Meet the professionals who can help you Pursue Your Goals


Our goal at DFM is to replace client concerns with a lifetime of confidence by educating them on the financial services and tools available. Our intent is for every client to fully understand and feel secure with the retirement road map customized for them.

Meet The Team

The team behind Duncan Financial Management, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

jeff

Jeff Duncan Founder, Principal

Prior to founding Duncan Financial Management, Inc. in 2005, Jeff realized Americans were not being served properly when it came to financial planning. He worked his way through the obstacles that come with starting and maintaining a business in a heavily regulated industry, and 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 is insurance licensed and primarily works with individuals who are in or approaching retirement and have a desire for in-depth financial planning. He is dedicated to assisting clients with long-term financial plans, so they can live with confidence and freedom.

Jeff also hosts “Your Money with Jeff Duncan,” his long-running TV show. He attended Mehlville High School in St. Louis and obtained a Bachelor of Finance degree and a Master 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

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

erica

Erica Duncan Office Manager

Erica joined DFM in 2009 and 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 on maintaining accurate client and employee records.

Erica loves when the whole family gets together for dinner. She loves to cook and experiments with new recipes for her family.

Email Erica: erica@duncanfm.net

patrick-headshot

Patrick Guilfoy Retirement Specialist

Patrick joined DFM in August of 2020 after working previously as a Financial Advisor for Renaissance Financial in St. Louis, Missouri.

Patrick began his career with DFM in St. Louis before moving to the sunshine state in November of 2021. Patrick has played a principal role in growing the practice and serving its clients in the south Florida region.

One of Patrick’s greatest qualities is addressing client concerns when it comes to retirement planning. Patrick tailors’ specific retirement income plans for DFM’s clients. He is an investment advisory representative, licensed to sell life insurance, and specializes in creating wealth strategies for clients to meet their retirement and financial planning needs.

Patrick is an Eagle Scout, and graduate of the University of Missouri on a full-tuition and housing scholarship, through the Evans Scholars Foundation.

Often, you can find Patrick going for runs along Flagler Ave or Ocean Blvd, as he is an avid runner. On the weekends, he enjoys volunteering with his Church and spending time at the beach. Patrick currently resides at his home in Southland Park.

Email Patrick: patrick@duncanfm.net

Abby-Hanson

Abby Hanson Client Services Associate

Abby has been with DFM since March of 2021 as an Administrative Assistant. Before DFM, she had worked in multiple retail stores, and has 7 years of customer service experience. As Client Services Associate, Abby assists with the day to day office functions to support the office staff and assists all clients with any questions/concerns they may have.

Abby is currently working towards her Bachelors in Business Administration with a focus in Marketing at the University of Missouri St. Louis. She has gained ample knowledge regarding the business and insurance world in the few short months she has been with DFM. Abby hopes to carry that knowledge with her throughout her future endeavors.

Outside of work, Abby enjoys spending time with her boyfriend and friends, attending many Cardinals baseball, and Blues hockey games throughout the season. In her free time, she enjoys reading books and watching true crime documentaries.

Email Abby: abby@duncanfm.net

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 1-800-68-DUNCAN (683-8622)