Gretchen Dawson
Associate Financial Advisor
- Role
- Associate Financial Advisor at Northwestern Mutual
- Location
- Crown Point, IN, US
- LinkedIn followers
- 500 followers
About Gretchen Dawson
Having a 16-year career in nursing and as a Clinical Nurse Specialist has allowed me to bring a unique perspective to planning and protecting what is most important. What initially lead me into healthcare was a ‘desire to serve others by providing value to maximize their quality of life’. This same mission is what pulled me into financial planning. Far too often individuals manage their finance with a reactive approach, let us help you be proactive with planning to allow you to live your best life! Our approach is holistic planning tailored to the client which often includes topics such as risk management, wealth accumulation, tax minimization, estate planning, future education planning, etc. If you are interested in having a conversation to find out more, I’m happy to connect!
Experience
Associate Financial Advisor
Mar 2025 — Present
Education
Purdue University
Bachelor of Arts - BA, Psychology
2002 — 2006
Indiana University Indianapolis
MSN, Clinical Nurse Specialist
2013
St. Joseph's College (IN)
Bachelor of Science - BS, Nursing Science
2007
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