About Us Dawn Evola CFP® ChFC® -- President Dawn Evola is the President and Founder of Lakeview Financial Consultants, Inc. and has been offering financial services to families and small business for over 35 years. With over 35 years of experience in the areas of wealth management, retirement and financial planning, and educational funding, she has provided customized solutions to help clients navigate through various market cycles and help them to achieve their individual financial goals. In addition to working with a network of CPAs and attorneys, Dawn works with each clients personal CPA and attorney to provide individualized recommendations. There is no greater pleasure than to know that you have helped someone reach their financial goal. Meeting with a client that you have worked with for many years and hearing them say that they are ready to retire or that their child has received their college degree is why I love this business. Dawn is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). She holds a Bachelor of Science Degree in Business Administration and is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI). She also holds Series 7, 24, 63 and 65 registrations. Dawn enjoys participating in community and charitable events, especially those associated with breast cancer as she is a survivor herself. She is an active board member of the Shades of Pink Foundation, a charity dedicated to providing temporary financial assistance for women in southeastern Michigan who have had a breast cancer diagnosis. Dawn has participated in the Susan G. Komen 3 day walk, was a board member of the Christ Child Society and a committee member for the Woodward Avenue Action Association. In her free time, Dawn enjoys spending time with her family and friends on the lake, boating, kayaking and paddle boarding. Aaron Oskey -- Investment Advisor Aaron Oskey, who joins us as a partner and Investment Advisor. Aaron brings over 10 years of investment management, mortgage and banking experience. In addition to working with his own clients, Aaron will provide additional support to the families of Lakeview Financial Consultants. Aaron is a golf and basketball enthusiast and spends his free time coaching a youth basketball and baseball team. We are excited that Aaron has joined Lakeview, his expertise, experience and enthusiasm for the financial services industry will be a welcome addition to our team. Madison Gerry -- Partner Madison joined Lakeview Financial Consultants in January 2020 and has spent this last year getting to know our business, meeting the families we work with through email and phone conversations and becoming registered! She has passed her SIE, Series 7, Series 66, and Life & Health Insurance exams.Madison graduated with honors from the University of Michigan-Flint with a Bachelor of Business Administration in Finance. Throughout her time at the University, she was a member of the National Society of Leadership & Success and competed in the Corporate Case Competition in 2019. Madison was a Finance Intern at a financial firm during her last year of education. These experiences allowed her to follow her dreams of being a part of a team in the financial services industry that not only provides investment services, but cares for clients as if they were family. Madison has been a great addition to our team in helping find solutions for the families we work with through her passion for helping people.Outside of Finance, Madison enjoys spending time with her family and friends and her newly rescued puppy, Saber. Madison is also excited to share that she will be volunteering at the Michigan Humane Society of Rochester.