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Alexandra M. Dunn

Data Management Manager

Alex joined Dowling & Yahnke Wealth Advisors in 2014.  Previously the Office & Administrative Manager, she moved into the role of Data Management Manager and is responsible for the firm’s overall data integrity, auditing, and tax reporting needs.

Alex graduated from California Polytechnic State University, San Luis Obispo with a Bachelor of Science degree in Kinesiology.  She is originally from Huntington Beach, California, and currently resides with her husband in Mira Mesa.  Her passions include her pets, obstacle course races, escape rooms, and board games.

What do you find most rewarding about working at Dowling & Yahnke?

Dowling & Yahnke is an environment full of growth, change, and evolution.  Working at Dowling & Yahnke has driven me to grow, change, and evolve myself.  I’m constantly learning new skills and solving puzzles.

What quality of yours makes you best suited for what you do?

I am a naturally stubborn person, but with stubbornness comes determination.  I will see tasks through to the end and create the highest quality product no matter what.

What is the best concert you ever attended?

The best concert I ever attended was a Garth Brooks show in L.A.  Not only was it an incredible show, but it was particularly special because I had a meet and greet with him.  He was kind, generous, and just a genuinely normal guy.

What is your personal motto or mantra? 

I resonate with the phrase “infuse your life with action.”  It can apply to many things in life, whether it’s physical activity, mental stimulation, building a social life, or conquering fears.  When facing a challenge or a choice, I’ve found that sometimes the best thing is simply to take action.

What book are you currently reading?

I’m usually in the middle of anything by Chuck Palahniuk (author of Fight Club).  He shows you the world through a unique and twisted perspective.  His writing makes your brain do somersaults – it’s a one-of-a-kind experience.




EDUCATION

  • California Polytechnic State University, San Luis Obispo, BS Kinesiology