Desteni Lawhorn, MBA, CRPC®, AIF®, CPFA® in

Desteni Lawhorn, MBA, CRPC®, AIF®, CPFA®

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Retirement Plan Advisor at Alera Group (GCG Financial)
📍 Monticello, Georgia, United States

Desteni is a seasoned retirement planning professional at Alera Group, where she leverages her comprehensive industry experience in recordkeeping, administration, and investments. Passionate about making retirement plans effective, she holds an MBA from LSU Shreveport and a Chartered Retirement Planning Counselor designation, driving financial security for her clients.

Outside of her primary role, Desteni is the co-founder of Serendipity Pines, LLC. Her personal writings suggest an appreciation for gratitude, reflection, and finding meaning in both professional and personal journeys. She focuses on setting clear priorities and celebrating wins to maintain a positive and impactful week.

She is the co-founder of Serendipity Pines, LLC, a venture that is not investment-related.

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Experience
5 Years
Current Role
Retirement Plan Advisor
Job Level
Leadership
Location
Monticello, Georgia, United States
Personality Overview

How Desteni shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Desteni cares about

Holistic Employee Benefits
Advocates for reviewing all benefits during open enrollment, including retirement, wellness, and insurance, to improve employees' overall financial health.
Fiduciary Responsibility
Passionate about guiding business owners and their teams through the complexities of fiduciary duties with clarity and confidence.
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Career

Work history

7-2025
Retirement Plan Advisor
Alera Group (GCG Financial)
4-2025
Co-Founder
Serendipity Pines, LLC
6-2024 - 12-2024
Director Marketing and Sales
Strongpoint Partners
8-2021 - 5-2024
Senior Retirement Practice Consultant
Cetera Financial Group
4-2020 - 8-2021
Regional Retirement Consultant DCIO
Invesco US
In the press

Media appearances

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Education
2019 - 2020
Master of Business Administration - MBA
LSU Shreveport
2017 - 2018
Chartered Retirement Planning Counselor
College for Financial Planning
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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