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Dawn Parks, CFP®, CLU

Dawn Parks, CFP®, CLU

Owner, Director of Wealth Management and Planning

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 financial services industry in 1996 and brings a vast range of experience as a financial advisor, a training coach for advisors, and manager of a support team for advisors. Today, she specializes in strategic financial planning for individuals as well as sustaining lifetime income planning approaching or already in retirement and planning for owners of closely held businesses.

Originally from Georgia, Dawn is a graduate of the University of Georgia and has earned both the CERTIFIED FINANCIAL PLANNER™ CFP® and Chartered life Underwriter (CLU) professional designations. She is also securities and insurance licensed.

Community & Service

Dawn actively contributes service time with her daughter to Rainbow Days, Meals on Wheels and several other organizations. Dawn was an active volunteer for Meals on Wheels in Georgia.

Dawn is an active member of the Richardson Chamber of Commerce, serving on the Women in Leadership committee and marketing subcommittee.


Something More About Dawn

Originally from Georgia, Dawn relocated on her own to Texas to launch her financial advisory career. Although finding Texas home, Dawn moved back to Georgia for a time… before realizing that Texas was home. Dawn still has family and friends in Georgia and maintains her fervent love for Georgia football!!