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Daniel Lime

Client Service Specialist

Daniel graduated from the University of Houston with a degree in Mathematics in 2017. Upon graduating, he began his career in the financial service industry with Broker Dealer AXA Equitable where he focused on providing retirement advice for teachers and the custodial staff of Houston and Galena Park ISD. Daniel also served as a Banker for JP Morgan Chase helping clients meet their financial goals, helping small business owners grow their business and helping his clients buy their home. During Daniel’s free time he enjoys spending time with friends and family and spending time in the outdoors.

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