Senior Relationship Manager | Financial Advisor
Damon is dedicated to helping plan sponsors meet their goals and offer quality retirement plans to their employees. As relationship manager, Damon fills an important role – partnering with clients in all aspects of their retirement plan’s due diligence process, including in-depth investment analysis/guidance, plan design, compliance, regulatory, industry trends, and education plans.
Damon has been in the retirement plan industry since 2000 and has been with our team since 2012. He has extensive experience in conducting requests for proposals, contract and fee negotiations and vendor implementations as well as working to ensure the successful delivery of vendor services. Damon holds Series 7, 63 and 65 securities licenses and insurance licenses.
Detail oriented, he is dedicated to delivering outstanding client service and truly enjoys helping people meet their goals for retirement.
Earlier in his career, Damon served as a senior account executive for one of the leading retirement plan recordkeepers in the country. He earned a bachelor’s degree in business administration and marketing from the University of Maryland.
Originally from New York, Damon lives in San Diego with his son. In his free time, Damon enjoys traveling, yoga, surfing, hiking and anything outdoors.