Dawn's Bio
Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management. Dawn has over 30 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account paperwork, check requests, and assisting clients with any operational related needs. In addition, Dawn oversees a variety of other marketing, public relations and client/prospect communications projects.
Dawn's Team
Alexandra Quitko Baranski, CPA
Wealth Advisor
Anna Marie Grosso
Private Client Associate
Bud Sturmak, CFP®
Head of Impact Investing | Partner
Dawn Creo
Private Client Associate
Jeremy Paul, JD, CFP®, AIF®, CDFA™
President | Partner
Keli Oldham
Private Client Associate
Kenneth Ballin, RICP®
Financial Planning Associate
Robert Hardwick, CFP®
Wealth Advisor
Tina Rana
Private Client Associate