Dominic believes in building strong relationships with his clients by focusing on unique, wealth-building strategies. Unlike many competitors, Dominic recognizes that what may be important to one client may be of little value to another; therefore, he uses all of the information and tools at his disposal to find solutions that are customized to meet individual goals. His primary areas of focus are asset management and financial planning.
Residing in Brookfield, Dominic has combined his love of sports with his commitment to charitable giving by organizing many charitable kickball tournaments which have raised in excess of $100,000 for pediatric cancer research, most recently benefiting Children’s Hospital of Wisconsin. Outside of work, he is a fitness enthusiast and enjoys supporting his hometown sports teams.
In 2018, Dominic made a valuable addition to his team by hiring Tammy Maas as an administrative assistant. Tammy has a strong background in marketing and office organization. The team works together to ensure that client objectives are fulfilled and the goals of the meetings are met in a timely fashion.