Partner, Wealth Advisor
Dominic acts as Partner and Wealth Advisor at Tax Management Services. His passion is to get to know his client’s wants and needs to design a formidable financial plan for each client’s situation.
Dominic graduated from Winona State University with two degrees in Education. He holds security registrations FINRA Series 7, Series 66, Series 24 and is Life Insurance and Health Insurance approved.
Dominic began his career in the financial industry in 2005 as a financial assistant and advisor. He also had a chance to work at National Planning Holdings (NPH) for nearly 11 years covering multiple responsibilities. His last title he held was working as a Senior Advisory Business Consultant covering the Midwest region which was nearly 1000 advisors. His role included training advisors on technology, reviewing suitability of portfolios and many other operational and compliance tasks. Dominic joined Tax Management Services, Inc. in August of 2017 to help service and manage the large OSJ of financial advisors with Tenacity Advisory Group (TAG). Shortly after that his passion pivoted to focusing on client’s tax and investment needs.
Outside of work Dominic devotes his free time to his beloved wife Stephanie and watching his two boys in their various sporting activities. His desire to stay active, travel, and cheer on Wisconsin sports teams take up the remainder of his time.