Experience

Peter J. Lappin has been in the financial services business since 1996. He Earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ offered through the Wharton School of Business. Peter Consults with families and businesses across the country providing detailed financial strategies, constructing personalized portfolios for each client and can offer fee based asset management services for clients for whom it is appropriate. He recognizes the individual needs of his clients and focuses in wealth preservation, tax efficient investing, liability management, and estate planning services.

Dawn Jeffers brings over 30 years of experience and holds Series 7 and 63 licenses, leading our administrative team with expertise and dedication. As an integral member of The Lappin Wealth Management Group, she oversees team operations, manages client requests, and ensures seamless account administration. Committed to building lasting relationships, Dawn approaches each client interaction with efficiency, care, and a focus on delivering personalized service. Her dedication to providing innovative solutions and exceeding client expectations underscores her vital role in our team’s success.

She started her career in 1985 with Dean Witter (Morgan Stanley) then joined UBS in 1996.   

Series 7 & 63 Licensed.

Kaitlyn Paschke plays an essential role within The Lappin Wealth Management Group, ensuring smooth day-to-day operations and providing critical support to both the team and clients. She is responsible for managing account administration, coordinating transactions, and overseeing the accurate and timely handling of client requests. Kaitlyn is passionate about creating a positive client experience by delivering dependable service, offering personalized solutions, and fostering strong relationships built on trust and communication.