Carolyn Dyson has been in the retirement industry for nineteen years. She previously worked at two large and established recordkeepers, where she managed mid-market clients and served as a Senior Relationship Manager. As a Relationship Manager, her emphasis was utilizing a consultative approach with clients by completing a needs-based analysis and ensuring that the plans she managed operated in an efficient, yet cost-effective, manner. Some areas of Carolyn's specialization include plan design analysis, streamlining administrative services in order to alleviate additional work for plan sponsors and minimizing fiduciary liability. Most importantly, client satisfaction and retention are key drivers in Carolyn's success of building long lasting relationships and enhancing the participant experience.

Retirement Plan and Investment Consultant




Scottsdale Corporate Office

at the Scottsdale Financial Center III


7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251


Tel: 480-505-0234

Fax: 480-505-0239

© 2020  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234