Dawn Willyard

Dawn Willyard is proud to serve as a Client Services Specialist at Integrated Wealth Strategies, where she combines her passion for helping others with a commitment to providing exceptional client service. She takes pride in creating a welcoming, supportive experience for clients and building relationships grounded in trust, compassion, and care.

In her role, Dawn has developed a particular strength in supporting clients through significant life transitions, especially those navigating the complexities of divorce. She understands the emotional and financial challenges that can accompany these changes and is dedicated to helping clients move through the process with clarity, compassion, and confidence.

Before entering the financial services industry, Dawn spent many years as a Certified Optician with the American Board of Opticianry. In that role, she welcomed and educated patients while creating positive, personalized experiences. One of the most rewarding aspects of her work was building lasting relationships with patients and their families and having the opportunity to serve them year after year.

Today, Dawn brings that same relationship-focused approach to her work at Integrated Wealth Strategies. She believes the greatest value she provides comes from being compassionate, honest, kind, and organized. Combined with her genuine desire to help others, these qualities allow her to deliver thoughtful, dependable service and create a positive experience for every client.

Originally from Longmont, Colorado, Dawn now lives in La Salle, Colorado, with her husband, Darryl. Together, they have one daughter and two wonderful grandchildren. Outside of work, Dawn enjoys spending time with her family, getting lost in a good book, paddleboarding, camping, and exploring the outdoors in their side-by-side (UTV). Lake Powell holds a special place in her heart and remains one of her favorite destinations for enjoying the outdoors, creating memories, and embracing new adventures.

For Dawn, meaningful work is ultimately about helping others and building lasting relationships rooted in trust, honesty, and kindness.