WE HARNESS OUR CREATIVITY INTO A VIABLE STRATEGY THAT WORKS FOR YOU
F. Keith Duncan, ChFC®, AAMS®Managing Partner
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.
Stephanie L VailClient Service Manager
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.
Richard OtrembaPlanning Assistant
Rich joined the team in 2015 and brings wire house experience and knowledge. As a licensed assistant, Rich is responsible for providing administrative support to advisors that are conducting investment research and portfolio planning.
Rich is a graduate of Towson State University and member of both the Beta Gamma Sigma and Golden Key National Honor Societies.