is a CERTIFIED FINANCIAL PLANNER® (CFP®) who built his Financial Planning and Wealth Management practice starting in 2009. David primarily works with Attorneys in large law firms.

David became intrigued by investing and financial planning early in life. After becoming a financial advisor, he initially thought his skill would be judged on his understanding of Alpha and Beta, Rate of Return, and all the “nerdy” parts of investing. However, David quickly realized that asking good questions, listening, and fully understanding his clients’ goals is the foundation of a great plan. 

David and his wife Emily met while attending BYU-Idaho. David majored in Finance and Emily majored in Dance and Art. As a team, they make every effort to impact others in their community through a variety of outreach activities and events. In their spare time, they volunteer with soccer, football and swim. Additionally, they are both engaged with the youth at their local church. David and Emily are proud parents of Ava, Owen, Connor, & Abram.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0I80191

Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.

Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining OnePoint BFG Wealth Partners, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.

He recently served 8 years pro bono as a Member/Director of Vantage Trust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions. 

Phil lives in Summit with his wife and 3 children.

CA Insurance License #4049615

Andrew began his career in 2007 working as a trainee at Wachovia Securities. He joined Lyle’s practice at Wells Fargo Advisors in 2009. Andrew designs detailed financial and investment plans through collaboration with clients and the other trusted professionals in their lives. Andrew and Lyle joined OnePoint BFG Wealth Partners in 2022.

Andrew Graduated from SUNY Oneonta with a degree in political science and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional since 2010.

Andrew lives in Merrick, NY with his wife Mallory and daughter Mackenzie. As a family they enjoy traveling, hiking and playing on the beach. In his spare time Andrew enjoys yoga, reading and taking long walks. As a family they are involved in and support the March of Dimes and Cohen’s Children’s hospital.

Lyle has worked as a Financial Advisor to both individual and institutional investors since 1998. While at Wells Fargo he was recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who also demonstrated exceptional client service. Lyle holds a bachelor's degree in Banking and Finance from the Frank G. Zarb School of Business at Hofstra University. Andrew and Lyle joined OnePoint BFG Wealth Partners in 2022.

Lyle’s mission is to provide every client and their families with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to his involvement with his local community. He is active with the congregation at Merrick Jewish Center. Additionally, Lyle and his wife are active supporters of the Lustgarten Foundation for pancreatic cancer research.

Away from the office, Lyle spends the majority of his time with is wife Gina and their two sons, Adam and Matthew. He is an avid sports fan and loves playing and loves playing hockey with his children or going to their games. As a family they are long suffering NY Islander fans. Lyle’s other interests include entertaining, cooking, classic cars and being outdoors. When the weather is warm he can usually be found in his pool with friends and family or working in the garden.

David is a Wealth Management Advisor at OnePoint BFG Wealth Partners. He works with his clients to create customized plans that cater to each individual’s needs and goals. Taking a very active approach, David likes to remain in regular contact with his clients to stay ahead of any changes in their situation or evolution in their goals.

David is a graduate of Arizona State University. Throughout his development, he has worked in numerous capacities at the firm, ranging from his current position as an advisor to interning as an investment analyst. This has helped him develop a core understanding of the planning process and all of its elements.

CA Insurance License #0I81208

Kristen graduated from the College of William and Mary in 2010 with a Bachelor’s of Sociology before going on to receive a Master’s of Science in Social Policy from the University of Pennsylvania in 2011. Kristen has over a decade of experience in administration and operations in the public sector and the health and wellness industry. Joining Miller Financial Services in 2020, she now serves as our Senior Client Relationship Manager.

Kristen grew up just outside of Richmond and has lived in the city since 2011. In her free time she enjoys exploring the city’s vibrant culture, exercising, cooking, and spending time with her husband Craig, son Marshall, and their dog Pibber.

Colin attended the College of William Mary in Williamsburg, VA and graduated with a BA in Economics before starting his career in August 2010.

Colin advises clients on financial planning matters while also overseeing the team’s portfolio research, due diligence and advisory implementation. In August of 2014, Colin earned his Chartered Life Underwriter (CLU®) designation from The American College. Colin is a CFA® charter holder and a member of the CFA® Society of Virginia.

