Helping individuals meet and exceed their goals. Let’s talk about how we can get there together.
Dominic has always had a passion for finance and investing in the stock market. When he learned more about how personal finance could transform lives and families for generations, he decided to make a career change.
As a financial advisor, Dominic takes the role of ally, educator, and encourager. He helps individuals, families, and small business owners see all they can achieve financially with a little guidance.
Dominic believes in transforming family trees through comprehensive financial solutions, and he is excited to help more people in Scottsdale and across the nation reach their potential in life and money.
Apart from work, Dominic loves spending time with his wife and German Shepherd, whether it’s hiking, playing sports, or simply relaxing at their home in Scottsdale.
- Series 7 and 66 registered
- Life and health licensed
Comprehensive business owner solutions
Dominic is passionate about seeing small businesses in his community thriving.
Working with North Star’s business owner resource department, Dominic completes a comprehensive analysis of your 401(k) and benefits solutions. With this analysis in hand, he walks alongside you to determine if you can reduce costs or get better coverage elsewhere.
Through this integrated approach to your business finances, you can help you amplify growth and retains talent for the long-term success of your business.
Financial strategies for young earners
In today’s fast-paced world, it’s not unusual for a young professional or entrepreneur who has worked hard for years to go from debt to making six figures faster than older generations can imagine.
As a young professional himself, Dominic has the first-hand experience and financial training to help you navigate this unknown territory.
He will help you name your financial goals—short-, medium-, and long-term—and establish a comprehensive strategy for making those visions a reality. With the backing of North Star’s many specialists, he leverages smart investing and as-needed insurance products to help you build a desirable financial future for yourself, your loved ones, and your community.
Dominic specializes in comprehensive financial solutions that utilize many different solutions, even beyond what is listed below.
Comprehensive fee-based financial planning
A comprehensive strategy allows you to get the most in-depth analysis of your financial strategy and goals. This service is critical for getting a full overview of your needs and goals.
Retirement or college-savings accounts
Designated tax-efficient savings accounts can help you complete your time-sensitive goals. They also allow you to enjoy some of your money now, knowing your long-term goals are protected.
Insurance (Life, disability, long-term care, or property and casualty)
Insurance is critical in providing relief if you experience a traumatic event. As an essential element of your complete financial wellness, the right insurance solutions help ensure you and those you love will be financially protected even in the most unexpected circumstances.
Hiring someone to help work with your money is personal. Dominic takes his clients’ trust seriously, and he works to be honest and upfront in everything he does. He would love to schedule no obligation, free consultation with you to start the conversation, get to know you and your goals. and determine if he is a fit for your financial life.
Dominic is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.