Dawn Kloehn

Dawn Kloehn is passionate about supporting advisors as efficiently and effectively as possible so clients can confidently work toward their financial goals. She values teamwork, organization, and providing dependable support that helps create a seamless experience for both advisors and clients.

Dawn joined TMS Financial in February 2026 as an Investment Assistant. In her role, she is focused on continuing to build her knowledge and experience so she can serve as a trusted resource for advisors and fellow assistants while helping support the continued growth of the TMS business.

Outside of work, Dawn enjoys spending time with her husband and three children. Their family loves being outdoors and staying active through biking, kayaking, and boating. They also enjoy traveling to new places, trying different restaurants, and spending quiet time relaxing and reading.