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.

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