Dawn Marie Dale

Dawn has over 25 years of experience advising individuals and families on all aspects of their financial lives.  She has handled a wide variety of tax, estate, retirement and philanthropic planning matters, managed family office, trust and estate/probate administration services, coordinated family meetings, governance and educational programs, and advised clients on planning with stock options, restricted securities, concentrated equity positions and closely held business interests.

Dawn graduated with distinction with a master of laws degree in taxation from Georgetown University Law Center, earned a law degree from Penn State’s Dickinson School of Law in Carlisle, Pennsylvania, and graduated cum laude with a bachelor’s degree in accounting and administration from Westminster College in New Wilmington, Pennsylvania.