Dawn is an LPL Financial Advisor dedicated to helping you toward achieving your short- and long-term financial goals. She will work closely with you to formulate a clear and specific investment plan that is customized with a focus on tax advantaged wealth accumulation and preservation strategies, encompassing investment analysis, investment management, estate planning, risk management and succession planning. Dawn has worked in the financial services industry since 1996. Integrity, experience, dedication and personal relationships have earned Dawn the respect and admiration of her clients, associates and throughout the entire Houston Community.
Education
Cannon Financial Planning Course, 2001. St. Thomas University, Certified Financial Planner Course, 1999. Lamar University, Bachelor of Science, 1992
Professional Certificates
FINRA Series 7, Series 63, Series 65 securities registrations held through LPL Financial. Life, Health and Variable annuities Insurance License, Texas
Community
Child Advocate, Child Abuse Task Force, The Humane Society, ASPCA, Cancer Fighters of Houston, Former President& current Board Member of The Woman’s Club of Houston, Former President & Board Member of Houston’s Space City Snow Ski Club, Houston Fraternal Order of Eagles, Height’s Women’s Club, Heights Chamber of Commerce, Southeast Texas Apartment Association’s Manager of the Year, Lamar University Bess Gentry Finalist awarded to the Top 10 Female Graduating Seniors, Vice President of Lamar’s Female Honor Society Cap & Gown , President of the Lamar’s Professional Communication Association.
Getting to know Dawn
Favorite Food: Sushi
Best piece of financial advice received: “Don’t go broke trying to look rich, act your wage.”
Favorite holiday: Christmas
Favorite movie: Con Air
Hidden talent: Dawn was a DJ with an “on air” personality
If Dawn could meet anyone, past or present, it would be: Ann Frank
What motivates Dawn: Helping the hopeless find hope
Place Dawn would most like to visit: Historical Grecian Islands
Favorite book: The Travelers Gift
Biggest accomplishment: A happy child