Retirement Plan Services Manager
Dawn brings to the table a wealth of experience in the retirement plan industry. She started her career 12 years ago with us working in a qualified retirement plan administrative management role, coordinating everything from processing retirement plan payrolls, year-end compliance testing, Form 5500’s, as well as being the point person for some of our most valued clients. Dawn has since expanded her responsibilities and is now a licensed investment adviser, passing the Series 65 Uniform Investment Adviser Law Examination. Dawn now serves as an integral part of our relationship management team and coordinates our clients retirement plan educational programs and fiduciary reviews.