We help clients live their best lives
This goal informs everything we do.
Who we are
We are a team of deeply experienced industry experts who built market leading products such as Marcus by Goldman Sachs and Clarity Money.
We are humbled to have attracted leading financial services investors, including Bessemer Venture Partners, Maveron, RRE and Joe Lonsdale.
Our Advisory Board is comprised of thought leaders in the wealth management industry, including Michael Kitces and Joe Duran.
We have been recognized by Apple, awarding Domain Money Best Apps for Investing, Best Apps for Taxes, App of the Day, Twenty Four Apps for 2024 and Essential Finance Apps. .
We believe “right” thing to do with your money should never be some big secret. You should be able to talk with an expert financial advisor and understand exactly what steps to take to achieve your financial goals.
Investors
We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square.
Ashton Kutcher
Actor, producer, entrepreneur
Marc Benioff
Founder and CEO, Salesforce
Joe Lonsdale
Founder, Palantir, Addepar
Advisory Board
Our Advisory Board is comprised of some of the most respected thought leaders in the wealth management industry.
Joe Duran
Advisor
Joe Duran is a serial entrepreneur and visionary in wealth management and wealthtech. In 2024, he launched Rise Growth Partners ("Rise"), the industry’s first harmonious financial partner, providing capital and strategic expertise to middle-market RIAs. Previously, Joe was a Partner at Goldman Sachs, Co-Head of Workplace and Personal Wealth, and founder of United Capital, which was acquired by Goldman Sachs in 2019. Before that, he built and sold Centurion Capital to General Electric, where he served as President of GE Private Asset Management. A bestselling author, sought-after speaker, and media contributor, Joe holds MBAs from Columbia and UC Berkeley and is a CFA Charterholder. He is a longtime Yogi, daily mediator, and avid beach volleyball player. Joe and his wife, Jennifer, cherish their three daughters and share a passion for travel, dining, dancing, and live music.
Michael Kitces
Advisor
Michael Kitces is a leading American financial planner, educator, commentator, and entrepreneur, widely recognized for his deep expertise and thought leadership in the field of financial planning. He currently serves as the Head of Planning Strategy for Focus Wealth Partners (previously referenced as Buckingham Wealth Partners), a private wealth management and advisor TAMP platform based in St. Louis, Missouri, overseeing approximately $50 billion in client assets.
Team
Adam Dell
Founder and CEO
Adam was most recently a partner at Goldman Sachs where he served as Head of Product of Marcus by Goldman Sachs. Prior to Goldman, Adam founded multiple companies, including Clarity Money, acquired by Goldman Sachs (GS); MessageOne, acquired by Dell (DELL), and Buzzsaw, acquired by Autodesk (ADSK). Adam served as an adjunct professor at both the Business School at Columbia University and the University of Texas School of Law. He holds a B.A. in Political Economy from Tulane University and a law degree from the University of Texas School of Law. He likes big ideas, long walks on the beach and spending time with his family.
Adrianna Adams, CFP®
Head of Financial Planning
Cleveland native Adrianna has spent her entire career empowering individuals through financial planning. Prior to joining Domain Money in 2023, she honed her expertise at NCA Financial Planners and Morgan Stanley. She is passionate about translating complicated financial conceptions into goal-oriented and personalized solutions. Adrianna received her Bachelor's degree in Financial Planning from the University of Akron with her CFP® certification. Beyond the office, Adrianna loves book club, spending time with her husband and sisters, playing darts or pool and boating on Lake Erie in the summertime.
Emily Barbe, CFP®
CERTIFIED FINANCIAL PLANNER® professional
After working at some of Wall Street’s largest firms for over a decade, Emily started her own financial planning practice and then joined Domain Money on the belief that everyone deserves financial freedom. Through navigating her own journey of risks and challenges, Emily saw firsthand how powerful it is to have someone in your corner, someone who listens and takes the time to get to know you. That’s what she does—provides personalized strategies, meaningful connection, and ongoing support to help you move forward with confidence in your life’s goals and financial journey.Emily is passionate about financial literacy and enjoys coaching families and small business owners to better understand their relationship with money. She regularly runs financial workshops for local nonprofits, helping teens, young adults, and entrepreneurs set themselves up for success.Outside of financial planning, Emily owns a wedding and event venue with her husband on their five-acre farm in Miami. You will often find her switching through reading three different genres of books at once, salsa dancing, and road-tripping with her family.
