Meet Our Team
“Never met a stranger” is a phrase used frequently when describing Dawn. Her strength is not only her understanding and knowledge of the banking business and trust administration, but also her relatability and genuine interest in people. This quality lends itself to the superior customer service and attention her clients deserve and have come to expect.
Dawn earned her Bachelor’s degree from Bellarmine University and is currently working to obtain CTFA designation through Cannon Financial Institute. Drawing on over nine years of experience in business management and five years in the financial industry, Dawn possesses the skill and savvy to design a financial strategy that helps people reach their financial goals.
In addition to her role as a wealth advisor, Dawn has devoted her time and support to several community organizations over the years, including St. Joseph’s Children’s Home, American Red Cross, Presentation Academy, and Harmony Elementary School. Carrying on this worthwhile family tradition of service and philanthropy, she is instilling these values in her children as well.Email Dawn