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, and RRE.
Our Advisory Board is comprised of thought leaders in the wealth management industry, including 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 the “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
Advisory Board
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.
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.
Jeff Neikrie
VP of Business Development
Jeff Neikrie is a seasoned sales leader with over 12 years of experience building and scaling high performing sales organizations across SaaS and fintech startups. He was a founding team member at Zoe Financial, where he built the firm’s advisor partnership network from zero to over 700 advisory partners, driving growth from $0 to $10M in ARR and through a successful Series A led by SoftBank. Most recently, at VTS, Jeff established a go-to-market team of twelve sellers that generated more than $50M in qualified pipeline, and $7M in revenue within their first year.
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®
CFP® 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.
Cody Winter, CFP®
CFP® professional
Cody is a CERTIFIED FINANCIAL PLANNER™ professional based in Syracuse, NY, with over 11 years of experience helping people make confident financial decisions. Prior to joining Domain Money, he held both client-facing advisor roles and strategic positions focused on improving how financial advice is delivered, giving him a broad understanding of what truly helps people make confident financial decisions. He enjoys connecting the technical side of planning, especially tax-related decisions, with the personal side of each client’s life, helping them find clarity and make choices aligned with their goals and values. Outside of work, he loves spending time outdoors and traveling with his wife, their two kids, and their English bulldog. He’s also an avid sports fan, proudly cheering for Liverpool FC and the Buffalo Bills- no matter the weather or the heartbreak.
Sara Wright, CFP®, ChFC®, RICP®
CFP® professional
Sara Wright has over a decade of experience helping clients achieve their financial goals. She is passionate about meeting clients where they are, simplifying complex planning topics, and empowering them to make confident decisions about their financial futures. Sara began her career at LearnVest, later working with Northwestern Mutual and LUX Wealth Planning, where she supported many first-generation wealth builders and emerging-affluent clients as they navigated new financial opportunities and decisions. Outside of work, Sara lives in Arizona with her husband and two dogs. She enjoys baking for friends and family, paddle boarding in the Arizona sunshine, and traveling internationally to experience new cultures.
Jimmy Murphy, CFP®
CFP® professional
With over 11 years of experience in financial services, Jimmy is passionate about helping clients feel confident in their finances and make meaningful progress towards their goals. He loves working with clients in all stages of their financial journey, and helping translate a complex financial picture into simple, actionable steps. Jimmy Started his career at Vanguard developing a strong foundation in investments. Before joining Domain Money, he served as a Senior Advisor at a firm specializing in tech industry clients, where he gained deep expertise in navigating complex equity compensation and supporting professionals through career transitions and wealth-building. Outside of work, Jimmy treasures time with his wife and two young children, composes original piano music, and enjoys audiobooks in self-development and fantasy genres.
Tom Wareing, CFP®, ChFC®
CFP® professional
Tom began his career in financial services the summer of 2016. Over the last decade, he has helped thousands of individuals and households navigate their financial picture through strategic and targeted advice. His favorite part of what he does is getting to know his clients personally, to understand what is most important to them, to help them consider things they were not yet even aware of themselves, and then help them achieve their financial goals. He focuses his approach on gaining a deep understanding of each person he works with to be able to tailor solutions unique to them. Most importantly, he aims to break down complex topics into simple, palatable terms that enable his clients to understand the “why” behind what he is advising and therefore have peace of mind in knowing that the plan in place is what makes sense for them. Outside of work, Tom is a new father, as he and his wife Kari welcomed their daughter Juniper November 2025. He is an avid golfer having competed during high school and his first two years of college. He and his wife love to travel and have a goal to visit at least one new place every year.
Jeff Emminger, CFP®
CFP® professional
With over 10 years of experience in financial services, Jeff is passionate about helping clients align their money with their deepest values. He enjoys working with clients at all stages along their journey. A natural teacher, he loves breaking down complex topics into clear, actionable steps. Jeff started his career at Vanguard where he built a strong base in investments and earned his CFP® certification in 2018. Over the last 7+ years, Jeff worked hand-in-hand with clients at an RIA in Charlotte to guide them through all aspects of financial planning. Jeff lives in North Carolina with his wife, and their 3 kids. Outside of work, he enjoys travelling, hiking, mountain biking, golf, and a good cup of strong coffee.
