Dawn Thomas

Senior Client Relationship Associate

Salem, Oregon

As a Senior Client Relationship Associate, Dawn Thomas assists clients with account openings, updates, transfers, and other service needs. She focuses on providing accurate, efficient, and responsive support to help ensure a smooth client experience.
With extensive experience in financial services, Dawn has worked in office management, operations leadership, branch support, and compliance. She previously served as Chief Compliance Officer while helping establish a new financial services firm. She completed additional college coursework after high school and has held Series 7 and Series 63 securities licenses, along with insurance and annuity licenses.
A temporary position in financial services unexpectedly grew into a long-term career. Dawn values building lasting relationships and takes pride in providing thoughtful, dependable support that helps clients feel confident their needs are being addressed.
A longtime resident of the Salem-Keizer area, Dawn shares deep community roots with her husband, Chris. She volunteers at local fundraisers and participates in beach and river cleanups. Outside of work, she enjoys camping, fishing, water sports, and spending time outdoors with her husband, daughter, dogs, family, and friends.