Team Duncan Financial

Team Duncan offers advice-based, comprehensive Financial Life Plans. We focus our practice on helping clients align their values and life goals with their financial behavior. We partner with clients by offering them tools to expand their feelings of freedom, joy, and prosperity. Eric and Amy Duncan, a husband a wife team, provide a rare balance of skills and a refreshing approach to financial planning. Each brings proficiency to the financial planning process that is specifically tailored to help their clients make better financial decisions. Amy is an experienced CFP® professional who focuses on increasing clients’ self-awareness of their money personality, money story and behavioral biases so that they are empowered to make more aligned financial decisions. Eric has an MBA and 18 years of experience managing investment portfolios. Together, Amy and Eric offer individuals and couples well-rounded solutions that align their portfolio with their overall financial plan. Their complementary skill sets ensure clients feel heard and gain confidence as they move toward achieving life goals.