Dawn leads all client services and wealth advisory processes for the Frisco office in addition to setting direction for holistic wealth planning strategies across the firm at large.
Dawn began her career in the financial services industry in 1996 and brings a vast range of experience to the team as a financial advisor, a training coach for advisors, and manager of a support team for advisors. Today, she specializes in strategic financial planning for owners of closely held businesses as well as sustaining lifetime income planning for individuals approaching or already in retirement.
Originally from Georgia, Dawn is a graduate of the University of Georgia and has earned both the Certified Financial Planner™ (CFP®) and Chartered life Underwriter (CLU) professional designations. She is also securities and insurance licensed.
Community & Service
Dawn actively contributes service time with her daughter to the National Charity League (NCL) of Plano, contributing time to Rainbow Days, Meals on Wheels and several other organizations.. Dawn was an active volunteer for Meals on Wheels in Georgia.
Something More About Dawn
Originally from Georgia, Dawn relocated on her own to Texas to launch her financial advisory career. Although finding Texas home, Dawn moved back to Georgia for a time… before realizing that Texas was home. Dawn still has family and friends in Georgia and maintains her fervent love for Georgia football!!