Meet Duncan Financial Management, Inc.


Jeff Duncan, Founder and Principal

Prior to founding Duncan Financial Management, Inc. in 2005, Jeff realized that Americans were not being served properly when it came to Financial Planning.  Through hard work and dedication, he overcame the obstacles of starting and maintaining a business, especially one in an industry as heavily regulated as financial services.  Today, DFM has offices in Fenton and St. Charles, Missouri, and West Palm Beach, Florida.

Jeff is responsible for the overall direction of the firm.  He primarily works with individuals who are at or approaching retirement and have a desire for in-depth financial planning. He is dedicated to his clients by assisting them with a long-term financial plan, so they can live with confidence and freedom.

Jeff is a member of DFM’s Investment Committee, as well as host of his long time running TV Show “Your Money with Jeff Duncan.”   Jeff attended Mehlville High School in St. Louis and obtained a Bachelor of Finance degree and a Masters of International Business degree from St. Louis University before attending Webster University where he obtained a Master of Business Administration.

Jeff enjoys spending time at his second home in the Sunshine State.

Email Jeff: jeff@duncanfm.net

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Erica Duncan, Office Manager

Erica joined DFM in 2009 and is the first friendly face you will meet coming into the office.  She is responsible for assisting Jeff in getting ready for his client appointments.  In addition, she takes on many back office tasks and provides guidance to our employees in human resources.

Erica has over 30 years of financial services experience and prides herself with her commitment to the accuracy of client and employee records.

Erica loves when the whole family gets together for family dinners.  She loves to cook and experiment with new recipes on her family.

Email Erica: erica@duncanfm.net

Stacey Cheek, President

Stacey joins DFM after serving as the Chief Compliance Officer for another financial firm in the St. Louis area. She has been responsible for the oversight and administration of all firm-wide policies and procedures for over 20 years so she has a deep understanding of what it takes to oversee a financial firm.

Coupled with her significant experience and organizational skills, she is a well-respected team member always going the extra mile to help her co-workers and clients develop solutions to accomplish their objectives.

Stacey attended Missouri State University and began her career as a Paralegal in 1996. She has drafted various estate planning documents including Living Trusts, Charitable Trusts and Family Limited Partnerships.  She currently holds her Series 65 license.  Outside of work she enjoys spending time with her husband and on weekends you will find her at a dance competition with her daughter or a baseball tournament with her son.  Her family resides in High Ridge, Missouri.

Email Stacey:  stacey@duncanfm.net

Rishi Ghosh, Vice President of Wealth Strategies

Rishi joined DFM after graduating from the University of Missouri – Columbia and currently serves as Vice President of Wealth Strategies. After starting as an intern, Rishi quickly moved to Account Manager where he began assisting Jeff with client portfolios.

As Vice President of Wealth Strategies Rishi is responsible for client relationships as well as portfolio analysis and management.  He works directly with clients developing and implementing personal, financial and income plans for investors nearing or in retirement. In addition to investment management, Rishi also advises his clients on estate and tax planning strategies. He is a member of DFM’s Investment Committee, as well as Co-host of “Your Money with Jeff Duncan” and contributes to the overall investment strategy of the organization.

Outside of work Rishi enjoys hanging out with friends and family whether it be on the golf course or down at the Lake of the Ozarks. As an Eagle Scout he truly enjoys the outdoors, and when he has the opportunity you will find him with a fishing pole in one hand and the leash of his black lab “Bentley” in the other. Rishi currently resides in Brentwood, MO.

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

Email Rishi:  rishi@duncanfm.net

Lauren Sbordone, Vice President of Wealth Management

Lauren joined DFM in April of 2017. She grew up in New York and after graduating from Wake Forest University, she returned there to pursue her dream of working on Wall Street. Over the course of her successful seventeen-year career in Equities, Electronic Sales and Trading, it became clear to her that her frequent vacations to South Florida were no longer enough. Her parents are year-round residents of Florida, and the quality of life Florida offers is undeniable. Subsequently Lauren chose to leave her home in Manhattan to pursue a new career and life in Palm Beach.

