GuyBassini

Guy L. Bassini, CFP®

President

Guy L. Bassini, CFP is the founder and CEO of Treasure Coast Financial Planning, Inc., a firm that provides comprehensive wealth management services. Guy has been helping clients develop, implement, and monitor financial and estate plans since 1988. Guy has met the certification and re-licensing requirements of the Certified Financial Planner Board of Standards, Inc. Guy has a B.A. in History from the State University of New York, Empire State College. For more information on the Certified Financial Planner Board of Standards: Click Here.

TheodoreZamerski

Theodore J. Zamerski III, CFA, CPA/PFS

Ted serves as Chief Financial Officer (CFO) and Chief Compliance Officer (CCO). As CFO he is responsible for directing the company's overall financial policies. As CCO he is responsible for directing programs, policies and practices to ensure compliance with reporting and regulatory requirements. Ted is also a member of our Investment Committee and Portfolio Management team.

As a CPA with the PFS Credential, Ted is uniquely able to combine the objectivity, integrity and experience that are the hallmarks of the CPA profession with specialized expertise. To earn the PFS Credential, CPAs must prove their broad-based knowledge and business experience in core areas: estate planning, investment planning, the personal financial planning process, personal income tax planning, retirement planning and risk management planning. Additionally, qualifying examinations and a commitment to lifelong learning are required.

Ted also has been helping clients resolve tax issues and prepare tax returns since 1991, when he graduated from the University of Notre Dame with a Bachelor of Business Administration-Accounting degree. Ted is a licensed CPA in both Florida and Maryland. He also has a Master of Business Administration degree and earned the Chartered Financial Analyst® designation, which is the mark of distinction for investment professionals world-wide.

Prior to moving to Florida, Ted spent 11 years with T. Rowe Price Group, Inc. in various capacities and was the controller of several subsidiaries including T. Rowe Price Investment Services, Inc. (a registered Broker/Dealer). Ted is currently an active member of the CFA Institute, American Institute of CPAs, and Florida Institute of CPAs.

AnthonyDzielski

Anthony J. Dzielski Jr., CFP®, CRPC®

Anthony is the head Financial Planner at Treasure Coast Financial Planning. A graduate of the University of Florida, he has met the certification and relicensing required to be a Certified Financial PlannerTM professional.

Anthony currently serves as Vice President of the St. Francis Manor Board for Directors and a member of the Board of Directors of Childcare Resources of Indian River County.

Halley M. Rohm

Halley M. Rohm is our Accounting and Compliance Associate. Halley is an important part of our tax-preparation services. She is the first person you should turn to for questions about your return. Halley is also instrumental in organizing and maintaining the vast amount of data that is necessary for the day-to-day operation of a Registered Investment Advisor firm. Halley graduated from Indian River State College with a Bachelor of Applied Science degree in Organizational Management in 2010.

Diane Portrait

Diane E. Casey

Diane E. Casey is our Operations Manager. No one wears more hats than Diane. Among other things, she will assist you with ordering new checks, issuing checks, overseeing cash distributions, preparing new account documents, or address, name, and beneficiary changes. If you have any questions concerning your statements, you may direct them to her.

AngelaJohnson

Angela D. Johnson

Angela is the marketing director; Angela graduated in 2009 from Ringling College of Art and Design with a Bachelors of Fine Arts degree. When not working at Treasure Coast Financial Planning, Angela operates her own art studio.