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 Manager, Practice Development – 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 >