Lauren is a financial advisor with DFM in our West Palm Beach office. She is responsible for taking clients through the DFM Path from start to finish. She also has her own segment on our show “Your Money with Jeff Duncan,” geared toward empowering women to take control of their financial future. It is called Essential Tips for Women to Retire Well, and it speaks to financially independent women who may not be comfortable going the retirement path alone.

Her enthusiasm and NY bred work ethic are a winning combination for success. Lauren currently holds her Series 65 license. She also has her real estate license with Brown Harris Stevens in Palm Beach, where Lauren now enjoys an active outdoor lifestyle year-round.

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Email Lauren:  lauren@duncanfm.net

Joseph Graslaub, Financial Planning Associate

Joseph joins DFM after serving as a Sales Analyst for an automotive aftermarket parts company.  He was responsible for creating, analyzing, and proposing customer’s inventory acquisitions and investments.

Upon completion of exams, Joseph will be taking the responsibility of a Financial Advisor.  His daily task will be to explain and show how the DFM path will be able to fit his client’s needs and wants, aligning them for success in the future.

Joseph is currently attending Missouri Baptist University and will be graduating in the Spring of 2018 with his Bachelors degree.  Outside of work and school he spends his free time with his wife and their son and daughter.  Hockey is followed pretty tightly around the household so when there is a St. Louis Blues game on you can guarantee they are watching it.  Joseph and his family currently live in Fenton, Missouri.

Email Joseph: joe@duncanfm.net

Anthony Striker, Financial Planning Associate

Anthony joined DFM in January of 2018 as a Financial Planning Associate.  He previously worked as a financial advisor for Edward Jones.

Anthony will be instrumental in helping construct financial plans, providing investment research and review, as well as providing diligent and detailed follow up with our clients.  Anthony holds a Bachelor of Science and Minor in Financial Services from Maryville University in St. Louis. He is also a registered investment advisor for DFM and is a member of DFM’s Investment Committee.

Outside of work Anthony is involved with the local craft beer community in St. Louis.  He produces a podcast with a friend in which they review products and share the history of St. Louis breweries and eateries.  He is also a life-long St. Louis Blues fan, a close follower of international soccer, and enjoys spending time with his younger siblings, Grace and Matthew.

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Email Anthony:  anthony@duncanfm.net

Kim Ellis, Operations Manager

Kim has been with DFM since 2008. After college, she received her first employment opportunity working in the client services area for Edward Jones. She has over 19 years of experience in financial services, and has a strong desire to be of assistance to clients and their needs in a timely manner.

With a strong work ethic, she is responsible for assisting clients with all account inquiries and transactions. As Operations Manager, she oversees the duties of the Client Services Manager and motivates the staff to deliver exceptional client service.  She enjoys training new staff members and finding resolutions to operational challenges.  Her background and problem solving skills make her a true leader in her role.

Kim attended the University of Missouri St. Louis and currently holds her Series 65 and life licenses. Outside of work she enjoys spending time with her daughter. She enjoys hiking, biking, and anything involving physical fitness and health. Her family resides in Wildwood, Missouri.

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

Email Kim: kim@duncanfm.net

Lisa Krasznai,  Client Services Manager

Lisa joined Duncan Financial Management, Inc. in 2016 after a 23 year career in the Financial Industry working in various roles for several financial firms in the St. Louis area.

As Client Services Manager, she is responsible for building and nurturing strong personal relationships with  clients. Her day to day activities include assisting current clients with deposit and withdraw activity, general service requests, and making sure they have confidence of knowing where and how to access their account information.  In addition, she works with prospective clients in setting up their new accounts.  Her experience, attention to detail and excellent communication skills are an asset in this role.

Lisa is a graduate of the University of St. Louis, MO with a Bachelor of Science in Education. Outside of work she enjoys spending time with friends and family, traveling, and reading.

Email Lisa:  lisa@duncanfm.net