About Dawn
Dawn has provided wealth management and financial planning solutions for clients for over 25 years. She understands the challenges and financial needs of women in transition, single-breadwinner parents, executives, entrepreneurs, and wealthy families. Her experience working in large corporations gives Dawn unique insight into the financial issues that many business executives, owners, and professionals face. She enjoys providing financial advice and solutions for successful individuals and managing the dynamics that may come into play when managing family wealth.
Dawn also enjoys educating and empowering women about their finances and is a sought-after speaker whose intelligent, down-to-earth message resonates with women 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 also serves as an adjunct professor of financial planning for University of Maryland Global Campus.
Education and Professional Milestones
-Grove City College, Pennsylvania - bachelor of arts in financial planning and economics
-University of Maryland - master of business administration in accounting and corporate finance
-Has worked in large corporations, including Ford, Nissan, and Southern California Edison
-Was a senior wealth advisor and director of education at Bridgewater Wealth & Financial Management
-Serves on the board of Montgomery Hospice
-Has been an adjunct professor of financial planning for the University of Maryland Global Campus
Dawn has provided wealth management and financial planning solutions for clients for over 25 years. She understands the challenges and financial needs of women in transition, single-breadwinner parents, executives, entrepreneurs, and wealthy families. Her experience working in large corporations gives Dawn unique insight into the financial issues that many business executives, owners, and professionals face. She enjoys providing financial advice and solutions for successful individuals and managing the dynamics that may come into play when managing family wealth.
Dawn also enjoys educating and empowering women about their finances and is a sought-after speaker whose intelligent, down-to-earth message resonates with women 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 also serves as an adjunct professor of financial planning for University of Maryland Global Campus.
Education and Professional Milestones
-Grove City College, Pennsylvania - bachelor of arts in financial planning and economics
-University of Maryland - master of business administration in accounting and corporate finance
-Has worked in large corporations, including Ford, Nissan, and Southern California Edison
-Was a senior wealth advisor and director of education at Bridgewater Wealth & Financial Management
-Serves on the board of Montgomery Hospice
-Has been an adjunct professor of financial planning for the University of Maryland Global Campus