Philosophy

Dawn has been helping individuals, families, and business owners her entire career by building long-lasting relationships with honesty, integrity,and straight-forward strategies to financial challenges. The goal of Dawn's practice is to bring practical and understandable strategies to the ever-changing world of personal finance and family protection. By uncovering challenges, educating people and their families, and giving financial confidence to clients, Dawn gains trust and earns loyalty.

Specialization

Dawn’s practice is diverse and ranges from advocating for senior financial support to assisting business owners with a healthy business transfer upon retirement. She welcomes a good challenge and loves to advocate where she is most needed. An opportunity to protect someone and help them achieve their goals is what makes her thrive.

Earned Success

With over 15 years in Financial Services and having owned multiple businesses Dawn brings a breadth of knowledge and experience to every unique client situation. Her passion for learning about people and what they need most is what has made Dawn so successful; she truly cares about the people as well as the outcome and it shows with every interaction.

Background

Born in Orange County to two hard working people that believed in honesty and service; Dawn continues this tradition in her Financial Advisory practice. Dawn lives in Brea with her young daughter. She also actively participates in numerous volunteer activities with California State University, Long Beach, her father’s ministry and other local organizations that educate the next generation of workforce.

Commitment to Education

A strong commitment to knowledge in changing times and keeping apprised of opportunities to help in a challenging economic landscape is a priority to Dawn. She most recently earned the Retirement Income Certified Professional® designation and brings with it an MBA in International Business.