Community Involvement
Welcome to the community involvement page for our financial advisor team! We are committed to not only helping our clients achieve their financial goals but also giving back to the community we serve. Here are some of the events and programs we have participated in or sponsored:
Annual Back to School Backpack Giveaway: Since 2021, Dominic organizes a backpack giveaway event in which we distribute backpacks filled with school supplies to local students in need. This takes place on Madison's Southside and we are happy to say that we have donated over 400 backpacks in the last 3 years. It's our way of ensuring that students are prepared and ready for the new school year.
Dominic Partners with "Forward" partnership with Dartmouth Business School: As part of our commitment to ongoing learning and development, we have partnered with the Dartmouth Business School to offer a program called "Forward." This program is designed to help business owners and entrepreneurs navigate the ever-changing business landscape and achieve long-term success.
Monthly Financial Wellness Lunch & Learns with Businesses: We believe that financial wellness is essential for all individuals and businesses. That's why we organize monthly lunch and learn sessions to educate local businesses on financial topics such as retirement planning, investment strategies, and risk management.
Client Events in an Executive Suite at the Chicago Bulls Game: We believe that our clients are like family, and we love treating them to special events. One of our favorite client events is to host in an executive suite at a Chicago Bulls game a few times per year. It's a great way to enjoy a game while building stronger relationships with our clients.
Board of Directors at Life Center Church in Madison, Wisconsin: We are proud to serve on the board of directors at Life Center Church in Madison, Wisconsin. This church-organization is dedicated to supporting individuals and families in need through various programs and initiatives.
We hope this overview of our community involvement activities has given you a sense of our commitment to making a positive impact in the communities we serve. If you're interested in partnering with us or learning more about our events and programs, please don't hesitate to reach out.
Together, we can make a difference!