Dawn joined Family Wealth Management, Inc. in 1998 to pursue her interest in providing comprehensive tax and financial planning to business owners, professionals, retirees and high net worth individuals. Dawn has more than 15 years professional experience. Her areas of specialization include S corporation and shareholder taxation, family group tax planning, and trust taxation. Dawn is also responsible for drafting financial plans, gathering client data, preparing retirement projections and running a variety of computer simulations.

Dawn received her BS in Accounting and her Master of Science in Taxation from Bentley University. She is a member of the Massachusetts Society of Certified Public Accountants.

Outside the office, Dawn enjoys spending time with her husband Michael and their two children, Marissa and Dominic. An avid runner, Dawn has also participated in several half-marathons.