Dawn Leonard has been a Tax Specialist and Financial Planner for over 30 years. She held a general securities license, Series 7, and Series 63.  She currently holds the following titles: an IRS Enrolled Agent and a Certified Financial Planner®, serves as member of the New Lebanon Board of Education, and on the Board of Directors for Farmers & Merchants Bank.  Dawn is a graduate of the University of Phoenix with a Bachelor of Science in Management.

 

Dawn actively gives her time and membership to a number of organizations, including the National Association of Enrolled Agents, Ohio Association of Enrolled Agents, FPA of Southwest Ohio, Treasurer of the Dayton Association of Tax Professionals, and Women Influencing Financial Independence (WIFI) Organization.