Broker Check
Lily Phommalee*

Lily Phommalee*

Client Service Assistant

Since May of 2023, Lily has provided administrative support to R. L. Dauterman Wealth Management, including handling beneficiary changes and updates, scheduling appointments, and client communications. Her focus on continual improvement helps us to achieve an extraordinary level of client service.

Lily is a student at Bowling Green State University pursuing a Bachelor of Science in Business Administration with a concentration in Finance. Her aspirations include graduate school and a career that allows her to serve others. In her free time, Lily enjoys spending time with friends and family and watching the Cincinnati Bengals.