Dominic works with clients and the firm’s senior advisors on financial planning and investment management tasks. Additionally, he helps clients with requests, such as asset transfers and account updates, and he performs research and works on special projects. Dominic holds a Bachelor of Science degree in Financial Management with a focus in Financial Planning from Clemson University and has worked in the financial planning field since his graduation in 2019. In March 2022, he earned his Certified Financial Planner designation. Dominic grew up in Morgantown, Pennsylvania, where he excelled at sports including baseball, basketball, track, and cross country. After a June 2022 wedding, he, hi