Our Team


How We Work

Building a financial plan is like building a home – and we function as your architect and general contractor. We learn exactly what type of floor plan you desire, how you'd like the home to look and feel, and what type of memories you hope to make while living there. After collaborating with you to make sure you're comfortable with all the details, we'll draw up the blueprints, coordinate the subcontractors, and make sure the home is built exactly the way you wanted. There's another wrinkle accompanying this financial dream home – it needs to be professionally maintained, periodically updated, and always kept fresh.


David W. Johnston, CFP®

Adam K. Johnston

Karen Pollock

Jennifer Johnston

The Bleakley Team

Peter Boockvar

Stephen Kuhn

Joseph Geslao, CLU®, ChFC®

Stephanie Lester

Marlene Carpena

Sjoerd Blankenstein, CFA®

Dante Petullo

Our Services

Our menu of services includes investment management, retirement income planning, financial planning, risk management, estate planning and tax planning.

Our Approach

We are an independent, boutique-style financial planning firm. Our recommendations are made in your best interest.

Let's Chat

We want to hear from you! Whatever your current life stage, we are ready to get an in-depth understanding of where you are now and where you’d like to go. Go ahead and schedule a complimentary meeting.

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