Co Founder & COO
Although Dawn grew-up in Indiana, she now considers herself a full-fledged North Carolinian. A business graduate of UNC-Chapel Hill, Dawn entered financial planning after realizing that most of her peers had little financial knowledge. She has been a personal financial advisor since 1998 and Branch Manager of Baker Financial Group since 2000.
Her desire to understand and solve problems combined with her can-do Midwestern attitude makes her a formidable advocate for clients. She knows where the pitfalls are and helps clients avoid the hazards so they can achieve their financial goals. She extends these organizational skills to her entire branch and has been invited to speak at national conventions of her broker-dealer to address successful branch management strategies.
In addition to her being the primary Branch Manager, Dawn is a civic volunteer, participates in charity runs, and is active in her daughter’s school. She is an outdoor enthusiast and enjoys running, swimming, traveling and spending as much time as she can with her family.
She lives in Lake Wylie with her daughter, Jordan, husband, Jason, and their six pound dog Greenspan.