Colleen Dotson

Colleen Dotson

Marketing Support Specialist

 
Colleen Dotson
Colleen joined MetLife in 2004 and my team in 2011 as a Marketing Support Specialist.  She has earned the Series 6 and Ohio Life & Health Licenses.  Additionally, she has a Master of Business Administration degree from Baldwin Wallace College and a Bachelor of Arts degree from Bowling Green State University.  Colleen manages the operations and business development of our firm.
 
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I work with a few elite CPA's & attorneys for clients with a high net-worth estate, where creative solutions are prudent.  Included with this team are estate attorneys, tax & legal experts, and a banking team that can help create exit strategies for businesses,  i.e., ESOP, 412i, 409A, & installment sales.

I also work with consultants in business consolidation, appraisal, divorce, etc., as well as with real estate, valuation, and mortgage experts.