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

Abby-Hanson

Abby Sager 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 husband 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

Sean-headshot

Sean DuncanWealth Management Associate

 Sean has been with DFM since November of 2022 as a Wealth Management Associate. Sean has his Series 7, 63, and 65 securities licenses, along with multiple state Health and Life Insurance licenses, and is a Certified Senior Advisor (CSA).

Prior to joining DFM, Sean worked in the retail trading industry as an advanced trader with TD Ameritrade and worked as an associate for multiple financial advisors at Wells Fargo. This experience gave him an opportunity to gain an in-depth understanding of market dynamics, portfolio analysis and intermarket relationships between different asset classes and investment vehicles. However, Sean ultimately wanted to use his vast market knowledge to personally help individuals create a clear and defined financial path for their future.

Outside of work, Sean enjoys spending time with his friends and family. He loves to golf, attend sports events and concerts during his free time.

Email Sean: sean@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 give us a call at 1-800-68-DUNCAN (683-8622)