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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
As the first point of contact for many of our clients, Dawn brings warmth, professionalism, and a genuine love for helping others to her role as Receptionist. Dawn’s passion for learning extends beyond the workplace; she is dedicated to everyday learning, whether through her studies in French, exploring creativity, or tending to her garden.
Dawn’s commitment to service and her community is evident in her recent involvement at a nearby equestrian arena, where she assists with various therapeutic programs. Additionally, she is a devoted supporter of the Children’s Heart Foundation, a cause she cares deeply about.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
