Dawn Carey is a Certified Financial Fiduciary Advisor and an independent Financial Investment Advisor who specializes in retirement and financial planning. Dawn graduated from Franklin University with a dual major in business and accounting and continued her education at Central Michigan with her MBA. She also holds a financial series 66 security license, many state insurance licenses and also hold a CFF designation. Her well-established financial career of over 25 years extends across many crucial areas of the financial arena, from retirement/ tax planning and assets under management to retirement distribution, insurance, annuities and social security. Dawn strongly believes the best interests of her clients MUST always come first. It’s their hopes, dreams and needs that matter the most. Dawn has always said, “I want my clients to feel empowered, embrace life’s financial challenges and be in control of their money.”
Dawn has always had a passion for finance and a deep desire to help individuals achieve their financial goals. This driving passion has led her to become a Certified Financial Fiduciary Educational Instructor so she can help guide her clients through their planned and unplanned financial journeys. Not only does this allow her to combine her own life experiences and her financial expertise, but it also allows her to help make a meaningful impact on her clients’ lives. Dawn has said many times, “I absolutely love sharing my knowledge and seeing the “aha” moments of each of my clients when they start to see things click for them. It’s incredibly rewarding to see them become more confident and secure about the choices they make for their financial futures.”
Dawn believes there is nothing more important than Integrity, Honesty and Transparency. You can see these values and more from her in the work she does for her clients.
Dawn strong faith fuels her work ethic and dedication to her clients. When not meeting with clients or out in the community leading educational financial workshops, Dawn can be found doing Pilates, Yoga, Golfing or volunteering for her local church or community