Dawn’s main areas of focus involve developing a strong relationship with her clients and creating custom, proactive financial strategies given today’s ever-changing economy. Qualified retirement plan design and implementation, tax reduction strategies and discriminatory planning for key employees are just a few of the tools that Dawn and her team use to help business owners accomplish their goals.

In addition, Dawn focuses on the education and development of relationships to top women executives looking for strong, effective financial strategies by providing enjoyable educational and social events. Through a published newsletter, she shares her experiences as well as those of many of her clientele to help them understand that each person’s planning is unique and can be enhanced by taking advantage of a team approach to financial planning.

Dawn received her Bachelors of Science degree in education in 1983 from the University of Wisconsin Stout and holds multiple FINRA registrations, including FINRA Series 6,7 and 66. In addition, she is an Accredited Investment Fiduciary (AIF®) and is licensed for risk management products in multiple states.

As a business owner herself, Dawn is involved with National Association of Women Business Owners (NAWBO). When not working, she loves spending time with her husband, five children and four grandchildren. She enjoys volunteering with her church. Raised in Wisconsin, Dawn has a deep appreciation for the outdoors and loves to bike, swim, golf and go fishing as time allows.

Locations Served