Dawn Willyard
Client Services Specialist
Dawn Willyard is proud to serve as a Client Services Specialist at Integrated Wealth Strategies, where she channels her passion for helping people into assisting clients pursue their financial goals. In her role, Dawn has developed a particular strength in supporting clients through life transitions—especially those going through divorce. She understands the emotional and financial complexities that can arise during this time and is committed to helping clients navigate the process with clarity, compassion, and confidence.
Before entering the world of financial services, she spent many years as a Certified Optician with the American Board of Opticianry. This role allowed her to welcome, educate, and create exciting experiences for patients. One of her favorite aspects of this job was the opportunity to build relationships with the same families year after year.
Now, as a Client Services Specialist, Dawn believes that the greatest value she can provide for her clients is her ability to be compassionate, honest, kind, and well-organized. These qualities, coupled with her passion for helping people, enable her to deliver exceptional service to clients. In both her professional and personal life, Dawn aims to create a warm and welcoming environment, fostering lasting relationships built on trust, honesty, and kindness.
Originally from Longmont, Colorado, Dawn now lives in La Salle, Colorado, with her husband, Darryl. Together, they have one daughter and two delightful grandchildren. When she is not working, Dawn loves spending quality time with her family, getting lost in a good book, paddleboarding, camping, and having adventures in their side-by-side (UTV). Lake Powell holds a special place in her heart and is one of her favorite places to enjoy the outdoors and make lasting memories.
*Not registered with LPL Financial