Your Support Team

Meet some of the friendly people who have the most direct contact with new and established advisors affiliated with H. Beck, Inc. Each and every one is committed to providing an exceptional advisor experience.

Damon Thomas

Practice Management Consultant – Advisor Development

Damon is responsible for developing practice management and advisor coaching programs that contribute to advisor success. More >

Meredith Conway

Transition Coordinator

Meredith's role as Transition Coordinator is to streamline the onboarding of new financial advisors. More >

Dan Borten

Life Insurance Specialist

Dan leads the initiative to provide advisors with insurance-related education, access to products, and support to best address their clients' insurance/risk management needs. More >

Vanessa Robinson

Director of Licensing

Vanessa oversees the day-to-day operations of the Licensing and Transition teams and provides excellent customer service to our internal and external clients. More >

Mike Ament

Field Supervision Manager

Mike meets with advisors to ensure that their compliance needs are being met and their offices are ready for any regulatory audits. More >

Clinelle Jean

Manager, Sales Supervision

Clinelle supervises the team that reviews advisors' business for suitability and trains advisors on direct business and trading processes. More >

Glen Jackson

Field Technology Consultant

Glen is responsible for training new and existing advisors on our technology platform, as well as making recommendations on all industry technology solutions. More >

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