Duncan MacDougall

Wealth Advisor



Duncan’s commitment to helping clients achieve their long-term financial objectives is matched only by his dedication to continual learning in financial services. He earned a bachelor of science degree in business administration from the University of Colorado Leeds School of Business, where he majored in finance with a concentration in personal financial planning. Duncan began his financial services career as a Universal Banker at First National Bank of Omaha, honing skills in financial advising and lending solutions. He’s a CERTIFIED FINANCIAL PLANNER™ professional and a licensed investment adviser representative (IAR), and he holds the FINRA Series 65 license. Outside of work, Duncan is an ice hockey enthusiast, enjoys culinary pursuits, and cherishes time with his cat.

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