Kevin Cavanaugh, CFP®, CPWA®, EA
CERTIFIED FINANCIAL PLANNER® professional
Kevin began his career in financial services in 2008 and brings over 15 years of experience helping clients navigate life’s most significant financial transitions. Whether planning for retirement, preparing for future liquidity events, or entering a new life chapter - Kevin is passionate about thoughtfully guiding individuals through complex financial decisions. Kevin’s approach to financial planning is centered on understanding each client’s unique values and priorities. He focuses on identifying opportunities to enhance portfolio efficiency and developing clear, actionable strategies to help clients achieve their long-term goals. Outside of work, Kevin is a sports enthusiast, enjoys exploring the great outdoors, and is always looking forward to the next weekend adventure with his family.
Laura Ryan, CFP®
CERTIFIED FINANCIAL PLANNER® professional
With over 10 years of experience in the financial services industry, Laura is passionate about truly understanding her clients and how they relate to money. She helps clients visualize their goals, optimize each piece of their financial puzzle, and align their resources with the life they want to live. Laura brings a layer of life planning to the financial planning process, giving each plan a unique heartbeat tailored to the individual. Before joining Domain Money, Laura worked for one of South Carolina’s oldest and most successful fee-only independent RIAs. She began her career in financial services right after college, working in Bank of America’s overseas division. A firm believer that financial planning should be accessible to everyone, Laura actively carves out time for pro bono work and volunteers as a tax preparer during tax season. Outside of work, you’ll find her outdoors—on a bike ride, at the beach, or catching a sports game. During South Carolina’s hot summers, she enjoys cooling off with a good book and relaxing with her Irish Doodle, Fin.
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David Jackson, MS, CFP®
CERTIFIED FINANCIAL PLANNER® professional
A lifelong Hoosier, David brings over a decade of experience serving a broad spectrum of clients with diverse financial needs and goals. Prior to joining Domain Money, he held leadership roles at Charles Schwab and Fidelity, where he guided teams, managed strategic initiatives, and helped clients achieve their financial potential. David is deeply committed to financial education and takes pride in simplifying complex financial scenarios into clear, actionable strategies. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2021 and holds a Master’s degree in Personal Financial Planning. Outside of work, David is an avid tennis competitor in USTA tournaments, a passionate musician, and a dedicated father to his five-year-old son, Jude. He also enjoys exploring the outdoors and traveling to historical landmarks around the world, fueled by his lifelong love of history.
Stephanie Sternberg
Head of Client Success
Stephanie has always been passionate about financial education and wellness. She has worked at both large international corporations and small fintech startups and has helped grow sales and client services initiatives across multiple industries. She is excited to connect people with a financial planning service that provides life changing guidance. Outside of work, Stephanie enjoys spending time with family, participating in dog sports with her rescue pup Henry, and practicing Brazilian jiu jitsu.
Christine Damico, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Before joining Domain Money, Christine served as a Senior Financial Planner and led a team of CFP® professionals to create and deliver financial plans for a DC-based firm. Before that, she worked in Vienna, VA, for a $1 billion financial planning firm where she managed 70 client relationships for high-net-worth families. She got her start as a Financial Planning Resident in Minneapolis, MN, where she participated in over 1,200 client meetings and consulted with firms across the country as they worked with her to establish ‘best practices’ for their own residency programs. Other career highlights include developing exam questions for future use on CFP® exams, being named to Investment News’ Top 40 under 40 list, and returning to her alma mater to teach financial planning as an adjunct professor. Outside of the office and classroom, she believes giving back to her community is important. She’s volunteered to prepare tax returns for low-income individuals, helped sight-impaired elderly individuals read their mail and pay bills, and served as a Board member for the National Capital Area FPA chapter. Christine also loves doing nose work and agility training with her two dogs, Izzy and Finn, playing pickleball, and she recently jumped on the romantasy novel bandwagon.
