Patrick Lee, Sr.

Founder, Financial Professional

Patrick Lee is from Dallas who graduated from Dallas Skyline in 2004. He went on to play college football and had a career ending ankle injury. Patrick went on to finish his degree in Business Administration in 2009. He began working in financial services in 2010 for American Teacher Retirement then went on in 2015 to start his own company PDL Financial Services.

Maria Astorga

Financial Professional

Hablo español

My name is Maria Astorga and I have been in the financial industry for over 14 years. My passion for helping clients led me to obtain my life license so I am able to better serve the needs of my clientele. I am dedicated to helping families, individuals, and small business owners make and manage their financial decisions. I always ensure that I get to know each client and understand their specific financial needs which allow me to provide them tailored advice on the best way to build and protect their financial future.

JaMonica Lee

Administrative Assistant

JaMonica Lee is the administrative assistant for PDL Financial Services. She brings many years of administrative experience to the table with expertise in scheduling and correspondence. JaMonica’s top 5 strengths are empathy, developer, adaptability, responsibility, and arranger. She leads with relationship building which is an essential that holds the team together. JaMonica demonstrates a commitment to excellence that makes her an indispensable asset to the team.