Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®

In this episode of The Blueprint: An FPA NexGen® Podcast, we sit down with Dominic Monk, CFP®, CIMA®, and partner at The Hedley Hoeger Group at Baird.Dominic shares his journey from growing up without financial stability to becoming a leader in wealth management—and why he always knew he wanted to be a financial advisor.We dive into:His early start in financial planning through Ohio University’s CFP® programThe power of mentorship and intentional career planningHis transition from client assistant to partnerHow his team integrates advanced planning and life coaching to serve high-net-worth familiesWhy designations like the CFP®, CIMA®, and CPWA® have helped build confidence and credibilityThe reality of partnership—beyond the titleIf you're thinking about ownership, building multi-generational relationships, or bringing more meaning to your planning process, this one’s for you.