Dawn McPherson, Practice Manager

Dawn McPherson, QPFC

Practice Manager

Overland Park, KS

As a practice manager, Dawn focuses on developing strong business relationships and providing quality service to a wide range of clients.

Dawn has more than 21 years of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, she was an account executive at SageView Advisory. Her past experience also includes serving as a retirement plan specialist at DailyAccess Corporation, where she focused on developing advisor relationships and working with plan sponsors on retirement plan conversions. Dawn also worked at American Century Investments for 11 years, where she served in a variety of roles.

Dawn has a bachelor’s degree from Bob Jones University in Greenville, South Carolina. She has achieved the Qualified Plan Financial Consultant designation and has passed the Series 6 and 63 exams.

In 2016 and 2017, Dawn was recognized as a Captain on the National Association of Plan Advisors’ (NAPA) list of Top Women Advisors. The NAPA Top Women Advisors were selected from nearly 500 nominations submitted to NAPA. More than 15,000 votes were cast in support of these individuals. Selected women were honored in three separate categories: Captains, (all-stars who happen to be principals, owners or team captains of their organizations); All-Stars (top producers who have their own practice); and Rising Stars, (top producers who have less than five years of experience with retirement plans as a financial advisor). In 2015 she was also named MVP from NAPA.