Episode #22: Dominic Monk, CFP®, CPWA®, CIMA®
Update: 2025-07-07
Description
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.
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