about

Meet Duncan Financial Management, Inc.

 

Jeff Duncan, Founder and President

• 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


 

Kim Ellis, Client Services Manager

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

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


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


 

Rishi Ghosh, Accounts Manager

• 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


Stacey Cheek, President

Stacey has over 20 years experience as a Compliance Officer, she is in charge of overall operations of Duncan Financial Management.  She 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


Lauren Sbordone, Vice President of Wealth Management

Lauren has over 18 years experience in the financial institutions including the NYSE and Cantor Fitzgerald.  She will focus most of her efforts in the West Palm Beach office, with her abundance of experience in the financial services arena.

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

Email Lauren:  lauren@duncanfm.net