As Client Relationship Specialist, Dominik is responsible for the ongoing management of existing client relationships and retention of clients. He works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies.
Dominik received a Bachelor’s Degree in Finance and with a concentration in Personal Financial Planning from Edinborough University (PA), following the CERTIFIED FINANCIAL PLANNERTM (CFP®) Track. He is also licenced in life, accident, and health insurance for the State of Pennsylvania. Prior to joining JFS, Dominik was a Wealth Advisor intern for Bush Investment Group.
Outside of work, Dominik is an active member of the Italian Civil Club of Meadville and attends Church at Crossroads in Greenville, PA. During his free time, you might find Dominik coaching baseball, golfing, or spending time with family and friends. He also enjoys reading, researching World War II history, and traveling to new places.