Meet the Team - PreciseFP

Meet the Team

Get to Know the People Behind PreciseFP

Domink Fomicz

Domink Fomicz

Full-Stack Software Engineer

Dominik is a full-stack engineer with over 5 years of experience.

During his career, he worked in multiple companies across Europe creating CRMs and mobile apps. He joined PreciseFP in 2023 as a young padawan. In his free time, he enjoys running and doing street workouts.

Nora Gallegos

Nora Gallegos

Financial Planning Thought Leader

Delighted to be a part of the PreciseFP family since 2023, Nora Gallegos is the Financial Planning Content Thought Leader.

Armed with a journalism degree and a master’s in business, she has spent over a decade in financial technology, dedicated to helping financial advisors with practice management and technology best practices. At PreciseFP, she orchestrates webinars, nurtures partnerships, fosters our Skool community, and refines marketing materials. In addition to pursuing her CFP certification, she embraces the joys of motherhood with her three little ones, always accompanied by a cup of coffee. 

 

 

Ryan George

Ryan George

Chief Marketing Officer

Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.

He serves as the company’s “chief diplomat”, evangelizing the company’s people, solutions, and brand across the financial services/wealth management industry. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives.

Ryan has spent all of his two-decade career within the financial advice and investment space, previously serving many as Assistant Vice President of Marketing and Communications at 1st Global, where he was responsible for executing growth, sales, and marketing strategies and leading his team in promoting the 1st Global brand. He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.

George actively engages in leadership roles in both the financial services and marketing communications communities, and his leadership earned him the honor of inclusion in the ThinkAdvisor LUMINARIES Class of 2022 (Finalist) and Chief Marketing Officer of the Year (Finalist) in 2019 from WealthManagement.com. He’s previously served as chair of the Financial Services Institute’s Marketing, Growth, and Development Council, comprised of high-level sales, marketing, and business development executives from across the industry. George is also a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives, the CMO Council and the CMO Club.

Ryan, a graduate from the University of Texas at Austin, is passionate about the power of sound financial planning and the pursuit of a purpose-driven career. He enjoys connecting the work others do with how it serves to meet the needs of others daily.

Nathan Lentz

Nathan Lentz

Customer Support Specialist

Nate has been with PreciseFP since 2019, working remotely from Northern Minnesota where he lives with his wife and their cat, Beanie.

He brings 20 years of award-winning customer service experience to the support team and takes pride in anticipating your needs and exceeding expectations. When he is not expertly addressing your queries, he enjoys fishing and gaming of all kinds – from co-op video games with his family to playing D&D with his friends online.

Marcin Limont

Marcin Limont

Quality Assurance

debbie miller

Debbie Miller

VP, Support and Training

Debbie Miller, Vice President of Support and Training, has 17 years of experience in the financial services industry spanning retail banking, corporate and investment banking, and six years at one of the largest TAMPs in the industry.

Debbie has had the opportunity to develop a deep understanding of the industry and client needs. Throughout her career, she has held various client-facing roles and has gained invaluable insights that have helped her succeed in driving business growth and success.

In February of 2024, she was named Vice President of Support and Training at Docupace. In this role, Debbie continues to leverage her expertise to drive her teams toward achieving collective goals and exceeding client expectations.

Her success is driven by her ability to align the firm’s vision, her clients’ vision, and her employees’ personal visions. She has a proven track record of success in locating and driving initiatives through an understanding of both short-term and long-term strategic and operational goals. She’s dedicated to delivering value and exceeding expectations for all stakeholders.

Debbie is passionate about creating innovative solutions and driving results that make a meaningful impact. She looks forward to continuing to drive growth and success in the financial services industry.

Darby Miner

Darby Miner

Customer Support Specialist

Darby is a Customer Care Support Specialist for PreciseFP, as well as a former Advisor Transitions Specialist for Docupace Technologies.

In her experience with transitions, she utilized best practices to help advisors remain compliant while transferring their business and created efficiencies to simplify and assuage stressors during the process. As a Customer Support Specialist, she facilitates trainings via Zoom and live chat to ensure PreciseFP users are acclimated to the software and receive excellent assistance when requested. When she is not providing support for PreciseFP, she is likely out for a long walk with her two dogs, Piper and Teddy.