Julia Grose, CFP®, AAMS®
CFP® professional
Julia is a financial planning professional with over a decade of experience helping individuals and families make confident decisions about their financial futures. She specializes in simplifying complex financial topics and creating personalized strategies for long-term success. Julia worked at Charles Schwab for 13 years holding both client facing and business strategy roles. She received her CERTIFIED FINANCIAL PLANNER® certification in 2017. Outside of work, Julia and her family of 3 reside in Colorado and enjoy getting outside as much as possible by heading to the mountains, camping, or enjoying the state parks nearby.
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Beau D’Agostino, CFP®, RICP®
CFP® professional
I have over a decade and a half of financial industry experience where I have worked in many different roles helping clients create their own versions of financial success. I earned my CERTIFIED FINANCIAL PLANNER® designation in 2014 and have had the opportunity to work for respected financial organizations such as Vanguard, LearnVest, and Northwestern Mutual. Each one has played a critical role in shaping my career and building my expertise as a financial planner. I believe my greatest skill is my ability to build strong relationships with my clients, where they feel comfortable sharing with me and executing on my advice. I was born and raised in NY and then moved to Arizona, where I currently reside, to attend Arizona State University, where I graduated in 2005.
Kate LaPorta, CFP®
CFP® professional
Kate’s approach to financial planning was shaped early in her career, where she learned to design efficient systems and build structure in fast‑paced Wall Street environments. She brought that same discipline to Rockefeller Capital Management, spending 13 years guiding ultra‑high‑net‑worth families through sophisticated trust, estate, and multi‑generational planning. Her path from Custom Reporting Manager to Private Advisor reflects a genuine love for untangling complex financial lives and creating clarity where it matters most. Today, she remains committed to thoughtful planning, clear communication, and human‑centered guidance that empowers clients to make confident decisions. When she’s not working, Kate enjoys family bike rides to the beach, playing tennis, and vacationing in the Adirondacks. She lives with her husband, daughter, and their two doodle pups in a small beach town on the North Shore of Long Island.
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Brian Turner, CFP®
CFP® professional
Brian has spent nearly 25 years trying to make the world a better place in the lives of his clients. He previously used his financial planning expertise to help a firm develop its financial planning tools and philosophy. Brian has helped people from almost every walk of life from a planning perspective working for firms like Vanguard, Northwestern Mutual and Morgan Stanley. Brian lives in Southern Utah. He likes spending time with his wife and six children. He enjoys growing things and striving to beautify his yard even though he admits that it is a work in progress.
Ramona Maior, MS, CFP®
CFP® professional
Ramona began her career in Arizona at USAA in 2007, holding a variety of client-facing roles before rising to Financial Advisor in 2011. She earned her CFP® designation in 2017 and went on to support high-net-worth individuals and families at Vanguard, where she managed over $500 million in assets. Her diverse career includes roles as Senior Financial Advisor, VP Relationship Manager, Director of Financial Education, and adjunct professor at her alma mater, Grand Canyon University.
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.
Matthew Forney, CFP®, CPWA®
CFP® 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® certification 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.
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Chelsea Hodl, CFP®, MBA
CFP® 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.
Julian Fairchild, CFP®, ChFC®, RICP®
Financial Planner
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.
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Jacob Tell, CFP®
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.
Joseph Glaser
Financial Planner
Joseph brings years of experience in financial planning, driven by a genuine passion for helping clients navigate the complexities of their financial lives to achieve their goals. He previously gained extensive knowledge and a broad understanding of the industry while working at LPL Financial, where he served advisors and their clients all across the United States. Joseph is committed to utilizing this background to provide clarity and confidence as he helps individuals secure their financial future.Joseph holds a Bachelor's degree in Music from Baldwin Wallace University. When he is not financial planning, he enjoys a myriad of hobbies, including snowboarding, hiking, rock climbing, reading, singing, and playing piano.
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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.
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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.
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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.
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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.
