- Onboarding Advisors with RIA / Schwab Transitions
- Opening new accounts and transferring assets
- Troubleshooting account issues
- Assist onboarding Advisors with operational issues
Dawn joined Western Wealth in June 2019 as Transition Specialist in the DTC office. She is dedicated to supporting advisors as they transfer their business to Western Wealth on the RIA, Hybrid and LPL Corporate platforms. She has become our Schwab Advisor Center expert. She is focused providing an organized and seamless transition.
Dawn graduated from Northeastern Junior College in Sterling, Colorado with a degree in early childhood education. Although Dawn’s career path did not lead her into education, she began managing many different businesses ranging from a car dealership and magazine clearing house in Washington state, and after moving back to Colorado a local dental office. These experiences have given her the ability to assist Western Wealth’s new advisors in managing their transition in a very stressful season of their career.
Dawn, a Colorado native, now lives in Castle Rock, Colorado with her husband of 15 years, Art, and her 2 pups, Gracie and Luna. Dawn enjoys cooking, golfing, hiking and traveling when she is not buried in paperwork.