Dominick has worked in finance for over 20 years with experience in various roles that included middle office operations and analytics before shifting to a client-facing role as an associate in banking followed by becoming a financial advisor.
Now, Dominick helps people identify their financial goals, uncover causes of financial stress, and discuss protecting and preserving wealth by introducing new strategies to help them achieve their goals. He enjoys a challenge and understands there is no such thing as a one size fits all plan because every client is unique in their own way. Dominick assesses clients existing financial plans, develops new ones, and layers in a stress test for each plan. Once a plan is in place the environment can change, unexpected life events may occur, the plans are built to withstand shifts in the lives of his clients.
Dominick has a passion for connecting with new people and learning about their aspirations in life. He believes that the ability to give a person the right tools to get to where they want to go is incredibly rewarding and that is what gets him excited to meet his next client. A natural “connector” Dominick prides himself on getting members of the community talking to each other through warm introductions which is how he has built his financial services practice.
In his spare time Dominick enjoys traveling to different baseball stadiums with his wife and having the opportunity to meet baseball fans from all over the country.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian