Maplewood Investments
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Team

The Maplewood Team


About Maplewood Investment Advisors

Our business was established on the principles of personal service, expertise, and teamwork.  We believe our team-based approach to financial planning ensures a more comprehensive perspective that promotes our clients’ total financial well-being by combining the individual expertise of our professionals.

Dan Dooley & Cindy Besek

Offering a breadth of experience in the financial services industry, Dan and Cindy possess over 60 years of combined concentration on long-term planning, wealth building strategies and investment advice. This fusion of skill and exceptional service enables them to effectively guide clients through the intricacies of college savings, financial planning, and legacy investing. Dedicated to crafting an individualized strategy on an independent platform, each relationship is focused on growing confidence in your financial security. The only focus is you.

Get in touch

Here at Maplewood, we know that finding the right advisor is a choice that should not be taken lightly.  That's why we offer consultations to walk you through your finances, the scope of your goals, and your budget. 

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Compliance and Operations

 
 
 
 

Bruce Robinson & Jason Gamez

With over 40 years combined experience as financial advisors, Bruce and Jason have a high investment acumen and focus on retirement income strategies, wealth building strategies, and education planning. They take a very balanced and thoughtful approach to their clients’ long-term financial objectives and recommend a broad range of investment products such as stocks, mutual funds, exchange-traded funds, bonds, certificates of deposit, life insurance and annuities.