Investment Adviser Representative
At Phillips Financial, Duncan specializes in providing tailored financial planning services to high net worth and high-income clients. With extensive knowledge in advanced planning, Duncan’s experience encompasses trust and gifting strategies, closely held business planning, and guiding the younger generation in business acquisition. His client base includes high-earning executives and professionals navigating newfound financial complexities.
As a CFP®, Duncan brings a disciplined and personalized approach to wealth management, ensuring that each client receives comprehensive and discreet financial solutions.
Residing in Fort Wayne with his wife and two daughters, he balances a professional life with a passion for climbing, cycling, time with friends and raising his family.