Dawn is a CERTIFIED FINANCIAL PLANNER™️ professional with over 25 years of experience in trust/estate administration and wealth management. She and her team advise and administer MTC’s fiduciary risk management program. Dawn also serves as a subject matter expert and provides fiduciary oversight and support to trust officers and financial advisors, primarily in the Western and Northwestern regions of the United States.

Dawn is a member of MTC’s Special Needs Trust Administration Committee, and a member of the Women’s Estate Planning Council of Denver. She is a passionate scuba diver and shark lover, and she can always be found somewhere deep in the Caribbean Ocean during her free time!