About
Dominic
Dominic supports advisors in developing customized financial plans and wealth management strategies by preparing performance reports, analyzing client data, and assisting with portfolio construction and rebalancing. He also participates in client meetings so that each plan reflects a client’s distinct goals and financial situation.
Dominic joined Focus Partners in 2026, bringing with him expertise garnered from working at Kovitz and Telemus. A graduate of Michigan State University, he gained hands-on industry experience through an internship at a financial advising firm and a role at a large annuity company focused on client service and retirement income planning.
Outside of work, Dominic enjoys staying active through just about any sport—especially golf—collecting vinyl, traveling, and spending time with family and friends.
Education and Professional Milestones
- Michigan State University – bachelor’s degree in finance with a specialization in financial planning and wealth management
-Holds a Series 65 license
Dominic supports advisors in developing customized financial plans and wealth management strategies by preparing performance reports, analyzing client data, and assisting with portfolio construction and rebalancing. He also participates in client meetings so that each plan reflects a client’s distinct goals and financial situation.
Dominic joined Focus Partners in 2026, bringing with him expertise garnered from working at Kovitz and Telemus. A graduate of Michigan State University, he gained hands-on industry experience through an internship at a financial advising firm and a role at a large annuity company focused on client service and retirement income planning.
Outside of work, Dominic enjoys staying active through just about any sport—especially golf—collecting vinyl, traveling, and spending time with family and friends.
Education and Professional Milestones
- Michigan State University – bachelor’s degree in finance with a specialization in financial planning and wealth management
-Holds a Series 65 license