We Harness Our Creativity Into a Viable Strategy That Works for You

Managing Partner

F. Keith Duncan, ChFC®, AAMS®

Mr. Duncan has been in the financial services industry for over 20 years and offers a seasoned professional approach to assisting clients in determining goals, implementing plans and providing personalized advice. He opened Duncan Investment Partners in 2009 to better serve his clients as an independent advisor.

A Washington DC native and graduate of Frostburg State University, his professional designations include the Chartered Financial Consultant from the American College and the Accredited Asset Management Specialist designation from the College for Financial Planning.

Client Service Manager

Stephanie L Vail

Director of First Impressions…
A graduate of Towson State University. Joined the team in 2012. She brings with her a host of service management experience from her years as an account manager with a local logistics firm. She is responsible for overseeing the client experience and managing client/administrative services.

Chief Financial Officer

Brandon Azargoon

Brandon is a CFO for the LPL CFO Solutions team. Brandon has extensive experience in the financial services industry working for several large companies in various corporate finance roles. Prior to joining the CFO Solutions team, he was a Relationship Manager with LPL serving over 500+ advisors in multiple territories across the US.