Dawn Kleis

Dawn understands that thoughtful financial planning depends not only on good advice, but on careful stewardship behind the scenes. Every plan, every account, and every client interaction requires precision, consistency, and care.

As a member of the Main Street Advisory Group team since 2013, Dawn brings more than 20 years of experience in financial services to the operational heart of the firm. Her role touches nearly every part of the client experience, helping ensure that the systems, processes, and details that support financial planning work smoothly and reliably. Dawn helps support the Main Street Advisory Group team by making sure the operational side of the firm runs with the same level of attentiveness and respect clients receive in the planning process itself.

Colleagues and clients alike appreciate Dawn’s steady presence and attention to detail. Whether coordinating account activity, supporting advisors, or assisting clients with important administrative steps, she helps create the sense of clarity and confidence that allows the advisory team to focus on thoughtful guidance.

Outside the office, Dawn enjoys the simple rhythms of time spent with family and friends. She and her husband Mike live in Pella and are proud parents of two adult children and enthusiastic grandparents. Much of her free time is spent walking, baking, and traveling with loved ones. Around the office, she is also well known for another unofficial role: resident taste-tester and provider of baked goods for the team.

Puerto Vallarta remains one of her favorite places to recharge and enjoy time with family.

Education & Credentials

• Bachelor’s Degree — Central College
• Securities Industry Essentials (SIE)
• Series 7 — General Securities Representative
• Series 66 — Uniform Combined State Law