On the Horizon, PLLC will serve as: - Financial Power of Attorney - Successor Trustee - Personal Representative - Conservator; We also consult those named above in their fiduciary capacity: - Discuss overall responsibilities - Prepare inventory - Prepare accounting(s) - Provide necessary community resources - Navigate through complexities; Other Services: - Organize financial estate - Support with daily money management (e.g. monthly bill paying, bank reconciliations, budgeting, expense tracking) - Prepare financial inventory - Facilitate communication between client, family and professional service teams - Clarify options for decision making - Process required legal documents and paperwork - Assist with care coordination
Member Bio :
Dawn K. Trotto has over 25 years’ experience in finance and accounting starting her career in public accounting as a business advisor to closely-held business owners. She obtained her Michigan CPA designation and specialized in estate planning before leaving UHY Advisors as a Manager to gain hands-on experience in the automotive industry. Dawn gained valuable controllership experience as an Executive at American Axle and Manufacturing, Inc. from overseeing the monthly closes, budgeting and forecasting to implementing technical standards in SEC reporting. General Motors provided Dawn additional experience with a $150 billion public OEM through a variety of stretch assignments from the unprecedented bankruptcy and emergence to the aftermath of the $3 billion ignition switch recall. Her 17 years of automotive experience found her in a variety of roles as a trusted advisor supporting multiple Committees of the Board of Directors including Audit, Compensation and Risk by planning, coordinating and preparing the necessary presentations interacting closely with key leaders.
Through her career and her own personal experiences, Dawn founded On the Horizon, PLLC, a company serving those in the individual and family services industry. Her passion and focus lies in mitigating the financial abuse of the aging population providing peace of mind in estate preparation, organization and administration through specialized and personalized professional fiduciary services.
Category : Financial Services,Organizing Services,Other