Dawn May brings over 25 years of financial services experience to Affiliated Financial Advisors, Inc. Her experience includes managing her own book of clients, overseeing compliance and automating business processes. Dawn is an integral member of our team-based approach by offering comprehensive, integrated financial services. She believes in working closely with clients and she is always ready to work with you.
Dawn holds a Series 65 Registered Investment Advisor License and is also a licensed Wisconsin Insurance agent. She specializes in life insurance, annuities, and health insurance, including Medicare Supplement and Medicare Advantage plans. She is certified and licensed for UnitedHealthcare® Medicare Products.