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Duncan MacDougall

Client Solutions Representative

Duncan holds the FINRA Series 65 license and is an Investment Advisor Representative. He is currently a Candidate for CFP® certification. He graduated from the University of Colorado’s Leeds School of Business with a Bachelor of Science Business Administration degree in Finance and a focus in Personal Financial Planning. Upon graduation, Duncan began his career in financial services working as a Universal Banker at First National Bank of Omaha, where he focused on providing financial advice along with lending solutions. Duncan is passionate about assisting clients to reach their long-term financial goals and expanding his knowledge of the financial services industry. In his free time, Duncan enjoys ice hockey, cooking, and spending time with his dog, Archie.


1200 17th Street
Suite 500
Denver, Colorado 80202

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