Our Team : Damon Financial, LLC

Our Team

Michael Team Photo

(508) 321-2101 | Email Michael

Michael T. Damon1, CLTC
Owner/President
Financial Adviser

Michael is the founder of Damon Financial, LLC.  Michael has been in the financial industry and with New York Life since 2001, associated with the Boston General Office in Waltham, MA. Michael has his Certification for Long Term Care designation (CLTC®)He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriters (AALU), and the Million Dollar Round Table (MDRT®)2. Michael has won numerous awards and accomplishments throughout his career.

Michael and his wife, Heather, reside in Medway, MA with their three wonderful children Michael Jr., Tyler, and Spencer. When he is not working, Michael enjoys spending time with his boys and his beautiful wife. As well as family, sports play an important role in Michael's life, which he shares with others through coaching. Currently, he is a coach for his sons’ baseball and flag football teams.

As a family, the Damons are actively involved in their community - consistently donating their time and resources to organizations such as: Medway Youth Flag Football, Medway Mustang Hockey, Medway Mustang Basketball, Wounded Warrior Project, Hull Booster Club, Friends of Hull Hockey and Hull High School Baseball Alumni Scholarship Fund as well as Ben Speaks Louder Than Words.

 

Accomplishments

  • 2008-2020: New York Life Chairman's Cabinet Council3 - top 50 of New York Lifes elite sales force of more than 12,000 licensed agents in sales achievements
  • 2015-2020: Qualified for MDRT Top of the Table
  • 2007-2014: MDRT Court of the Table
  • 2003-2007: Qualified for MDRT
  • 2008: ACC Triple Crown Award for New York Life
  • 2006: Agent of the Year for the New York Life Boston General Office
  • 2005: Rookie of the Year for the New York Life Boston General Office
  • Annually since 2004: New York Life Chairman's Council3
  • Lifetime Member of MDRT

To learn more about my accomplishments, click here.

 

Penny Headshot

(508) 321-2101 | Email Penny

Penny Young
Director of Operations

Penny serves as Director of Operations to Michael Damon and Damon Financial, LLC. In this role, she supports Mike, the office, and our clients by responding to general inquiries. Penny focuses on delivering high quality client service and continually looking for ways to enrich our client relationships by exceeding their expectations. She is committed to assisting our clients along their ever evolving financial and personal futures.

She is well versed in the suitability and compliance rules of the company, local and federal regulations.  She also oversees all processes, maintains efficiencies in workflow and office logistics, and manages the accounting and payroll functions.

Penny joined Damon Financial, LLC in 2014 as an experienced financial professional. She has been delivering exceptional customer service in many diverse industries for over 35 years and has been solely in the financial services industry for over 21 years. In addition, she holds her FINRA Series 7, and 63 securities licenses as well as her health, life and disability licenses.

Penny enjoys spending time and making extraordinary memories with her family and friends. She has volunteered many hours over the years and is always available to anyone in need. She is currently a board member of Ben Speaks and the Milford Area Humanitarian Coalition.  She is the proud mother of 1 son, 2 daughters, an adoptive daughter, a godson, and many other children she has opened her heart and home to over the years.

 

 

 

 

 

 

 

 

 

(508) 321-2101 | Email Becky

Becky Barth
Licensed Service Assistant

Becky supports the office with superior customer service and a commitment to client satisfaction, both by responding to general questions and with specifics in the insurance industry. Becky is ex-military, having spent 4 years in the Signal Corps, and so has a can-do attitude.

Becky was a high school Biology teacher before having a complete career change to the life insurance industry. Becky has a large, close family and she is the proud mother of a teenage boy. She enjoys cooking and travel. Becky volunteers her time in her church and in many community outreach organizations.

 

Joseph Riordon
Registered Service Assistant

(508) 321-2101 | Email Joe

 

 

Heather Headshot

(508) 321-2101 | Email Heather

Heather Damon
Project & Payroll Manager

1Michael Damon is an Agent with New York Life Insurance Company & a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
3
Council is an annual company recognition program based on agent production from July 1- June 30.

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