The Team

Dawson & Associates

Our Advisors

Steven J Dawson

Steven J Dawson

Financial Advisor

More about me...

Contact

steven.dawson@ampf.com

469.795.9231

Designations

CFP®, MS

Top Areas of Focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

Bachelor of Science in Speech Communication, Texas A&M University in Commerce, TX, Masters of Science in Business /Managerial Economics, Texas A&M University in Commerce, TX

VISIT MY WEBSITE

Kyle D Simmons

Kyle D Simmons

Financial Advisor

More about me...

Contact

kyle.simmons@ampf.com

469.795.9231

Top Areas of Focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

VISIT MY WEBSITE

Our Staff

Stephanie Winfrey

Stephanie Winfrey

Practice Manager

Client Relationship Specialist

More about me...

Contact

stephanie.winfrey@ampf.com

469.795.9231

Qualifications

  • Office Manager since 2007
  • Lovejoy ISD Instructional Aide since 2001-2007
  • Bachelors Degree from University of Idaho in Moscow, Idaho

Roles & Responsibilities

  • Provides account maintenance through customer interaction and review while defining procedures for retention, protection, retrieval and transfer.
  • Responsible for acting as a liaison between advisors and the potential and current clients. Assists with concerns, orders, account questions, billing, and other queries via phone, email or posted mail
  • Responsible for the organization and co-ordination of office operations, procedures and resources to facilitate organizational effectiveness and efficiency.
  • Maintains office services by preparing payroll; controlling correspondence; designing filing systems; reviewing and approving requisitions; assigning and monitoring clerical functions.
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Denise Webre

Denise Webre

Client Service Specialist

Administrative Assistant

More about me...

Contact

Denise.Webre@ampf.com

469.795.9231

Roles & Responsibilities

  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • Provides account assistance for the practice manager through customer interaction, facilitating acount maintance procedures and daily office responsabilities.
  • Responsible for the organization and co-ordination of office operations, procedures and resources to facilitate organizational effectiveness and efficiency.