Max Novak
Director of Client Success
Max is a CERTIFIED FINANCIAL PLANNER® professional and Director of Client Success at Domain Money. Prior to joining Domain Money, Max earned his BS and MBA from Southern Illinois University and spent nearly a decade working at nationally recognized Registered Investment Advisory firms. Along the way, he saw firsthand how high-quality advice was often too exclusive or too expensive. Max joined Domain Money to further the mission of making high-quality financial planning and advice more affordable and more accessible. Originally from Carterville, Illinois, Max spent time in Denver and St. Louis before returning home to be near family. Outside of work, you’ll find him reading, golfing, or cheering on his favorite Chicago sports teams.
Annie Bunje
Head of Lifecycle Marketing
Annie brings more than 15 years of experience growing and leading lifecycle marketing efforts, particularly at high-growth, membership-focused startups. She thrives on getting hands-on and designing smart, scalable campaigns that take businesses from early-stage to multi-million-dollar growth. She earned her Master of Business Administration from the University of Southern California’s Marshall School of Business and her Bachelor of Arts also from the University of Southern California. Outside of work, she enjoys adventures with her husband and kids, traveling to new places, and entertaining family and friends at home in Southern California.
Tess Moran
Business Operations Manager
Tess joins Domain Money from AtoB, where she worked on the Business Operations team. Prior to AtoB, she was part of the Strategy & Corporate Development team at Array and also worked as an investment banking analyst at J.P. Morgan. She holds a bachelor’s degree in finance from The Ohio State University. Outside of work, Tess enjoys reading, fitness, and exploring New York City.
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Pedro Fritsch
Senior Full Stack Engineer
Pedro is a full-stack developer with expertise in React, Next.js, TypeScript, and Node.js. He prides himself on building highly polished, user-friendly web apps. At Domain Money, he has been a key member of the team, contributing to all projects, from the investment advisory platform to enhancements of internal admin tools. When he’s not coding, he enjoys traveling, riding his motorcycle, and camping.
Daniel Schneider
Senior Full Stack Engineer
Daniel is a software engineer focused on building secure, scalable technology at Domain Money. Since 2014, he has been passionate about coding and creating digital experiences that are impactful and bring real value to people’s lives. Outside of work, Daniel enjoys going to the beach, playing sports and games, practicing calisthenics, and sharing good barbecue with friends and family.
Ivo Fritsch
Senior Full Stack Engineer
Ivo Fritsch is a full-stack engineer with over ten years of experience building scalable web applications using React, Node.js, Vue.js, and Typescript. He has led teams through complex projects, from healthcare platforms to financial systems, often driving migrations to modern architectures and delivering high-impact solutions. Beyond coding, Ivo has shared his expertise as a full-stack instructor and enjoys tackling challenges that create meaningful user experiences.
Justin Shack, CFP®
Director of Client Success
Justin is a seasoned financial professional with nearly two decades of experience in financial services and fintech. Before joining Domain Money, he spent 12 years at Vanguard building a strong foundation in client service and long-term planning, followed by six years at Facet, where he focused on technology-driven financial solutions and modern advisory work. He is passionate about helping people feel confident in their financial decisions and contributing to a company redefining how clients engage with their finances. Outside of work, Justin is a dedicated husband and father of two daughters. He enjoys spending time with family and friends and appreciates any opportunity to unwind, including the occasional round of golf.
Ben Curtis, MS, CFP®, CRPC®
Financial Planner
Ben is a financial planner passionate about turning complex, intricate financial concepts into confident decisions. With a Master’s degree in financial planning, he brings advanced training and a disciplined approach to his comprehensive planning. Before joining Domain Money, he specialized in retirement planning at Empower, guiding thousands of individuals and families through the complexities of income planning, tax considerations, and long-term sustainability. He also carries eclectic past experience as a missions coordinator, streamlining business strategies across 100+ countries; as a concert pianist, performing alongside musicians around the world; and as a coffee shop owner. Outside of work, you’ll likely find him reading, traveling, lounging on Florida beaches, or drinking too much coffee with his wife to keep up with their two boys.
Alexandria Tucker
Financial Planner
Alexandria joined Domain Money after serving as an Investment Analyst at Solidarity Wealth. She focuses on providing maximum value and serving clients. She wants to help clients feel peace and stability in their financial planning. Alexandria obtained a Bachelor's degree in Finance from Brigham Young University with her CFP® designation. Beyond the office, Alexandria enjoys practicing yoga, spending time with her husband and son, and reading.
