Meet the Team
Get to Know the People Behind PreciseFP
Domink Fomicz
Full-Stack Software Engineer
Dominik is a full-stack engineer with over 5 years of experience.
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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
Financial Planning Thought Leader
Delighted to be a part of the PreciseFP family since 2023, Nora Gallegos is the Financial Planning Content Thought Leader.
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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
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.
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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
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.
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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
Quality Assurance
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Pavlo Matushchak
PHP Full Stack Developer
With strong expertise in Laravel, Vue.js, PHP, along with a strong business acumen, Pavlo excels in both technical skills and customer needs.
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Pavlo has a proven track record of independently managing project development, translating customer needs into high-value solutions, and effectively communicating complex technical concepts to non-technical stakeholders. Most recently, Pavlo was a Full Stack Developer for InterLogic where he worked to enhance their B2B evaluation platform using Laravel and Vue.js to prepare the platform for scalable growth.
As a full-stack developer, Pavlo has made understanding the business value of the delivered product his top priority. By combining this focus with his creativity, he creates innovative solutions that truly align with what he loves about his career.
Building connections with inspiring people is a cornerstone of his personal and professional life. Outside of tech, he is a professional piano player and engages in sports to keep both his mind and body in top shape for tackling new challenges. His approach ensures that he not only excels in his work but also continues to grow and stay passionate about what he does.
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.
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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
Customer Support Specialist
Darby is a Customer Care Support Specialist for PreciseFP, as well as a former Advisor Transitions Specialist for Docupace Technologies.
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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
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.
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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 two children and two dogs.
Daniel Rebelo
Head of Development
Daniel is a solutions architect with over 20 years of experience in the information technology and services industry.
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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.
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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
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.
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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.
Ashley Treangen
Head of Communications
Ashley Treangen serves as the Head of Communications and is responsible for facilitating the company’s marketing and communications efforts, including ongoing emails, website management, content creation, digital advertising, and targeted campaigns.
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She serves as a key liaison for external public relations/marketing agencies and internal stakeholders and works to define Docupace’s marketing and communications strategy, identifies revenue-generating opportunities, and works in collaboration with her team to ensure the company delivers well-crafted messages to identified target audiences. Recently, the marketing team was named a finalist for the Luminaries Awards 2024 for Excellence in Marketing & PR.
For nearly 20 years, Ashley has worked in industries such as technology, finance, QSR, collegiate athletics, gaming, and RPA and has sat on both the client and agency side. She has experience in event marketing, brand management, product management, and digital marketing.
Ashley has a Bachelor’s Degree from the University of Texas at Austin. She resides in Brentwood, Tennessee with her husband and three children. In her free time, she enjoys coaching her daughter’s softball team, serving on the executive board of her children’s elementary school PTO, and was honored with the 2024 Shining Apple Award as the top volunteer for the school.
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.
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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
lva is the Product Architect at Docupace, bringing over 20 years of experience in the software industry.
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At PreciseFP, she primarily focuses on integration design and is excited about tackling challenges in her work. In her free time, she enjoys reading books and taking walks.
