Dino brings more than four decades of experience in financial services to his work helping individuals and families clarify their goals, understand their financial options, and make confident decisions about their future. He specializes in personalized wealth management and retirement planning, taking the time to listen, learn, and tailor strategies that align with each client’s objectives and risk tolerance. His approach centers on one-on-one relationships built on trust, transparency, and meaningful conversation.
Over the course of his career, Dino has held leadership and advisory roles across the financial industry, including positions as a financial advisor, vice president overseeing multiple branch offices, and director of Business Development for Retirement Plan Services at Federated Investors. Dino has completed executive training programs at both the Wharton School of Business (University of Pennsylvania) and Duke University, experiences that have deepened his perspective on markets, management, and client service.
Outside the office, he stays active through music, sports, and exercise, and enjoys spending quality time with his two adult children, who continue to inspire his passion for helping others plan for the future with purpose and clarity.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