Colin and his wife, Megan, have three kids and reside on a farm. He is happiest when he is outdoors, including watching his kids participate in sports and partaking in one of his favorite family activities, alpine skiing. His newest hobby is training and hunting with their German Wirehaired Pointers, Leo and Rosie.

CA Insurance License #0747902

Steve Stone began his career in the financial services industry in 1982. He has served both individual and business clients and maintains strong personal relationships with them while placing their needs above his own.

Steve graduated from the University of Notre Dame with a BS in Chemical Engineering. He has continued his education in the financial services industry by earning certifications from the American College as a Chartered Financial Consultant^®(ChFC^®) and Chartered Life Underwriter^®(CLU^®).

Steve lives in Short Hills and is committed to bettering his community, having served on the Overlook Hospital Foundation Board, Overlook Advisory Board, Canoe Brook Country Club Board and numerous Millburn school programs.

CA Insurance License #0B22612

Brian attended James Madison University in Harrisonburg, VA and graduated with a B.B.A in Finance in 2016, before starting his career as Investment Operations Associate. In April of 2018, he joined the Miller Financial Services team. In September of 2020, Brian earned his Chartered Financial Consultant (ChFC®) designation. In April of 2021 Brian obtained his CERTIFIED FINANCIAL PLANNER® professional designation and in May of 2024 he obtained his Certified Investment Management Analyst® (CIMA®) certification.

Brian and his wife Bess live in the near west end with their son and their chocolate lab, Tucker. In his free time, he enjoys playing soccer, traveling, and spending time at Lake Gaston, as well as tuning into English Premier League Soccer matches on Sundays.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0I81215

Success doesn’t happen by chance. Even after success is achieved, you must continue to devote time and energy to remain successful. This is true in all areas of life, including finances. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome.

Tre grew up in West Virginia and graduated from WVU with a BS in Finance. Upon graduation, Tre was commissioned and entered the US Air Force. During his roughly 12 years of service, Tre achieved the rank of Major and flew the T-37, T-38, F-15C, and F-117 aircraft. Tre was a mission commander, instructor pilot and operational test and evaluation pilot. He married Molly in 2002 and received an honorable discharge from the Air Force after his first daughter was born in 2004. At that time, Tre entered the financial services industry and devoted himself to providing excellent advice and service to his clients. Tre has numerous industry credentials including CERTIFIED FINANCIAL PLANNER™ (CFP^®) practitioner and has over 20 years of industry experience.

Today, Tre and Molly have two daughters and reside in Centennial, Colorado.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals and wealth advisors.

CA Insurance License #0E95239

John H. Voigt, Jr. CFP^®, CLU^® has been serving financial clients since 1986.  He states, “We serve our clients with a dedicated team that seeks to first understand their hopes, desires and needs, and then assist them by building a comprehensive plan to help them accomplish their goals.”

He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professional and Chartered Life Underwriter (CLU^®). In addition, he is a frequent member of the Million Dollar Round Table (MDRT) and has been a Private Advisor Group elite advisor.

John graduated from the University of Richmond. He is a member of Kingdom Advisors, the Greater Parsippany Christian Business Men’s Connection (CBMC), and volunteers with Habitat for Humanity and in Haiti. John’s leisure activities include skiing, fishing and golf.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0B61308

Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives for more than 22 years by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.

Lyle is a Rutgers alumni, CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC).

He resides in South Orange, NJ with his son, Quentin and daughter, Mahala, and their Cockapoo, Rosalita. In his free time, Lyle enjoys traveling, playing softball, reading U.S. Presidential biographies, and of course, the Yankees.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0B21459

Max Wilson understands complex financial issues and how they can affect life's goals. He and his team work with you to fully understand your situation and look to build a relationship that will serve your needs over time.

Max began his career in financial services in 2006. He holds the Certified Financial Planner^®, Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®), and Chartered Advisor for Senior Living (CASL^®) designations.

Max is married to his beautiful wife Breanna. They enjoy spending time together with their five children in the beautiful outdoors that Idaho has to offer.

Richard Wright Jr. is currently a Partner and Wealth Management Advisor at OnePoint BFG Wealth Partners. He has 29 years and counting of experience. Richard’s clients always come first when it comes to their financial needs such as success, protection and preserving of their money.

In his spare time, Richard loves playing golf, helping his community and spending time with his beautiful wife and three children.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0B93976