Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Who We Are

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dawn McAllen, CFP®

President, Financial Advisor

(980) 272-5838

(704) 912-4210

[email protected]

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...

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Kate Kehoe

Client Services Associate

(980) 272-5838

(704) 912-4210

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...
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Caitlin Gilman

Registered Associate

(980) 272-5838

(704) 912-4210

[email protected]

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...

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