Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

• Committee Member, Moss Adams Investment Committee

• BS, marketing, Fairfield University
• MBA, Seattle University
• MSF, Seattle University