Helping people live their dreams – that’s what drives and motivates Dawn. Listening to the wants and desires of her clients, she uses a commonsense, pragmatic approach helping them understand their financial situation, analyzing their investment portfolio and working towards their goals whether it is retirement planning, income planning, education saving or insurance needs (life or long-term care). She enjoys creating a welcoming environment for both her advisors and clients where they feel comfortable in discussing portfolio construction and options.Although she spent much of her childhood in Muncie, IN, she now considers herself a full-fledged North Carolinian. A business graduate of UNC-Chapel Hill, Dawn entered financial planning after realizing that most of her peers had little financial knowledge. She has been a personal financial advisor since 1998 and Branch Manager of Baker Financial Group since 2000.Her desire to understand and solve problems combined with her can-do Midwestern attitude makes her a formidable advocate for clients. She knows where the pitfalls are and helps clients avoid the hazards so they can achieve their financial goals. She extends these organizational skills to her entire branch and has been invited to speak at national conventions of her broker-dealer to address successful branch management strategies.In addition to her being the primary Branch Manager, Dawn is a civic volunteer, participates in charity runs, and is active in her daughter’s school. She is an outdoor enthusiast and enjoys running, swimming, traveling and spending as much time as she can with her family.She lives in Lake Wylie with her daughter, Jordan, husband, Jason, and their two pups - Bubbles and Coco.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Baker Wealth Management and Cambridge Investment Research are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Listed skills include Wealth Management, Strategic Financial Planning, Mutual Funds, Retirement Planning, and 8 others.
