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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dawn Parks, CFP®, CLU

Owner, Director of Wealth Management and Planning

(469) 364-4620

(469) 476-1912

Dawn@sunnydayfinancial.com

Dawn is the Owner and Director of Wealth Management and Planning and leads all client services, wealth advisory processes, and sets the direction for holistic wealth planning strategies across the firm. Dawn began her career in the...

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Karen Umpierre

Wealth Management Associate

(469) 364-4620

(469) 476-1912

karen@sunnydayfinancial.com

Karen brings several years of financial client relations experience as a Financial Consultant at TIAA, a Relationship Banker at Chase Bank and as a Sales Assistant at Popular Securities; as well as holding both securities and insurance...

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