Damon excels in holistic financial planning, guiding clients toward their goals with a focus on risk management, insurance, and comprehensive plan review. With a commitment to honesty, integrity, and top-notch service, Damon helps clients understand why they own what they own and how it aligns with their financial objectives.
Detail-oriented and dedicated, Damon takes pride in helping clients achieve financial stability—whether it’s retiring on time, sending children to college, or preparing for life’s unexpected events. He credits his precision and unwavering commitment to his experience in the U.S. Navy. At just 18, Damon served on the flight deck of the aircraft carrier USS Independence.
Working on the flight deck of an aircraft carrier requires split-second decisions, where one wrong move can mean the difference between life and death. Damon brings this same level of focus and diligence to his work with clients, understanding that even small missteps can significantly impact their ability to meet financial goals.
As a CFP® professional with a bachelor’s degree in business from Webster University, Damon is equipped to guide clients through life’s financial complexities with confidence and expertise.
Licenses + Certifications
Series 65
Series 63
Securities Industry Essentials (SIE)
Series 7
Series 52
Series 24
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