The Cooney Team

MISSION STATEMENT

To have a positive impact and make a difference in the lives of my family, friends, business and community.

To assist my clients in achieving their goals and dreams.

To empower my clients so they realize their goals and dreams in the event of likely occurrences such as death, disability, retirement and under capitalization.

To understand my client's situation by:

Educating them

Respecting their assets

Solving their problems

Monitoring their progress

Keeping in touch

JACK D. COONEY, JR., CPA CLU^®

PRINCIPAL

Certified Public Accountant and Chartered Life Underwriter with 31 years experience.

PROFESSIONAL SPECIALIZATIONS:

Diversified comprehensive financial planning
Sophisticated high net worth planning
Retirement income distribution planning
Investment management
Tax and estate planning
College education planning

EDUCATION:

BS in accounting from Stonehill College

PROFESSIONAL ORGANIZATIONS:

PHILOSOPHY OF SERVICE:

“A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow. As with other successes in life, you must set goals and work proactively towards those goals. Each financial decision you make and action you take will have a significant impact on your future financial security.”

IN THE COMMUNITY:

Board of Trustees – Center for Great Expectations (women’s shelter, Somerset, NJ)
Delbarton School – Board Finance and Audit Committee; Alumni Association
Music Ministry – Christ the King Parish
The Friendly Sons of St. Patrick of Morris County, NJ
Knights of Columbus
Member, Baltusrol Golf Club
Member, Fiddlers Elbow Country Club

Email: jack.cooney@bleakley.com
Phone: (973) 244-4206

PATRICK S. TORNEY, CFP®

PATRICK S. TORNEY, CFP®, FINANCIAL ADVISOR

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 is currently working towards the CERTIFIED FINANCIAL PLANNER^™ designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.

Email: patrick.torney@bleakley.com
Phone: 973-461-7648

BRIDGET PROVINSAL

BRIDGET PROVINSAL, CLIENT SERVICE ASSOCIATE

Bridget has over six years of experience in the investment and insurance industry. She currently resides in Kenilworth. In her spare time, she enjoys traveling, staying active with her Golden Retriever Lilac, and spending time with her 7 siblings and 20 nieces and nephews.

Email: Bridget.Provinsal@bleakley.com
Phone: (973) 244-4213

DANA RIVENBURG

DANA RIVENBURG, CLIENT SERVICE ASSOCIATE

Credentials/Licensing: Life & Health

BA from Montclair State University in Justice Studies & psychology, resides in Lake Hiawatha NJ, enjoys spending time with her two children & Great Dane. Joined the firm in 2007

Email: Dana.Rivenburg@bleakley.com
Phone: (973) 244-4239

KATIA LEIBOLD

KATIA LEIBOLD, SENIOR INVESTMENT OPERATIONS MANAGER

Credentials/Licensing: Series 7 & 63

MBA in International Business, resides in Fairfield NJ, likes spending time with her daughter & her Black Lab, Jackie. Joined the firm in 2006, born in Bulgaria, likes to travel.

Email: Katia.Leibold@bleakley.com
Phone: (973) 244-4236

CHRISTOPHER MILDE

CHRISTOPHER MILDE, ACCOUNT MANAGER

Chris has over 14 years of experience in the investment and insurance planning industry. He is currently residing in Morris Plains with his wife and two kids. He enjoys photography, scuba diving (when children permit), and visiting zoos, museums, & aquariums with family. He has his series 7 & 63 licenses along with his life & health insurance licenses.

Email: Christopher.Milde@bleakley.com
Phone: (973) 575-4180 x241

RAHUL TYAGI

RAHUL TYAGI, INVESTMENT ANALYST

Credentials/Licensing: Registered Paraplanner (RP)

Born & raised in India, Bachelor’s Degree in Business & Science from SUNY Stonybrook, likes to spend time his friends & family, and his Boxer McClain, rides his Harley Davidson in his spare time

Email: Rahul.Tyagi@bleakley.com
Phone: (973) 575-4180 x282

KIMBERLY PARRILLO

KIMBERLY PARRILLO, SENIOR INSURANCE ASSOCIATE

Credentials/Licensing: Series 6, NJ Life and Health license

Senior Insurance Associate and has been with Bleakley Financial Group for over a decade. Kimberly has over 18 years of professional experience in the insurance industry, enabling her to provide exceptional service and support to the firm’s clients. In her role at Bleakley Financial Group, Kimberly leads the internal underwriting team and directly supports the firm’s Principals by managing the day-to-day responsibilities of their insurance practices, as well as directly assisting them with their client advice and recommendations. Kimberly has a BS in Business Management from Berkeley College. Kimberly spends her time outside of the office with her daughter Gianna and enjoys hosting gatherings of her close friends and family.

Email: Kimberly.parrillo@bleakley.com
Phone: (973) 244-4231

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY

MISSION STATEMENT