Dawn McAllen CFP® | Financial Advisor

FSC SECURITIES | WWW.FRAMEWORKFP.COM
DAWN.MCALLEN@FRAMEWORKFP.COM | (980) 272-5838

About: Dawn has spent over 20 years in the financial industry, working at two major investment firms from 1996 to 2015, before leaving corporate world to start her own financial services business focusing on holistic planning. She prides herself on helping clients get to the root of what they want their money to accomplish for them. By looking at all the areas that your money touches you – health, wealth, home and happiness – she creates plans that are motivating now and successful down the road.

Dawn hols her FINRA Series 6, 7, and 65, as well as insurance licenses in many states. She earned her CFP designation in 2007.

Specialties: Dawn focuses on working with clients who are at a transitional point in their life and need a holistic look at their financial status while reassessing life goals. This can mean working with a young professional beginning their career and learning to manage their own resources. It can mean working with clients entering mid-life to develop a plan that connects the dots between a healthy lifestyle, social engagement and financial independence for a fulfilling second half of life. Or, it can mean designing an income and lifestyle plan to transition from full time work to your personal definition of retirement. Whatever life turning point you face, Dawn can help you evaluate your choices and make confident decisions.

Quote: "I know my clients are balancing as much as I am. I've learned personally that having it all really means doing it all. I love helping my clients develop a plan that lightens their daily load and leads to positive change in both their short and long term quality of life."

Connect: Contact Dawn at dawn.mcallen@frameworkfp.com or at (980) 272-5838, or visit her website below!

member since april 2018

Susanne Biedler | Realtor/Broker

SOUTHERN HOMES OF THE CAROLINAS
CHARLOTTEHOMESANDRELOCATION.COM
SUSANNEBIEDLER@GMAIL.COM | (704) 221-0900

About: Susanne Biedler is a Charlotte native with over 18 years experience in the real estate and financial services industries and lived in many parts of the metro and beyond (including Union County, Concord, and currently lives in the Highland Creek golf course community of Charlotte). She offers exceptional, "insider" advice to those who are looking to relocate to the Carolinas or who have lived here for many years and want the best guidance for their real estate endeavors.

Susanne grew up in the South Park, Matthews, and Monroe areas and attended Providence Day School in South Charlotte. After graduating from the University of North Carolina at Chapel Hill, she decided to come back to her hometown to begin her career in financial services and used that knowledge to move into real estate.

Her real estate career began with RE/MAX and moved to Southern Homes of The Carolinas, and her extensive background in financial services with Wachovia and Edward Jones coupled with sales experience, customer service, and management put her at the top of the industry's list as a standout Realtor and Broker.

Specialties: Susanne loves assisting buyers who are starting out and buying their first places, buyers who want to build their dream homes, sellers needing to move to their next chapter, and investors looking for financial opportunities from real estate. She services the Charlottte, Concord, Cornelius, Davidson, Fort Mill, Harrisburg, Huntersville, Indian Land, Indian Trail, Kannapolis, Matthews, Mint Hill, Monroe, Stallings, Waxhaw, Weddington and Wesley Chapel areas of the metro. Susanne works with condos, land, single family homes, and townhomes.

Connect: Contact Susanne at susannebiedler@gmail.com or at (704) 221-0900, or visit her website below!

member since june 2018

Amy McLean | Senior Associate Attorney

DANICA LITTLE LAW, PLLC | DANICALITTLELAW.COM
AMY.MCLEAN@DANICALITTLELAW.COM | (704) 343-5633

About: Amy has over twenty years' broad-based legal experience. Amy manages the Business Law and Employment Law Practice at Danica Little Law, PLLC. Amy works closely with businesses and their owners to provide optimal solutions by applying her invaluable corporate law experience and legal skills to benefit clients. Prior to joining Danica Little Law, PLLC, Amy served as in house counsel for a Fortune 500 retail chain store and later for a regional restaurant chain. Her in house legal experience provides Amy with broad and deep knowledge of business law, employment law, commercial leases and contracts. Amy also practices law in the areas of Estate Planning and Estate Administration. She is a member of the NC Bar Association's Estate Planning and Probate Section. Amy graduated from the University of North Carolina School of Law and East Carolina University.

Specialties: Amy's practice focuses on Business Law, including business formation (limited liability company and corporate filings), buy sell agreements, shareholder agreements, asset sales and stock sales; Employment Law Advisory Services; Estate Planning; Estate Administration; Elder Law; Trust Administration; Partitions; Guardianships; and Estate Disputes.

Quote: ).: "Life changes when you least expect it to. The future is uncertain. So, seize this day, seize this moment, and make the most of it." - Jim Valvano

Connect: 
Contact Amy at amy.mclean@danicallittlelaw.com or at (704) 343-5633, or visit her website below!

MEMBER SINCE AUGUST 2018