Dublin Office
Dominic grew up in Dublin, Ohio, and began his career with the firm as an intern in May 2021 before transitioning to a full-time role in June 2022. Prior to joining, he earned his Finance degree with a concentration in financial analysis from the University of Massachusetts – Amherst, where he was also a member of the Men’s Lacrosse program.
Since joining the firm, Dom has successfully completed the SIE, Series 7, and Series 66 exams* and has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark, the premier standard in financial planning. In addition, he holds an Ohio Accident, Health, and Life Insurance License. As an Associate Wealth Advisor, Dom collaborates closely with clients to understand their goals, design customized financial strategies, perform investment research, and data management.
Dominic’s passion for this profession stems from a firm belief that thoughtful, proactive planning today not only enables individuals and families to pursue their financial aspirations tomorrow but also helps align their goals with their values while aiming to protect them from potential risks. Losing a parent at a young age gave him a deep appreciation for the importance of financial planning—ensuring that families and loved ones are not only protected, but also able to continue their lifestyle and thrive for years to come.
Outside of work, Dom enjoys being active, traveling, spending time with friends and family, and enjoying sports—especially as a dedicated Cleveland Browns fan.
*Licenses held with LPL Financial.