THE GUIDANCE GROUP - Key Persons
Job Titles:
- Associate
- Client Service Specialist
- Executive Manager
Robin Maddalena joined The Guidance Group in 1999 as personal assistant to Tom Brattain, President.
With the expansion of The Guidance Group in 2005 and over the years Robin has accumulated a vast amount of experience in the Financial Industry, and managing the business aspects for our company.
Robin believes in providing excellent service, a strong commitment and loyalty to our clients. She has a heightened awareness to our clients and Financial Advisors needs.
In her free time she enjoys spending time with family and friends. She also enjoys kayaking, yoga, the beach, meditation, music and puzzles. Oh.. and ice cream!
Job Titles:
- Associate
- Financial Advisor
- Founder
- President
Tom has been chosen to instruct the employees of several large employers regarding retirement planning.
Tom specializes in retirement plans and the related distribution strategies to help maximize his clients' retirement income, yet minimize the tax implications involved. Tom also does extensive work in estate planning and helping to ensure that his clients maintain the necessary control over their assets and that, when necessary, the beneficiaries receive their inheritance with a minimum of estate and income tax liability.