After graduating from Oakland University with a Master's Degree in Finance, Dominic began his career with a concentration on comprehensive wealth management.  He furthered his education at Walsh College by completing courses in risk management, investment analysis, income tax, estate planning, and retirement planning. 

He has achieved the designations of Financial Planning Specialist and Chartered Retirement Planning Counselor™ through the College for Financial Planning. In addition, he has completed the education requirement for the CFP®.  And in 2023, he was presented with his tenth Five Star Wealth Manager Award as announced in Hour Detroit, The Wall Street Journal, and Forbes magazine.

The creation of Rochester Wealth Strategies came from a desire to build a culture that was truly dedicated to clients and the community. Though grateful for the 11 years he spent as a Vice President and Senior Portfolio Manager for his previous firm, Dominic wanted to establish a client experience that was more personalized and one that differentiated itself from the industry. Today, he works side-by-side with his clients to help them create roadmaps for retirement, in addition to providing income and legacy planning thereafter.

The opportunity to live and work in Rochester has created a passion towards supporting the local community.  Dominic is an active member of the Rochester Chamber of Commerce and the Rochester Downtown Development Authority.  His local involvement continues as he taught Chess at the Rochester OPC (Senior Center) and as a parishioner of St. Irenaeus Catholic Church. 

On a personal level, Dominic is married with four children.  During his free time, he loves teaching his children any new hobby; especially fishing, skiing, and basketball.  Whether he is biking on the Paint Creek Trail, hanging out in the Rochester Municipal Park, eating at Rochester Mills, or trying to fit in play structures at Rochester Play, you will usually find him around town with his family.

Julie graduated from Oakland University with a Bachelor of Science in Business, Management Information Systems and Computer Science.  She has spent the last two decades helping businesses succeed.  With extensive knowledge in providing IT solutions, financial applications, and data management, she brings a level of expertise that is hard to find in our industry.  She has owned several businesses and has used her business background and expertise to help start and grow Rochester Wealth Strategies. 

Her most recent accomplishment was achieving the Accredited Wealth Management Advisor™ designation, allowing her to obtain a higher level of expertise in regards to taxation and advanced planning for high-net worth individuals.  

We value her ability to understand the needs of clients and recognize that each person has their own set of unique challenges to overcome.  She prides herself in getting to know her clients from every aspect so she can create a specialized plan focused on a successful retirement.  With a focus on business owners, she can help guide them through business succession, financial planning, tax mitigation and all aspects related to retirement planning.

Julie lives in Clarkston and is married with three children and three grandchildren.  Now that all her children have graduated from college, she has found more time to travel and begin new adventures.  Her most memorable trips were to Spain, Iceland, Colorado, and California where she went hiking and camping with family and friends.  She loves volunteering for Leader Dogs for the Blind and is currently hosting a retired Leader Dog Mom.  She also sits on the board of directors for Rochester Chamber of Commerce and Neighborhood House, and is actively involved with the Auburn Hills Chamber of Commerce.

Xenia began her career in finance in 1997 after attending Wayne State University. She quickly realized her desire to help others and soon advanced to becoming a licensed financial specialist. After strengthening her knowledge in wealth management for over 20 years, she was excited to join Rochester Wealth Strategies with an experienced and motivated team that is committed to putting clients and the community first.   

Xenia is grateful for the relationships she builds, celebrating wins and sharing in trials. She realizes that each client has a unique financial situation that requires an equally unique strategy to meet their goals. She works hard to understand every aspect of her clients’ financial picture to ensure that they do not suffer unintended financial consequences. As an Accredited Wealth Management Advisor (AWMA®), Xenia specializes in creating strategies to help clients navigate through retirement, college, income, legacy, insurance, and tax planning. As a leader in her field, she has received numerous awards for outstanding performance, including Five Star Wealth Manager. However, Xenia feels that her greatest achievements have been when clients finally achieve their objectives and the reassurance she has gained through client referrals.

Xenia is passionate about helping others, logging over 100 volunteer hours per year. She is active with her church, proudly trained as a Stephen Minister. Xenia believes that early childhood education is critical and that it is important to keep children motivated.

Xenia resides in Clinton Township with her husband, two children, and their loving pets. Her children are involved in several sports and activities, but in her free time you will most likely find her spending time crafting, cooking, or creating science projects with her kids. Her family also enjoys spending time at their cabin up north, which they visit year-round.

After earning a Bachelor's Degree in Finance from Walsh College and an MBA from Wayne State University, Mike started his career in finance as a credit analyst with NBD Bank.  He eventually joined Huntington Bank where he moved to the Private Banking Division and assumed the role of Portfolio Manager, while also assisting with equity research analysis.  Soon thereafter he successfully completed a three-year study process that resulted in earning the prestigious Chartered Financial Analyst designation. 

Mike joined Comerica Bank and its Wealth Management Division in 2003, where he dedicated the next 15 years.  As Senior Portfolio Manager, he managed investment portfolios for high net worth individuals and institutional clients.  Over time his responsibilities expanded to manager of Comerica's small-cap, mid-cap, international, and emerging market strategies.  

With a commitment to enhance the research and optimize the portfolio management capabilities of our firm, Mike spends his days as our Senior Portfolio Manager.  He also spends time as an Adjunct Professor at Walsh College where he teaches courses in finance and investment management.

Mike and his family live in Rochester.  He enjoys biking the local trails and playing an occasional round of golf, though most of his free summer days are reserved for boating and other waterfront activities with family and friends.

Janet received both her Bachelor’s and Master’s Degree from Oakland University.  She joined our industry in 2006 after spending 15 years in the legal field.  As a prior business owner herself, she also comes with over 30 years of experience in management and administration. 

Her strong communication, organizational and client support skills are an important part of your positive client experience with our firm.  Her role also includes the maintenance of our regulatory compliance requirements and the supervisory functions of our firm.   

Janet and her husband Dave live in Romeo.  They have three children, two of whom are now married, and one grandchild. She enjoys spending time with family and friends, as well as reading, traveling, and watching her husband and son’s band perform around town.

Carla joined our team in 2022 as a Client Service Specialist.  She has over 20 years in customer service and more than 12 years in office management.  Despite a change in roles from her previous position, her core values matched perfectly with those of our team and our clients.

Carla's most recent accomplishment was achieving the Wealth Management Specialist℠ designation, allowing her to obtain a higher level of expertise in regards risk management, investments, insurance, tax, retirement, and estate planning issues.

Carla has a strong work ethic and focuses on integrity above all things.  Her dedication, organizational skills, and attention to detail, ensures that clients are receiving the best experience.

Carla and her husband have two adult sons and two dogs.  She loves spending time with her family and friends at their cottage on Sage Lake.  She enjoys boating, hunting, baking, and is always up for a good card game or puzzle.