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.
Dawn McAllen, CFP®
President, Financial Advisor
(704) 912-4210
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...
Kate Kehoe
Operations Manager
(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...
Caitlin Gilman
Registered Associate
(704) 912-4210
caitlin.gilman@frameworkfp.com
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...
Krissy Espey
Client and Marketing Communications
(704)912-4210
Krissy joined Framework Financial Planning in March 2019. She works on client and marketing communications as well as streamlining in-office procedures. Krissy has been a stay at home mom for the past 10 years. Prior to having children...