Two people who actually answer the phone, sit down at the table with you, and treat your family's plan like it's our own.
I've been an independent insurance and retirement planning agent since 2010, focusing on life insurance, estate solutions, and protected retirement income since 2020. I hold a degree in Business with a concentration in Finance, which I combine with genuine compassion to create thoughtful, effective solutions for each client.
Having personally navigated the loss of my father and the challenges of probate, I'm deeply committed to guiding families in preparing ahead — so they can avoid the unnecessary stress my family went through during a hard time.
My mission is simple: make sure every family I work with feels secure, supported, and confident that their best interests always come first. No sales pressure. No shouting percentages. Just real strategy.
Dominick started his career in the computer industry over 50 years ago, and that analytical background translated perfectly to navigating the stock market and analyzing financial trends. Starting his financial journey at age 20 allowed him to master the true power of compounding and long-term wealth building.
Today, he uses those decades of hands-on experience as an Integrated Trust Specialist in Daytona Beach, where he and his partner Michelle Rocchio help individuals and families protect their hard-earned wealth and secure their legacies. Together, they design revocable trusts to protect your assets and your loved ones from the costs and delays of probate — which so often cause significant emotional and financial stress.
Dominick is also a commissioned Florida Notary Public — authorized to handle in-person notarizations and Remote Online Notarization (RON) for clients anywhere in Florida. He brings a practical, no-nonsense perspective to every conversation.
When he's not helping clients build a secure financial foundation, Dominick enjoys volunteering, photography, car shows, and spending time with family, friends, and neighbors.
"Our mission is to provide peace of mind by ensuring your family's legacy and future are seamlessly protected."
Living trusts, healthcare power of attorney, beneficiary planning, probate avoidance, and SECURE Act guidance.
Protected lifetime income, fixed indexed annuities with income riders, Roth strategy, Social Security planning.
Long-term care strategies, special needs planning, inheritance protection, and guidance for unique families.
In-person at the office or Remote Online Notarization (RON). Wills, trusts, deeds, POA, and more. Handled by Dominick.
Located in the historic Kress Building — a stunning Art Deco landmark in the heart of downtown Daytona Beach. The address is right on the front: 140. Come for coffee, stay for the conversation.
Come into the office. We'll have coffee ready. Bring your questions, your statements, your worries. We'll walk through it together — no pressure, no pitch.