222 Central Park Ave, Suite 1100 Virginia Beach, VA 23462757.493.4305
I am Dawn Wheeler, and I am excited to share my 5+ years experience to help solve your important financial challenges together. I hold security licenses in VA, NC, NV and TX.
I take a holistic approach to financial planning by considering life events and planning for the long term. I specialize in small business benefit programs and individual retirement planning. Together, with our drive and specific skill set, we can create a road-map to success and a worry-free retirement plan for your future.
When I am not working, my passions drive my free time. I care about animal charities, traveling, gardening, and spending time with my husband, Richard.
I’m committed to helping my clients achieve their financial goals, and I look forward to hearing from you soon.
How to Bake a Pie-R-A
Bull and Bear Go To Market
The Latte Lie and Other Myths
Saving for College 101
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.