Dominic Petrone

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Data Analyst

As a data analyst, I strive to make the best use of data available to support the rest of the investment team in handling our clients investments. Additionally, I work to improve our internal processes and ensure our client’s accounts are transmitting up to date and accurate information. My mission is to make use of the plentiful data available to us, to make sure our clients accounts are being used in the most beneficial way, to help them achieve their goals.

Career History

  • Bedel Financial Consulting, Inc., Data Analyst
  • Truss Wealth Advisors, Financial Planning Associate

Education and Licenses

  • Bachelor’s Degree in Economics, International Business Concentration, Purdue University


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Jun 10, 2024

Is China a Reliable Investment Market?

Unique opportunities within industries combined with a low valuation can create an environment for great investments. And while China has such an environment, the risks are quite sizeable.

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Mar 18, 2024

How Easy is it to Buy a House in 2024?

When factoring in mortgage rates, the story does not look better. Mortgage rates have increased from 2.79% to 6.5%, with rates peaking in October 2023 at 7.7%. While this does not impact the down payment needed for a home, it greatly affects the monthly payment.