CLIENT SUPPORT SPECIALIST
Dawn’s keen understanding of the investment process allows her to excel at addressing client needs and responding to ongoing client service requests. She is responsible for processing account-related documents including applications, distributions and transfers, and assists in the preparation of client financial reviews.
Internally, Dawn ensures the smooth operations of Droms Strauss Wealth Management. She is an invaluable asset to the firm because of her considerable experience in the investment advisory, insurance and tax and financial planning industries.