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Dream Big. We'll help you get there.

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

Organize

Organize

We will help you get your financial house organized in a methodical manner.

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Analyze

Analyze

We take a deep dive to fully understand our client's financial situation and goals prior to making our recommendations.

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Plan

Plan

We understand that your individual financial situation is unique and deserves an equally unique approach. 

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EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Guided Professional Solutions on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Dominic Tobacco

Dominic Tobacco, CWPP

Managing Partner

Camille Furlong

Camille Furlong

Director of Operations

Jacqueline Amendola

Jacqueline Amendola

Client Relations Manager

Kristina  Velez

Kristina Velez

Client Service Specialist

Jaimie Blackman

Jaimie Blackman

Strategic Partner

Brian Klimke, CFA

Brian Klimke, CFA

Investment Director

Collin Martin, CFA

Collin Martin, CFA

Market Strategist

Milton Hadinoto, CFA

Milton Hadinoto, CFA

Senior Investment Analyst

Neel  Hasan

Neel Hasan

Senior Investment Analyst

Richard Anderson

Richard Anderson

Investment Director

Shannon Otterbeck

Shannon Otterbeck

Director, Research Strategy and Development

Vaishali Kothari

Vaishali Kothari

Senior Investment Analyst

LET'S GET CONNECTED

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