Duncan is an Associate Para-planner at SilverOak Wealth Management. Among other things, his primary roles include assisting a team of advisors to effectively execute the financial planning process as well as providing advisors with deliverables for client meetings.
Prior to joining SilverOak, Duncan worked in an associate role at a start-up wealth management firm primarily focusing on meeting preparation and creating financial plans for clients. He received his Bachelor of Science in Finance and a minor in Accounting from Concordia University – St. Paul in December of 2017.
Concordia University - B.S. Finance, Accounting Minor
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