Client Services Specialist
Dawn is the most recent member to join Guided Wealth Partners and has brought over 33 years of experience in the financial planning industry. She has been an integral team player in financial analysis, operations and client account service. Dawn has a strong passion for serving people and enjoys guiding clients through their financial journey.
Dawn graduated from Alfred University with a Bachelor of Science in Business Administration with a concentration in Finance. She is a Certified Financial Planner™ professional and has received financial paraplanner and tax preparation coursework.
Dawn resides in Hendersonville, TN along with her husband and two precious daughters. She enjoys exploring new areas, hiking, gardening, real estate investing and time with friends. Dawn’s family loves water sports and spends much time on our beautiful Tennessee lakes.