Nic Colon
Director of Client Success
Nic is a seasoned financial professional with nearly a decade of experience in financial services and fintech. Before joining Domain Money, he spent 9 years in client services, where he focused on technology-driven financial solutions and modern advisory work. He is passionate about helping people feel confident in their financial decisions and contributing to a company redefining how clients engage with their finances. Outside of work, Nic is a dedicated husband and a dog dad to his mini golden-doodle Nixon. He enjoys spending time with family and friends and appreciates any opportunity to unwind, including hiking in his new home town of Colorado Springs.
Drew Miller
Director of Client Success
Drew is a dedicated financial professional with a strong background in client success, sales operations, and fintech. Before joining Domain Money, he built a solid foundation in client relations and financial solutions through roles at Facet, ForUsAll 401k, and Fisher Investments. He is passionate about helping clients replace financial anxiety with confidence, all while contributing to a forward-thinking firm that is modernizing how people interact with their wealth.
James Malden
Director of Client Success
James has spent 15 years delivering high-impact, human-centered client experiences in the financial services space. Passionate about building strong relationships and providing top-tier customer service, he is incredibly excited to connect Domain Money members with a transparent, flat-fee planning service that provides life-changing financial guidance.
Gus Paddison
Director of Client Success
Gus is a seasoned financial professional with nearly a decade of experience in financial services and fintech. Before joining Domain Money, he spent 9 years in operations and client services, where he focused on technology-driven financial solutions and modern advisory work. He is passionate about helping people feel confident in their financial decisions and contributing to a company redefining how clients engage with their finances. Gus believes this current industry is broken and that Domain Money is the answer to this modern issue. Outside of work, Gus is a dedicated husband and a dog/ cat dad to his rescues Nora and Simmie. Gus is an avid reader, with 150+ books read in 2025 alone! He has a number of other hobbies including mountain biking, hiking, and gardening in his home of Golden Colorado.
Jeremy Brock
Director of Client Success
Jeremy brings a wealth of experience, training and knowledge to his role. He has over 15 years of experience within the client success and financial planning industry, most recently with a 5 year tenure at Facet. He has a passion for flat-fee and unbiased financial advice and helping people find solutions in order to make good financial decisions for their future. Outside of work, Jeremy is a dedicated husband and father of two boys and enjoys travel, fishing, golf, tennis, pickleball, and plays the cello and guitar.
Jake Weller
Director of Client Success
My experience in the financial industry includes roles at Fisher Investments and Facet Wealth, where I supported clients in managing and growing their wealth. I have helped individuals translate their financial goals into actionable plans through disciplined investment strategies and comprehensive planning. I value building meaningful relationships and serving as a trusted resource through every stage of the financial journey. My approach combines analytical insight with a genuine commitment to client success.
Ben Lugavere
Engineering Leader
Ben is an engineering leader who has spent his career building consumer products at high-growth startups. He most recently led Consumer and Platform Engineering at Trust & Will. Prior to Trust & Will, he spent seven years at Boxed, joining as an early engineer, rising to lead Platform Engineering, and helping take the company public in 2021. Earlier in his career, Ben was a senior engineer on the analytics and insights team at WPP and worked in JPMorgan's Chief Investment Office, after starting out in investment banking. He holds a Bachelor of Business Administration in Finance and Business Management from the University of Miami. Outside of work, Ben lives in Las Vegas, where he can be found exploring new restaurants on the Strip, hitting the Downtown Summerlin farmers market, and spending time with his family.
Stephen Wong
VP of Product
Stephen is a product builder passionate about improving the financial outcomes of everyday people. At Domain Money, he is focused on building tools and experiences that make expert financial advice accessible to all. Prior to Domain Money, Stephen worked at Intuit and Microsoft, where he helped build and scale products that enabled people and organizations to make better financial decisions. He earned degrees in Computer Science and Economics from Case Western Reserve University. Outside of work, you can find Stephen spending time with his family and friends, enjoying the parks and trails around his home, and volunteering in the community.