About
Dawn
Dawn has more than 25 years of experience in providing wealth management and financial planning solutions to clients. From her experience working in large corporations, Dawn understands the challenges and financial issues that many business executives, owners, and professionals face. She enjoys helping successful individuals manage the dynamics that come into play when couples plan for their retirement. She also works with family leaders and their children to effectively transition and manage generational wealth.
Dawn is a sought-after speaker whose intelligent, down-to-earth message resonates with clients in every stage of life. She has appeared on WTOP radio, NASDAQ Live, Yahoo Finance, and WJLA/TV 7 Let’s Talk Live, and is frequently quoted in the media. As a co-founder of Her Wealth®, Dawn draws on her vast experience to inform and educate women about financial issues that are relevant to them. She enjoys inspiring and empowering single breadwinner parents and women who may be in transition from a divorce or loss of a spouse.
Prior to joining Focus Partners Wealth, Dawn worked in large corporations, including Ford, Nissan, and Southern California Edison, and served as Senior Wealth Advisor and Director of Education at Bridgewater Wealth & Financial Management. She also served as an adjunct professor of financial planning for the University of Maryland Global Campus and led the Investment Committee and served on the Board of Montgomery Hospice.
Education and Professional Milestones
-Grove City College - bachelor’s degree in financial planning and economics
-University of Maryland – MBA in accounting and corporate finance
Dawn has more than 25 years of experience in providing wealth management and financial planning solutions to clients. From her experience working in large corporations, Dawn understands the challenges and financial issues that many business executives, owners, and professionals face. She enjoys helping successful individuals manage the dynamics that come into play when couples plan for their retirement. She also works with family leaders and their children to effectively transition and manage generational wealth.
Dawn is a sought-after speaker whose intelligent, down-to-earth message resonates with clients in every stage of life. She has appeared on WTOP radio, NASDAQ Live, Yahoo Finance, and WJLA/TV 7 Let’s Talk Live, and is frequently quoted in the media. As a co-founder of Her Wealth®, Dawn draws on her vast experience to inform and educate women about financial issues that are relevant to them. She enjoys inspiring and empowering single breadwinner parents and women who may be in transition from a divorce or loss of a spouse.
Prior to joining Focus Partners Wealth, Dawn worked in large corporations, including Ford, Nissan, and Southern California Edison, and served as Senior Wealth Advisor and Director of Education at Bridgewater Wealth & Financial Management. She also served as an adjunct professor of financial planning for the University of Maryland Global Campus and led the Investment Committee and served on the Board of Montgomery Hospice.
Education and Professional Milestones
-Grove City College - bachelor’s degree in financial planning and economics
-University of Maryland – MBA in accounting and corporate finance