ABOUT US

Dominick Paoloni founded Investment Protection Service in 1993 to serve as a premiere fee-based financial planning firm. Drawing on his extensive experience as a stock broker on Wall Street, a national corporate trainer of financial professionals, and a director of his own brokerage firm, Dominick's vision was steeped in providing ultimate value and objectivity to investors from an insider perspective.

Helping clients safely navigate an industry that often privileges institutions at the expense of investors has been of chief concern to IPS. We built our firm using a fee-based model so we can work on the "same side of the fence" as our clients. Instead of generating commissions each time we buy or sell a fund in a portfolio, or recommending insurance tools from a single company, we search diligently for only the best investments in the marketplace.

This philosophy helps us bring supreme value to those we serve and allows them to assess our performance on an ongoing basis. We are interested in generating lifelong relationships— providing top quality investments, objective advice, and service with integrity has cemented our ability to achieve that goal. We have built a thriving firm that has won the confidence and loyalty of families, businesses, and charitable organizations throughout Colorado and the US. This is our passion.

Dominick Paoloni, Money Manager, CIMA

J. Paoloni, Director of Research, MBA, MS, CFA Candidate

Jaye Weiland, Pension and Endowment Specialist, CBC, CFP Candidate

Breana Maurais, Portfolio Analyst, MS

Calvin Noreen, Client Service Specialist

 

Dominick Paoloni, CIMA, Wealth Manager

Founder and President

Dominick Paoloni has served in the financial planning community for over 22 years. Born and raised in New York, he moved to Colorado for his undergraduate degree and graduated with a BS from CU-Boulder. He received his graduate degree as a Certification Investment Management Analyst (CIMA) through the Wharton School of Business. Dominick is also a Certified Elder Planner and a Registered Investment Advisor and is a nationally known facilitator, writer, and radio commentator, in addition to being named a "Five-Star Wealth Manager" by 5280 Magazine and ColoradoBiz in 2009 and 2010.

 Dominick began his financial career on Wall Street with a member firm of the NYSE. He later opened his own brokerage firm, and then served as a national trainer of financial professionals before launching his fee-based planning firm, Investment Protection Service, in 1993. In 2003 Dominick grew IPS into a premier money management firm with his portfolios consistently ranked in the top decile among his peers on a risk adjusted basis.

Dominick has hosted two popular radio shows: "Winning On Wall Street" and "Financial Matters," in Miami Beach, FL and Denver, CO, respectively. He volunteers at McLain Community High School, instructing students on life financial skills, and is a corporate sponsor for ArgusFest. He sits on the board of the Denver Voice, a non-profit organization dedicated to empowering the homeless. Dominick was nominated in 2008 for the Hudson Luminary Award, which honors leaders in the financial and accounting industries who demonstrate a strong commitment to their communities.

Investment Protection Service is the recipient of Denver-Boulder Better Business Bureau Gold Star Award for the past five years and belongs to the Financial Planning Association.

"Carefully considering each individual situation and helping my clients to maximize the value, quality and security of their financial lives gives me great pride and satisfaction. Earning the trust of my clients and watching them realize their dreams is how I define success."

 

Joseph Paoloni, MBA, MS, CFA Candidate

Director of Research

J. Paoloni is the former Director of Pensions, Trusts, and Investments for a Fortune 50 company in New York. His financial and analytical career path has afforded key positions with well-known companies since 1977. Joseph Paoloni has been on the cutting edge of new applications in Portfolio Management for twenty-three years.

He graduated from Columbia University, Fordham University, and the State University of New York and holds an MBA in Finance, an MS in Chemical Engineering, and a B.S. in Chemistry/Physics. He is in the process of completing Level III as a Certified Financial Analyst (CFA).Joseph's expertise as an Institutional Money Manager, responsible for the pensions of thousands of employees worldwide, has been honed by his positions including Director: Pensions, Trusts, and Investments; Manager of Financial Planning and Analysis; Director: Financial Operations; Purchasing Research Manager; Operations Research Manager; Demand and Supply Manager; New Product Development Manager; and Marketing Manager of Portfolio Management.

J. Paoloni brings value-added qualifications far beyond financial expertise with experience in many disciplines to evaluate and develop financial strategic opportunities. His grasp of Modern Portfolio Theory and its tools has brought the very best practices of "Wall Street to Main Street" for our clients.

"I'm pleased to share my expertise with Dominick and the clients of IPS. We work closely to help each other in our respective practices and have cultivated a team effort to benefit those we serve. I look forward to sharing my institutional perspective with IPS, and to offering feedback to Dominick on his portfolio designs— keeping in mind that what's safe for my pensioners is good for IPS."

 

Jaye Weiland, CBC, CFP Candidate

Director of Sales and Marketing

Pension and Endowment Specialist

Jaye Weiland is a magna cum laude graduate of Loyola University New Orleans, where she focused on Sociology and Business. In New Orleans she worked primarily with music companies while donating her time to service organizations. Her areas of expertise include financial planning and pension planning; she is a Certified Cash Balance Consultant and is currently working towards her Certified Financial Planner designation.

She is dedicated to continually improving the financial stability of the individuals, businesses, and endowments that IPS serves. As a Pension and Endowment Specialist, Jaye enjoys assisting with pension plan design, implementation, and on-going investment analysis and employee education.

Jaye is an active mentor through Metro Denver Partners and a member of the Metro Denver Partners Board of Directors as well as the Partners Mentoring Association's Board of Directors. She is also privileged to be a part of the Denver Metro Chamber Leadership Foundation's Impact Denver class of 2008 and a member of the National Association of Professional Women.

"I enjoy being part of such an intelligent, capable team of caring professionals. At IPS, our clients' financial security and peace of mind is our main concern. I look forward to continually improving our clients' experiences with IPS and exceeding their expectations."

 

Breana Maurais, MS

Portfolio Analyst

 

Calvin Noreen

Client Service Specialist