Dawn meets with financial advisors and CPAs throughout Florida. She loves to help them get their clients retirement plans on track. Dawn has 17 years of experience in the pension plan industry, most recently as the Regional VP of Sales with Guardian Retirement Solutions. Dawn works with Financial Advisors, CPAs, and Investment Providers to help educate their business owner clients on the best retirement plan solution for them.
Dawn began her career in the 401(k) industry in 1999 with Principal Financial Group. She loves to help people, especially when it comes to a challenge as important as planning for retirement. Throughout her career, she came to understand that most people are nervous and intimidated by retirement planning. It’s her goal to explain things in the simplest way to help everyone understand the best retirement plan option for their needs.
Partnering with Financial Professionals
Advisors, CPAs, Investment Providers and business owners choose to work with Dawn due to her ability to explain the complexities of retirement plans in a way that is easy to understand. She arms her clients with the tools to grow their retirement plan business on their own and is also happy to accompany them to meetings with their business owner clients.
Dawn understands how hard Financial Advisors work to create retirement plan opportunities. She supports them by providing a seamless and positive experience for their clients. She knows that their business owner clients can be intimidated and confused by the options available, so she works to offer clear guidance to help employers see the value in the retirement plan solutions available to them.
Dawn has held her Series 7, 63, and Florida Life and Health Insurance License in the past. Supported by Farmer & Betts, she offers the highest level of plan administration and resources, such as an ERISA attorney on staff and an experienced compliance department.
Dawn resides with her husband in Florida. She enjoys kayaking, cooking, and running with her dog, Buddy. Originally from Chicago, she has two grandkids in “The Windy City” and enjoys visiting them and attending Chicago Cubs games.
Hobby: Running with her dog, Buddy
Favorite Sport: Kayaking
Farmer & Betts Third Party Administrator Specialties include Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, 403(b) Plans, Prevailing Wage Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Defined Benefit and Cash Balance Defined Contribution Combo Plans, Pension Plans, Profit Sharing Plans. Farmer & Betts Pension Consultants serve States including Alaska, Washington, Oregon, Colorado, Louisiana, Georgia, Illinois and California.