Framework Financial Planning

CONNECT

Address:

9307 Monroe Road, Ste J
Charlotte, NC 28270

Phone:

Office 980-272-5838,

Fax/Other:

704-912-4210

Who We Are

Dawn McAllen, CFP®

President, Financial Advisor

Dawn has spent over 20 years in the financial industry, working at two major investment firms from 1996 to 2015, before leaving corporate world to start her own financial services business focusing on holistic planning.  She prides herself on helping clients get to the root of what they want their money to accomplish for them.  In doing this, she helps her clients turn their personal goals and needs into a comprehensive financial strategy and then works with them to make sure that strategy stays on course as life circumstances change.
 
Dawn's plans do not only address your money in terms of numbers, but in how it affects all the areas that your money touches; health, wealth, home and happiness.  She has a long-standing relationship with many of her current clients and is accepting new clients that are not just looking for asset management, but for a partnership in achieving their dreams.
 
“I know my clients are balancing as much as I am.  I've learned personally that having it all really means doing it all and not getting or asking for help is sets a course to a meltdown.  I love helping my clients by being a resource that can truly lighten their daily load and lead to positive change in their quality of life”.
 
Besides being her clients' Financial Advisor, Dawn is also a:

 

  • mom to five-year-old tiny tornado Emma and eight-year-old gentle giant Mason,
  • wife of The Yoga Dude (for real- www.theyogadude.com),
  • sister to six younger siblings and step siblings,
  • small business owner (yes, this is its own line item),
  • reader of way too many books,
  • runner of long distances (ask me!),
  • founding member of the buffy girls (don't ask me!).

She enjoys being outside (in the shade only), jigsaw puzzles, family game night, sci-fi movies, a good glass of wine and an even better glass of bourbon.  She hates facebook, loves running uphill and is not so secretly preparing for the zombie apocalypse.  

Dawn holds her FINRA Series 6, 7 and 65, as well as insurance licenses in many states.  She earned her CFP designation in 2007. Read here why this matters.
 
 
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Caitlin Gilman

Registered Associate

Caitin has worked in the financial industry in various roles for over 15 years. She began working as a bank teller and became fully licensed in 2004. She then worked at First Union / Wells Fargo for 10 years, where she served on the Financial Advisors Leadership Council, the Financial Advisor Social Commitee, Diversity Council and was a firm ambassador.  She continued her career as a financial advisor with Merrill Lynch until joining Framework Financial Planning.

Caitlin primarily focuses on helping Dawn and her clients create and manage a cultivated plan for their finances. She also assists with maintaining a high level of client contact and service.

 

Besides being her a resource for clients, Caitlin is also a:

  • mom to 24 year old Keairra and two four-legged rescues,
  • wife to Bob (a very patient man),
  • middle sister to six siblings and step siblings,
  • runner,
  • master Star Wars lego builder.

She enjoys reading all books (including Math and Physics), a nice meal with good wine, and the beach.

Caitlin holds her FINRA series 7,63, 66, CRSP and AWMA designations. 

 
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Kate Kehoe

Client Services Associate

Kate is responsible for processing the mountains of paperwork that accounts can sometimes require, schedules client appointments, and can help with most basic account questions and operational issues.

Before joining Dawn in 2015, she was primarily a homemaker and full time mom. Kate continues to volunteer with her children's school and church, but has now happily passed along her responsibilities as PTO President and church Committee Chair.

Kate is a graduate of the University of North Carolina at Chapel Hill. (Go Heels!) She started her career in financial services at the NC State Employees' Credit Union while in college and continued after graduation as a Loan Processor and Loan Officer.

As well as being first voice you hear on the phone, Kate is:

  • a mom to 12 year old Sean and 8 year old Meg,
  • wife to Ryan, our occasional IT consult,
  • owner of 2 energetic and lovable Australian Shepherds, Izzy and Cooper,
  • a geek about – cooking, great children's literature (wingardium leviosa!), board games, and crochet.

She loves seeing live music and theater, the beach, reading, tacos and spending time in the woods with her family.

*Kate Kehoe is not a registered representative with FSC Securities Corporation.

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Jane Walton

Marketing Coordinator

Jane is in charge of keeping you in touch with Dawn, through the website and social media channels, as well as helping to organize client events. She has a strong marketing background and worked for many years in a large international publishing firm, before taking a short break to have her two children. 

Originally from the UK, Jane has spent more than 10 years of her adult life working overseas in France, Mexico and Spain. As well as working for Dawn, she gets her linguistic kick by serving as an interpreter in the local school system and runs private language classes out of her Charlotte home.

 

As well as tinkering with web content, Jane is also:

  • a mom (or as she says, 'mum') to sweet five-year-old Leo and threenager Mia,
  • the wife of an eternally patient Special Education guru named Robert,
  • a thrift shopper extraordinaire,
  • an avid linguist and lover of food, wine and international travel.  The way to her heart is definitely through her stomach, and she's never quite sure where to call home.

*Jane Walton is not a registered representative with FSC Securities Corporation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck