Contact Us

• General inquiries: Front Desk / Reception

  • Primary contact for appointments, directions, and general questions.

• New client onboarding: Client Services Team — Dawn D White -Nikkos Summer

  • Handles account setup, document requests, and initial paperwork.

• Existing account support: Account Manager — Tara Dozier

  • Questions about account details, updates, and ongoing service.

• Billing and payments: Billing Specialist — Dawn White

  • Invoices, payment processing, statements, and billing disputes.

• Investments and financial planning: Senior Advisor — Dawn White

  • Investment strategies, financial plans, retirement planning, and portfolio reviews.

• Technical support (client portal): IT Support — Help Desk

If you need a direct phone number or email for any of these contacts, specify which contact and I'll provide the details.

dawndozierwhite@maxprofinancialsolutions.com
(678)358-4762