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Dawn McAllen, CFP®

Dawn McAllen, CFP®

President, Financial Advisor

Dawn has spent over 25 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 pursuing 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.   Not getting or asking for help is a path 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 ten-year-old tiny tornado Emma and thirteen-year-old gentle giant Mason,
  • wife of The Yoga Dude (for real-,
  • eldest 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.