Matthew Forney, CFP®, CPWA®
CERTIFIED FINANCIAL PLANNER® professional
Matt has spent his career helping individuals and families navigate the complexities of wealth management with clarity and confidence. Before joining Domain Money, he served as Director of Client Family Services at Market Street Trust Company, where he guided multi-generational families through all aspects of wealth planning, including investments, estate strategy, tax, philanthropy, and family governance. Earlier in his career, he was Vice President and Wealth Advisor at Tompkins Financial Advisors and held client service roles at Vanguard. He earned his CFP® designation in 2018. Originally from Pennsylvania, Matt now lives in Colorado Springs with his wife, their three kids, and the family dog. Outside of work, he enjoys staying active through hiking, running, and lifting weights, as well as golfing and cheering on his beloved Pittsburgh Steelers.
Chelsea Hodl, CFP®, MBA
CERTIFIED FINANCIAL PLANNER® professional
Chelsea Hodl is a financial planner who combines her expertise with an approachable, down-to-earth style. With nearly a decade of guiding individuals and families, she blends traditional financial planning with forward-looking strategies, such as behavioral finance and digital assets. She is also the co-author of Smart Money Moves, a book designed to help early-career professionals make confident financial decisions. Her strength is her ability to simplify complex topics and provide clarity to help clients feel informed and empowered. Beyond her professional work, Chelsea is a military wife and proud mom to two teenage boys. She spends her free time at basketball courts and baseball fields cheering on her sons and husband (their coach). She also enjoys crafting, doing DIY home improvement projects, and can't get enough of The Great British Bake Off.
Alicija Dearth, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Alicija is driven by a passion for helping clients achieve their financial goals through informed, strategic decision making. Alicija’s mission is to empower individuals and families with strategic insight and an actionable planning method that allows them to live the life they want now without sacrificing the future.
Tyson Fuller, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Tyson Fuller is a third generation Texan and financial planner dedicated to helping families and business owners create personalized financial strategies to build wealth with purpose. He helps people take control of their money by creating practical, customized financial plans. Whether you’re a busy parent, a business owner, or someone trying to make sense of your financial future, Tyson focuses on simplifying the complex and helping you make meaningful progress toward your goals.
Michael LaCivita, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Michael focuses on practical and approachable solutions to achieving financial freedom. By starting with the most important goals unique to individuals and families, Michael builds a personalized plan and pairs it with meaningful advice. Michael uses his knowledge and expertise working with high-net worth individuals and families as a Financial Advisor for over 7 years.
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Julian Fairchild, CFP®, ChFC®, RICP®
CERTIFIED FINANCIAL PLANNER® professional
Julian enjoys working with people at every stage of their financial lives, providing support and guidance along the way. Whether it’s benefit selection and navigating equity compensation for a new job, saving and investing for life’s big goals, or transitioning into retirement, Julian has your back. Julian comes to Domain with 10 years of industry experience, having worked at larger companies like Northwestern Mutual and LPL Financial, as well as startups like Facet Wealth. Prior to the financial services industry, Julian was a Federal Police Officer for the Department of Homeland Security. When not discussing finances, Julian is likely exercising, traveling the world with his SO Mandy, or spending time with the dogs - Steve and Frank.
Erin Gray
Financial Planner
With over eight years of experience at two boutique financial firms, Erin brings a strong background in both asset management and comprehensive financial planning. She is passionate about making true financial literacy accessible and understandable to anyone—regardless of their starting point in life. Coming from a journalistic background, she applies a sharp eye for detail, accuracy, and thoughtful investigation to her work in finance. Her approach is grounded in the belief that with awareness, analysis, and action, anyone can build the life they truly want. Outside of her professional work, she enjoys an active and adventurous lifestyle. She’s a dedicated dog mom to two energetic Australian Shepherds and is currently halfway through her goal of running a half marathon in all 50 states
Neil Pharris
Financial Planner
Neil brings a strong analytical mindset to our financial planning team, leveraging his experience from a long career in data analytics. As a lifelong personal finance enthusiast, he has turned his passion into a second career. He holds a B.S. in Economics and Finance from the University of Kentucky and a Master's in Economics from the University of Cincinnati. Outside of work, Neil enjoys playing golf, watching college sports, and spending time with his wife and two daughters.
