Dawne S. Garvey
"The real measure of your wealth is how much you would be worth if you lost all your money." ~Anonymous
With CapTrust Since
2017
College / Degrees
St Ambrose University – B.S. Psychology
Upper Iowa University – B.A. Business Administration
Upper Iowa University – MBA International Business
Experience
CapTrust, Client Service Associate, 2017-Present
Edward Jones, Branch Office Administrator, 2015 – 2016
River Glen Wealth Counselors, Chief Compliance Officer and Director of Operations, 2008 – 2015
Ameriprise Financial Services, Inc., Paraplanner and Registered Representative, 2001 – 2008
Hometown
Waterloo, Iowa
Family
Happily married to my husband, Mike. We have three children, Ryan, Jordan and Meryn, each with a beautiful family of their own, including our grandchild, Barrett.
Hobbies and Relaxation
In my free time you’ll find me working out, hiking West Michigan dunes, reading, lettering and kayaking.
Travel
- Places I’ve been
- The west coast of beautiful Lake Michigan
- Guanacaste Province of Costa Rica
- Greece, Italy, Canada and almost every state in the USA
Community Service
- Volunteer at Holland West Elementary School
- Life Group Co-Leader
- Member of Worship Team at Third Coast Church
My Money Mind®
- Protection
- Commitment
- Happiness
What got you interested in this field?
I was recruited by a former boss when he left the company, as we were working to join an investment firm. I started out writing financial plans for eight advisors and worked my way up to becoming a Chief Compliance Officer and Director of Operations. Almost nineteen years later, I love that the industry is always changing. The ability to lead clients through those changes builds trust and confidence that we have their best interests in mind always.
