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 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: firstname.lastname@example.org
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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: email@example.com
Abby Hanson Client Services Manager
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.
Sean DuncanWealth Management Associate
Sean has been with DFM since November of 2022 as an Wealth Management Associate. Before DFM, Sean worked at TD Ameritrade and Wells Fargo. Sean works side by side with Jeff working on clients Retirement Analyzer and account information, he also assists all clients with any questions/concerns they may have.
Sean graduated in 2019 with a Bachelors’ in Finance. Outside of work Sean enjoy’s playing golf.
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