Operations Director & Client Relationship Manager
Dawn joined our firm in 2007 and plays an integral role in the operations of our firm. Over the years, she has served in many capacities within the organization, with the common denominator of caring for our clients and furthering our firm’s mission. It is this experience and commitment that has Dawn uniquely qualified to oversee all aspects of Summit Group of Virginia’s operational effectiveness.
Dawn is a graduate of Radford University where she earned a B.S. in Psychology. She is currently involved as a volunteer raising both money and awareness for pediatric food allergies. She is also a member of the Operations Advisory Board for AssetMark, one of the industry’s leading Registered Investment Advisory (RIA) platforms.
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.
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