about

Meet Duncan Financial Management, Inc.

 

Jeff Duncan, Founder and Principal

• Bachelors of Finance, Saint Louis University
• Master of International Business, Saint Louis University
• Master Business Administration, Webster University
• Series 6, 7, 63, 65 and Life & Health Licenses
• Financial Services Experience – 28 years

Jeff is responsible for the overall direction of the firm. Jeff is dedicated to his clients by assisting them with a long-term financial plan, so they can live with confidence and freedom.

Email Jeff: jeff@duncanfm.net

To check the professional background of this financial advisor, please click here.


Erica Duncan, Office Manager

• Financial Services Experience – 24 years

Erica is responsible for the day to day management of the firm, along with books and records. Erica’s commitment to the accuracy of records, allows clients to have security with their investments.

Email Erica: erica@duncanfm.net


Stacey Cheek, President

  • Missouri State University, Springfield, MO
  • Series 65
  • Financial Services Experience – 21 years

Stacey begin her professional career in 1996 as a Paralegal and most recently she was the Chief Compliance Officer for 10 years of an SEC registered firm.  She is in charge of the overall operations of Duncan Financial Management.  Stacey is a well respected team member that is willing to go the extra mile to help co-workers so clients’ objectives are accomplished.

Email Stacey:  stacey@duncanfm.net


Rishi Ghosh, Vice President of Wealth Strategies


• Bachelor of Finance, University of Missouri.
• Series 65 and Life License
• Eagle Scout
• Captained High School and Collegiate racquetball teams

Rishi is responsible for the development of client’s long term financial plans.  Rishi’s communications with clients helps them achieve the independence they deserve, so they have a lifetime of confidence.

To check the professional background of this financial advisor, please click here

Email Rishi:  rishi@duncanfm.net


Lauren Sbordone, Vice President of Wealth Management

  • Bachelor of Arts, Wake Forest University
  • Series 65, 7, 66 and Life License
  • Realtor-Associate, Brown Harris Stevens, Palm Beach
  • Financial Services Experience – 18 years

Lauren has over 18 years of experience in institutional financial services, including positions she held at the NYSE and Cantor Fitzgerald.  She will focus most of her efforts in our West Palm Beach office, developing relationships with clients who are looking to secure their financial futures. Her abundance of experience in the financial services arena is an asset to the firm.

To check the professional background of this financial advisor, please click here

Email Lauren:  lauren@duncanfm.net

Shawn Baker, Accounts Manager

  • Bachelor of Science in Accounting, University of Missouri – St. Louis
  • Series 65, Life/Health, Property and Casualty Licenses
  • Financial Services Experience – 13 years

Shawn is responsible for the development of client’s long term financial goals and objectives. Shawn talks to clients and helps them by discussing the risk and rewards of different investments and strategies to use for retirement.

To check the professional background of this financial advisor, please click here

Email Shawn:  shawn@duncanfm.net


Kim Ellis, Operations Manager

  • Bachelor of Science, Public Administration, University of Missouri
  • Series 65 and Life License
  • Financial Services Experience – 18 years

Kim is responsible for assisting future and current clients in the flow of their investments, so they have confidence of knowing where and how to access account information.

To check the professional background of this financial advisor, please click here.

Email Kim: kim@duncanfm.net


Lisa Krasznai,  Client Services Manager

  • Bachelor of Science Elementary Education, University of Missouri – St. Louis
  • Financial Services Experience – 25 years

Lisa is responsible for assisting future and current clients in the flow of their investments, so they have confidence of knowing where and how to access account information.

Email Lisa:  lisa@duncanfm.net


Sean Duncan, Intern

  • Currently enrolled at Lindenwood College
  • Life License

Email Sean: sean@duncanfm.net