Our team of experts, mainly based in Williamsburg, VA, will ensure your entire financial situation is covered from all angles. We look at your financial planning, cash flow, taxes, investments, estate and insurance to help ensure you can enjoy your retirement with the knowledge you have enough.
We're experts in tax (Certified Public Accountant - CPA, Enrolled Agent - EA), Planning (Certified Financial Planner - CFP ), Investing (Chartered Financial Analyst - CFA) with 85 years of combined experience.
CFP®, EA, CLTC
Chief Executive Officer
Jeff is the founder and CEO of Dominguez Wealth Management Solutions and oversees the firm’s client planning strategies.
Jeff enjoys spending time with his wife, Kathleen, and two wonderful children Mateo and Giana. A former professional soccer player, Jeff continues to stay active in the sport by coaching individuals and teams in the area.
CFA, CAIA, CPA, FRM
Sr. Investment Analyst and Tax Consultant
Sarah provides analysis for the firm’s proprietary investment models, supports in offering market commentary and insights, and assists in tax preparation and consultation. She holds a Master of Finance degree from Tulane University and a Master of Accounting degree from the College of William & Mary. She enjoys traveling, reading, and spending time with her family and friends.
Tax & Planning Associate
Katherine provides support in tax preparation, business filings, and projections. Additionally, she provides important analysis across all of the various planning areas. She holds a Bachelors degree in Accounting and Finance from the Virginia Tech.
Client Support Specialist
Pat has over 25 years of experience in financial and insurance customer service. She handles all client service matters, making the experience enjoyable and effortless. She enjoys spending time with her family and friends, as well as yoga, Hokie football, gardening, reading and traveling.