Client Service Associate
eMoney Design and Client Service
Damon Lee joined our practice in October of 2020 and has been in the financial services industry for almost 10 years. He uses his extensive experience in the financial services industry to assist our advisors with modeling different goals and objectives for our clients using dynamic financial planning software.
While Damon is out of the office, he enjoys staying active, watching hockey and traveling with his spouse and German Shepherd.
Damon is currently working on obtaining his FINRA 7 series license.
- 2-15 Life, Health and Annuity