Courtney Peek

Courtney Peek

Support Specialist, Team Manager

Courtney brings over two decades of extensive customer service experience to her role as the manager of the customer support team at PreciseFP, having joined the company in January of 2015.

With a diverse background in the insurance, retirement, and banking sectors, Courtney possesses a deep understanding of client needs and a proven track record of delivering exceptional service. She is dedicated to ensuring that every user’s experience with PreciseFP exceeds expectations, consistently striving for excellence in all aspects of her work.

Outside of her professional endeavors, Courtney finds joy in immersing herself in a good book, exploring new destinations through travel, and cherishing quality time spent with her husband, two children, and two dogs.

Daniel Rebelo

Daniel Rebelo

Head of Development

Daniel is a solutions architect with over 20 years of experience in the information technology and services industry.

During his career, Daniel worked in multiple companies across Europe, delivering software solutions for the financial, healthcare, human resources, and e-commerce markets. He joined PreciseFP in 2014 as Head of Development and has been responsible for the development cycle ever since. Daniel holds an Engineer’s degree in Computer Science from IPL Institute in Portugal.
 
In his free time, he enjoys spending time with his family, traveling, biking and hiking.
Sebastian Skwarek​

Sebastian Skwarek

Co-founder
EVP, Engineering, Docupace
President, Docupace Europe

Sebastian is an accomplished entrepreneur and seasoned IT professional with over 25 years of experience and a co-founder of PreciseFP.

Starting his IT career over 25 years ago as a consultant in various sectors such as Financial, Insurance, and Government, Sebastian quickly moved on to become an innovative entrepreneur, establishing multiple successful consulting firms, products, and solutions globally.

Sebastian was born in Poland, educated in Canada, then spent the first half of his career in the United States. Sebastian returned to Poland to better acquaint himself with the IT talent there. Upon discovering the vast, untapped talented resources available, he decided to stay and ultimately established a multimillion-dollar consulting firm servicing the insurance and banking industry.

Sebastian brings to Docupace a leadership focus on sustaining and evolving the culture, establishing priorities, and building operational behaviors and habits within Engineering. His unique life and career path have perfectly prepared him with a wealth of knowledge, connections, and expertise to do so.

Richard Thoeny

Richard Thoeny

Executive Vice President, Product & Strategy​

Richard is a visionary product management and strategy executive with 25+ years of experience optimizing best-in-class strategies, products and solutions with great passion and energy.

A reputation for building and managing high-performing teams, creating new, profitable revenue streams and maximizing investments in people and technology while increasing overall profitability. A results-driven, imaginative leader with a long track record of success. His career spans 25+ years all within financial services either running and managing brokerage and clearing firms or developing product for financial services. Prior to joining Docupace as Vice President of Product Management in 2014, Richard held positions including  SVP of Product Management at Fetter Logic; SVP of Operations for Axos Clearing; VP of Product Management with Talisys Software Systems and he co-founded HybridTrading, a financial services firm specializing in both discount brokerage and advisory services. Richard graduated from Gonzaga University with a B.A. in Finance, was an equities and options trader and held FINRA licenses 4, 6, 7, 24, and 63 and currently holds Department of Homeland Security cyber security certifications CIA, CW TTP’s 1 and SSI.

Michael Vossler

Michael Vossler

Chief Revenue Officer

Michael Vossler, an incredibly accomplished sales leader, who is widely respected throughout the financial services industry, is the Chief Revenue Officer.

He has also served in executive roles at SunGard (now FIS), Lumesis, and AST Financial.

In his nearly two decades at SunGard Capital Markets (now FIS), Michael achieved substantial success, first leading professional services teams in Frankfurt, London, and the Americas. He then transitioned to SunGard’s sales organization, where he ended his tenure as senior vice president and managing director for the Americas, heading the North American and Latin America markets. He then joined an early-stage Lumesis, Inc. to build the sales infrastructure, and team, to expand the suite of SaaS solutions serving the wealth management sector. Most recently, Michael was the executive vice president for AST Financial, where he restructured the U.S. sales organization, implemented a new go-to-market strategy, and helped transform the company to a technology-led professional services model with the launch of a SaaS and data platform.

Ilva Zile

Product Architect

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.