Dawn is Financial Advisor with Wells Fargo Advisor with over two decades in the financial services industry. She holds the Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisor (NAPA). Her experience includes serving in leadership and advisory roles such as Branch Manager, Private Client Banker, and Financial Advisor for Fortune 500 companies. Dawn guides her clients through a comprehensive planning process, developing personalized investment, retirement, tax-efficient, estate and wealth transfer strategies designed to help them pursue their financial and life goals with confidence.
