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Part of the Team

Posted on: January 18, 2011 |

Most of you have spoken with or met Dawn Doebler. She is an integral part of our “team” approach to wealth management, and it dawned on me (pun intended) that many of you really don’t know much about her. In today’s world of folks with questionable business ethics, molesters, scam artists, and troubled souls I’m proud to report that Dawn Doebler is none of these.

Dawn has an interest in a variety of women’s issues and her passion has recently led to a role as pro bono  Executive Producer for an independent documentary film entitled “Lipstick and Liquor: A documentary to inspire a new dialogue” on alcoholism.  With John’s help, Dawn manages the business aspects of the film, and is coordinating the film’s premier events nationwide.  Expect a link to the film’s trailer coming soon.

Dawn also advises the Board of We Refuse Abuse, a non-profit magazine that promotes awareness of and services for victims of domestic violence.  Dawn served as emcee of the organization’s launch, and also writes a quarterly column addressing the financial impacts of domestic violence on families.  She works alongside other board members to promote the organization’s commitment to “Inspire, Empower, Educate, and Save a Life!  Be A Neighbor’s Keeper”.  Her role in this organization led to work promoting projects benefiting women in under-developed areas in Africa. Dawn also works with non-profit organizations and charitable giving on behalf of our clients.

Dawn has a long list of academic credentials.  She attended Grove City College where she majored in Financial Planning and Economics.  She received a full tuition scholarship to obtain an M.B.A. in Finance and Accounting from the University of Maryland.   Dawn holds the Certified Financial Planner designation, and is also a Certified Public Accountant in the State of Maryland. While she does not do taxes, she does converse with our client’s accountants on a professional level that may well enhance the client’s financial situation.

In addition to these academic credentials, Dawn’s portfolio of professional experience equips her to work with our diverse group of clients.  She has held positions as Consultant, Investment Manager, and Senior Wealth Manager. Prior to her work in the investment management industry, Dawn held various managerial roles providing financial analysis for senior executive management at Ford Motor Corporation and Nissan Motors. She also consulted with multinational corporations, including Toyota and Honda, on large-scale financial systems implementation projects.  Dawn continued her career at Southern California Edison where she advised senior management on Corporate Treasury issues, including determination of the annual dividend payout to investors.

Dawn has been invited for TV appearances and is a frequent speaker at industry events and investor meetings on topics including management of investment advisory firms, retirement planning, behavioral finance, and women and their money.  She is a member of the National Association of Personal Financial Advisors and is a national board member of their School of Practice Management.

Dawn has a daughter in middle school and son in high school. She actively pursues yoga and swimming.

We hope you will have an opportunity to meet Dawn and to benefit from her unique combination of professional credentials and personal attributes.   On top of all this, she is just plain nice.

John

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