We are thrilled to officially welcome Dawn Morley to the Total Wealth Planning team as a Vice President and Wealth Advisor!
Dawn brings with her over 40 years of experience in the financial services industry, with a strong background in developing and updating holistic financial plans for clients. Dawn will work alongside the TWP team to continue to elevate client experiences and gain access to support from our team.
Dawn’s thoughtful and attentive approach to planning and investments aligns perfectly with TWP’s approach, culture and values. She thrives in detail-oriented environments and genuinely enjoys helping others — qualities that make her an excellent fit for our firm and the families we serve.
Dawn will serve clients in Bloomington, Indianapolis, Carmel and other surrounding areas of Indiana from our Carmel office. She earned her degree in economics from DePauw, and an advanced degree (MBA) from Butler University. In addition to her professional expertise, Dawn has served in leadership roles on not-for-profit boards including the Fine Arts Society of Indianapolis and the Hoosier Hills Estate Planning Council.
Dawn shared that she was drawn to Total Wealth Planning for the genuine, people-first culture. In her own words: “I immediately noticed how much TWP truly cares about their clients and team. I’m proud to be part of a firm that puts relationships and integrity above all else.”
We couldn’t agree more. Dawn has already made a positive impact by introducing several of her long-time friends, family and clients to our team.
Please join us in giving Dawn a warm welcome — we’re so glad to have her as part of the TWP family!
Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at rsiegmann@twpteam.com.
