Dawn Bizar *
Financial Planning Assistant
My primary role at Phase 3 revolves around you, our client. One of my key responsibilities is answering the telephone and making sure you are directed to the person who best addresses your questions or handles your requests in a timely fashion. Additionally, I am your primary point-person when scheduling your review appointment with your advisor at a time that best works for you. I recently joined Phase 3 part-time and look forward to speaking with each of you and learning more about you.
I am an avid meditator which helps me balance my busy schedule with my husband and two sons. In my free time, you will find me in the bleachers of a baseball field or the stands at a basketball court cheering them on.Back