Jacob Tell
Financial Planner
Jacob joins Domain Money holding the belief that transparency and diligence should be the driving principles of client-centric financial planning. Prior to joining the team, Jacob began his financial planning journey at a small Minnesota-based wealth management firm. He holds a Bachelor’s degree from the University of Minnesota Duluth. In his free time, you’ll likely find Jacob on the golf course, cheering on his Minnesota Vikings, or relaxing with his yellow lab, Ellie.
Shira Tune
Financial Planner
Shira transitioned from Marketing and HR Operations to become a personal finance guru. Fueled by a year-long travel sabbatical meticulously planned and budgeted, she discovered the joy of optimizing finances for a fulfilling life. This passion led her to pivot careers, empowering others to achieve the same. When not analyzing finances, you'll find her exploring the Bay Area's outdoors with her husband and son.
Carmina Long
Financial Planner
Carmina brings over a decade of experience in the financial services industry, with a diverse background spanning asset management, operations, and financial coaching. She has worked with clients at all stages of life, helping them navigate their financial journeys with confidence. Before joining Domain Money, Carmina held roles at Merrill Lynch, Ellevest, and Goldman Sachs. She earned her Bachelor's degree from the University of Central Florida. Passionate about empowering individuals to align their life goals with their financial plans, Carmina is dedicated to making those goals a reality. Outside of work, she enjoys spending time with her husband, son, and their many pets, discovering new fishing spots, or getting lost in a good book.
Zeeshan Mian
Head of Engineering
Zeeshan started programming at the age of fifteen and never looked back; even if it meant a few visits to the chiropractor. Most recently, he served as VP of Engineering at Goldman Sachs, where he led and scaled the team that built Marcus’ market-leading mobile application, serving millions of customers. Prior to Goldman, he led iOS engineering for Clarity Money and mcgarrybowen, where he developed apps for Intel and Chase. Outside of work, he enjoys traveling and reading. For the past six years, he’s perfected the art of dodging winter by trading it for Australian summers with his wife and now their 8-month-old son.
Lee-on Pedahzur
VP of Operations
Lee-on is passionate about driving operational efficiency and leveraging automation to scale businesses. Before joining Domain, he led business operations at Harness Wealth and built the operational and technology basis to scale Harness Tax. Lee-on has also built data analytics functions from the ground up, including data warehouses, pipelines, and visualizations, for three early-stage companies. He is excited to see what data and generative AI will unlock in the next decade. Outside of work, he’s busy belly-rubbing his French Bulldog, Connie, and handing out treats to his Pug, Maggie.
Josh Felgoise
Head of Content
Josh joins Domain from Lemonade Insurance where he worked as a content strategist. He received his Bachelor’s degree from Lehigh University in Psychology and loves sharing experiences for guys in their 20s with his podcast, Guyset, available on all major platforms.When he’s not creating content, you’ll find him playing tennis or pickleball, reading, and trying new restaurants.
Kyle Sausser
Head of Growth
Kyle is a passionate leader driven by financial empowerment. He’s a strategic thinker who’s successfully helped launch and scale numerous startups, leading teams at ConsumerDirect and Acorns most recently. Kyle holds a B.S. in Marketing from Arizona State University, and an MBA from USC's Marshall School of Business (fight on!). Outside of work, he’s an active dad of 3 who enjoys playing sports, traveling, and taking his sons on new adventures.
Alberto Erazo
Head of Brand Design
Alberto is a creative powerhouse who knows how to turn brands into unforgettable visual stories. From leading creative teams as VP, Creative Director at Popular Bank to shaping campaigns for music icons at Universal Music Group—oh, and serving as 50 Cent's personal Art Director—his career has been anything but ordinary. With a master’s degree from Pratt Institute, Alberto combines sharp strategy with bold creativity to make brands shine. When he’s not reimagining identities, he’s exploring NYC with his camera, capturing the city’s energy, or mentoring emerging designers over a strong espresso.