Learn more about Pete Dotson. Contact him today to attend a seminar event or set up a one-on-one consultation.
founder and lead advisor
Pete Dotson is a licensed Insurance Agent and Series 65 Agent, with over 15 years of experience in the insurance agency and over 40 years of insurance total in the financial services industry. He values safety and loves to help others when it comes to security and problem-solving. Pete has a knack for understanding difficult concepts and helping others to understand them, too.
When not assisting clients, Pete plays the guitar, is into home renovation, and of course, enjoys spending time with his family. He lives with his wife, Annette, and they have 3 adult kids and 3 grandkids.
Zac Williams is a licensed insurance agent, holding his BA in Finance from Eastern Michigan University and has over 9 years of experience in the financial services industry. He has an affinity for helping individuals in defining their retirement objective and formulating a plan to help them reach their financial goals.
While outside of the office, Zac enjoys watching sports and spending time with family, friends, and his Goldendoodle Sophie. He is also passionate about personal fitness.
Get To Know
The Dotson Financial Team
Director of Operations & Managed Accounts
Kellie is the Director of Operations and Managed Accounts here at Dotson Financial. She oversees day-to-day operations, such as coordinating with tech support to ensure our staff has the tools they need to do their job to the best of their ability, collaborating with them on how to improve our efficiency & effectiveness, and brainstorming ideas for events.
When not assisting clients, Kellie enjoys spending time with friends and family. She’s married to her husband for 34 years, Grant, and they have two adult children, their son Zac and daughter Paige. Kellie also has two grand dogs, a Goldendoodle named Sophia and an Aussiedoodle named Zoey. Reach out to Kellie.
Seminar & Event Coordinator
Stacey is the Seminar and Event Coordinator at Dotson Financial. She’s responsible for bringing in new business and is the first point of contact for prospective clients. She handles all aspects of seminars and special events and also schedules new individual client appointments.
When not helping our clients, Stacey enjoys spending time with her family and friends, traveling, checking out new restaurants, baking, paddleboarding, attending sporting events and she has started playing golf. She has two children, Jonah, 22, and Olivia, 20, both are students at MSU. Reach out to Stacey.
Amanda is the Business Coordinator of Dotson Financial. She’s in charge of inputting new applications, assisting with rollovers or transfers for clients, and starting new accounts for them. She’s always willing to lend a helping hand to others.
When not assisting retirees, however, Amanda loves traveling and spending time with her family. She lives in Garden City, Michigan, with her fiancé, Shannon. Additionally, she has quite a few pets: a Yorkie mix named Tia and two cats, Luna and Kermit. Reach out to Amanda.
Client Service Specialist
Hi, I’m Ivana (you’ll hear the team refer to me as Evie)!
I joined the Dotson Team in August of 2023 as the Client Services Specialist. An introvert at heart with a passion for writing and an extrovert when necessary. I have a deep-rooted love for family and friends along with my sweet pup Bindi.
After 15 years in the hotel/hospitality industry, I am very grateful for this new chapter and excited to continue growing here at Dotson Financial. I’ll be the first to greet you at our Livonia office and cannot wait to meet each of you!
Not everyone is as fortunate as us. Because of this, however, Dotson Financial believes in the importance of giving back to the community whenever we can.
We partner with a few charities in order to do just that. Is there a charity you think is in need of our support? You can inform us about it. Contact us here. The charities we currently support include: