Dawn Wagner

Client Relations Coordinator

Contact Dawn




7 Limestone Drive
Buffalo, NY 14221


Dawn began her career as a client service representative in 2012 with New York Life and joined ROI Financial Group in 2018 as a financial professional and client relations coordinator.

She assists our clients, schedules appointments, and helps with servicing our insurance and financial products. Dawn finds true fulfillment in her work from the interaction she gets to have with the company’s clients and finds great reward in working with a team that is so passionate about their work and the top-of-the-line service they provide.

When she is not at work, Dawn resides in Williamsville with her significant other Michael and their dog, Sammy. They love to spend time with their 7 children and 11 grandchildren, boating, gardening, making wine, and staying active in the community by volunteering for the Crohn’s and Colitis Foundation.


  • Life, Accident, Health Insurance License
  • New York Life New Org Paid Case Leader for the Buffalo-Erie General Office, 2018
  • New York Life Established Paid Case Leader for the Buffalo-Erie General Office, 2019