Manager
Dawn is based in the Auburn office location. She specializes in trust and estate administration, accounting, tax compliance, and payroll tax compliance. She also manages the Estate, Trust and Gift Group’s workflow, reviews returns, and coordinates projects with other groups.
Education
Bachelor of Science, Birmingham-Southern College
Master of Accountancy, Samford University
Certifications
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)®
AICPA Estate Planning Certificate
Quickbooks Online Certified ProAdvisor
Professional and Community Involvement
Alabama Society of Certified Public Accountants (ASCPA)
American Institute of Certified Public Accountants (AICPA)
Montgomery Estate Planning Council
Medical Group Management Association (MGMA) – Opelika/East Alabama Chapter
Lee-Scott Academy Band Boosters
Kassouf Healthcare Solutions named Top Solutions Provider
Kassouf Wealth Advisors receive national honor
