Dawn Robinson
At the center of the planning experience is Dawn, a financial planner who believes that confident decisions come from understanding, not instruction.
Dawn collaborates with her clients, helping them explore their options, understand the data, and make informed choices that align with their goals, values, and family priorities. She never tells clients what they should do. Instead, she provides education, context, and evidence so they can move forward with confidence.
Jill Weisberg
Client Services Manager
Jeremy Hus, CFP®, CHFC® , CASL® , CLU®
Vice President, Financial Planning
Allison Novak
Financial Planning Consultant
Olivia Calistri
Financial Planning Case Manager
Kate Cassidy, JD*
Vice President, Advanced Markets
John Foreman, MBA, CIMA®
Vice President, Investments
Gregory Wachter
Vice President, Risk Management
Backed by the Resources of
Barnum Financial Group
Dawn's affiliation with Barnum Financial Group allows her to combine personalized, one-on-one guidance with the depth and support of a larger organization, giving clients both individual attention and institutional strength.
Barnum provides:
- A strong planning and compliance framework
- Access to advanced financial tools and resources
- A culture rooted in education, integrity, and long-term relationships