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

Damon Thomas

Practice Management Consultant – Advisor Development

My role: I am responsible for developing practice management and advisor coaching programs that contribute to advisor success. I also serve as key account and relationship manager to our distribution partners. I am supported by an incredible team of investment specialist and analyst that allows me to provide a holistic approach to helping our advisors succeed. 

Service excellence means: Going out of your way to please: exceed expectations.

Best advice I've ever been given: Once you are afraid to take risk, you may as well call it a game and give up.

Back to Full Team

Logo

Forgot your username or password?

Note: all transactions may be logged and monitored.