Dawn Otting

Dawn brings a wealth of experience in the retirement plan industry to the table. She started her career twelve years ago at Steele, working as a licensed investment advisor representative, and coordinating everything from processing retirement plan payrolls, year-end compliance testing, and Form 5500s, as well as being the point person for some of our most valued clients.

Dawn has since expanded her responsibilities as a licensed investment adviser after 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.