Dawn Sherper

Operations Manager

SFM Start Date:

September 2008

Education:

B.A., Urban Affairs & Planning
Virginia Tech University, College of Architecture & Urban Studies

Work experience prior to joining SFM:

Dawn has extensive experience in Finance Operations Management and worked in the software industry for nearly a decade before joining Stack Financial Management. Her previous employment includes working overseas for the U.S. Agency for International Development and as a system analyst for a U.S. Navy contractor. Dawn also had a small business as a potter, creating beautiful, functional, wheel-thrown pottery.

Role at SFM:

Dawn is involved in all aspects of client service and leads an exceptional, dedicated team that strives to consistently exceed client expectations. She enjoys mentoring, problem-solving, finding ways to improve processes, and ultimately enhancing day-to-day experiences for both our staff and clients. Along with Aimee Weller, Dawn has implemented many of the technology advances that have allowed SFM to keep a relatively small staff and maintain our tight knit “family” work environment, while ensuring a high level of accuracy and exceptional customer service.

When not in the office:

Dawn loves spending time with her local extended family, venturing out on our great Whitefish Trail system, camping, leisurely paddle boarding, hands-on home improvements, and occasional construction design. While Dawn has traveled around the world and lived for many years in Asia, Africa, and the Middle East, she truly appreciates calling Whitefish her home!

Close Menu

Important Notice

You are now leaving the Stack Financial Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.