Dawn joined our firm in 2007 and currently serves as our Client Relationship Manager. Over the years, she has played many roles within our organization, with the common denominator of always taking care of our clients. From new case proposals to addressing the day-to-day needs of our clients, it is incumbent upon Dawn to deliver.
Dawn is a graduate of Radford University where she earned a B.S. in Psychology. She is currently involved as a volunteer raising both money and awareness for pediatric cancer. She is also a member of the Operations Advisory Board for AssetMark, one of the industry’s leading Registered Investment Advisory (RIA) platforms.