Episode Details

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® program
• The power of mentorship and intentional career planning
• His transition from client assistant to partner
• How his team integrates advanced planning and life coaching to serve high-net-worth families
• Why designations like the CFP®, CIMA®, and CPWA® have helped build confidence and credibility
• The reality of partnership—beyond the title

If you're thinking about ownership, building multi-generational relationships, or bringing more meaning to your planning process, this one’s for you.