Dawn Drewitz brings over 20 years of leadership and management experience, uniquely positioning her to coach financial advisors and their teams towards excellence. Having coached hundreds of advisors across the independent, wirehouse, and bank channels, Dawn combines her professional training as a Business and Executive Coach with real-world insights and best practices.

 

Dawn specializes in helping successful teams enhance all aspects of practice management, with a special focus on leadership development, team dynamics and culture, business planning, service model/segmentation, and new business development. Her personalized coaching approach ensures that she takes the time to understand you, your business, and your goals. By setting realistic milestones and providing continuous support, Dawn helps you stay on track to achieve your objectives.

 

With an MBA from Texas Woman’s University and a Graduate Certificate in Executive and Professional Coaching from The University of Texas at Dallas, Dawn’s academic credentials further bolster her coaching capabilities. She is also a DISC and Motivators Certified Trainer, a Team Coaching Foundations Certified Coach, and a CERTIFIED FINANCIAL PLANNER™️. Recently, she completed the Applied Behavioral Finance Certificate Program from the Investments & Wealth Institute, adding to her extensive toolkit for guiding her clients.

 

Dawn and her husband, David, live in Denver Colorado with their rescue yorkie mix, Murphy.  In her spare time, she enjoys entertaining friends, watching documentaries and performing as lead singer in a few local cover bands.