Associate Financial Planner
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.