“For Dawn, it's about the relationship. Getting to know you, your goals and dreams. She assists the Financial Advisors in developing a plan for their clients and work towards the goal of having their clients objectives met and exceeded.
Dawn is a native of Columbus, Ohio and attended the University of Cincinnati. It was following school that she laid down roots and made the Cincinnati area her home. Dawn has three children and two grandchildren. She enjoys spending time with her family, cooking, gardening and all kinds of sports.
Dawn has over two decades of experience in the financial services business with a strong focus on insurance planning. She holds a Series 6 & 63 license, Life and Health insurance license, along with the CLU® designation.