I joined Duncan Financial Group, LLC, in December 2013 and bring over 25 years of institutional retirement plan and wealth management experience to my role as Plan Advisor and Investment Advisor Representative at Duncan Financial Group.I work closely with corporate retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. My primary goals when working with organizations on their retirement plans are to simplify the plan management for the plan sponsor, lower plan expenses and assist the employees in reaching their financial goals, enabling them to retire with a sustainable retirement income. As an independent Investment Advisor Representative, I provide unbiased financial advice for my individual clients with a high level of personal service. I appreciate meeting new people and whether it is guiding individuals through the various stages of retirement planning, saving for college, gauging appropriate levels of insurance, or rounding out an investment portfolio, I enjoy helping my clients meet all of their financial goals.In my leisure time, I enjoy spending time with my family. I also enjoy golfing, scholastic and collegiate wrestling, and cheering on the Pittsburgh sports teams. I currently reside in Wexford, PA.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are separate entities.