But when an opportunity came to join the firm, she didn’t say “Yes” simply because of the job. “For the people who work here, this is more than a career,” says Dawn, our senior operations specialist.

“It’s a family here. And that’s the type of treatment we extend to our clients,” she says. Dawn exhibits the firm’s ongoing commitment to service and keeps everyone smiling.

At Verus, Dawn manages billing and other complex operational processes. Her role is guided by the firm’s fee-only mission to charge clients only a single, transparent fee without pressure to fill quotas or sell products. “Internally, fee-only helps us because there is no pressure to make money, and the focus is on the client,” she says.

Dawn approaches many other functions with the same care and level of detail.  At Verus, many clients are charitably inclined, so Dawn often facilitates their stock gifts, or Qualified Charitable Distributions (QCDs) for those over the age of 70

Dawn graduated with a bachelor’s degree in business administration from the University of Mary Washington. She and her husband, Stan, have three children.