JD, CFP®
Director of Wealth Transfer / Member Owner
The best part of my job is that I have the opportunity to learn something new every day because I work with really smart people with diverse backgrounds. You never know where life will lead you, but if you surround yourself with good company, learn from your experiences, and maintain a positive outlook - anything is possible.
Dominick has been involved in the financial services industry since 2011 and has experience in many financial planning areas including retirement, insurance, income tax, and education planning. He focuses on estate planning and wealth transfer strategies for high net worth families and business owners and advises clients on all facets of trust and estate administration. He also serves on special internal committees that develop processes and procedures for deceased clients, clients with diminished capacities, and divorcing clients.
Dominick graduated cum laude from Northern Illinois University where he earned a bachelor of science degree in finance with an emphasis on investments and portfolio management. He earned a Juris Doctorate degree from the Antonin Scalia Law School at George Mason University, graduating magna cum laude, and is a CERTIFIED FINANCIAL PLANNER® professional. He is a member of the American Bar Association, Fairfax County Bar Association, Virginia State Bar, Florida State Bar, Phi Alpha Delta Law Fraternity International, and the Federalist Society.
Dominick grew up in Illinois and now lives in northern Virginia with his wife Alex, a physical therapist, and their two sons, Lincoln and Harrison. He has a passion for learning and enjoys history, playing board games, exploring new places with his family, and anything related to the outdoors or wildlife. One of Dominick’s favorite hobbies is cooking, although he is still trying to master the art of one-handed egg cracking.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.