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Dawn Lane

Senior Investment Advisor


Dawn has over 25 years of experience in the financial services industry, having worked diligently over that time to become further accredited to better serve clients.

She started with her Elder Planning Counselor accreditation to understand the aging population and the specific needs of that demographic.  In 2010 she received her Certified Financial Planner designation and continued studying to acquire the Certified Life Underwriter designation in 2011 and the Registered Retirement Consultant designation in 2015, and her Chartered Investment Manager designation to become a Portfolio Manager in 2021

On her day’s away from the office you will find her spending time in nature, hiking, boating, and just enjoying the outdoors with friends and family.

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