Gabriella Adams
I have worked with Dominick for well over 5 years and have nothing but positive things to say. Over the past five years he has supported numerous financial transitions including starting out as a newly graduated professional, marriage, starting a small business, preparing for homeownership, growing our family, and multiple military moves across the country and the world. Within each of these unique scenarios, Dominick has provided my husband and I with honest and data based feedback to support our decision making process regarding all things finance related. He communicates effectively and in a timely manner, answering questions thoughtfully and following up as appropriate to ensure understanding and clarity regarding the matter discussed. He supports his communication and analysis with clear visual aids, recommendations for further reading (if requested), and meeting summary to provide a digestible list of action items for both him and myself. Dominick has been instrumental in my husband and I developing a clear financial plan and taking necessary steps to reach our goals. I cannot recommend him enough!






