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

Questioner
DISC Type : c

Retirement Plan Advisor at Alera Group (GCG Financial)

Monticello, Georgia, United States

Overview

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.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to analyze every situation thoroughly.
  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care 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.
Female Leadership
Recognized with a "Women in Leadership-Women Who Make a Difference" award for her contributions and impact.

Media Appearances

Desteni has no verified media appearances

Work History

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

Education

2019 - 2020
Master of Business Administration - MBA from LSU Shreveport
2017 - 2018
Chartered Retirement Planning Counselor from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 5 Location : Monticello, Georgia, United States Job Level : Leadership Designation : Retirement Plan Advisor at Alera Group (GCG Financial)
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Insights For Selling To Desteni

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Desteni is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Desteni

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Desteni move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Desteni take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Desteni

Personality Compatibility


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