Duncan Financial Group, Senior Staff

Executive Team

Senior Staff

Check out the background of firms and investment professionals on FINRA's BrokerCheck.

David S. Duncan, CFP®

Chairman and CEO

Direct Contact:

(724) 863-3287, x3103
dduncan@duncangrp.com

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David Duncan is the Chairman and CEO of Duncan Financial, the parent company of Duncan Advisor Resources. Dave holds his CFP® and has over 30 years of investment management experience. Although he has responsibility in all aspects of the company’s growth, his main focus is personal wealth management, which allows him to help his clients develop, monitor and achieve their financial goals.

David graduated from Point Park University in 1979 with a degree in Business Administration. He received the professional designation of Certified Financial Planner from the College for Financial Planning in 1986. He has been licensed to offer securities products by FINRA since 1983. David is a qualifying and life member of the Million Dollar Round Table and has been a member of the Top of the Table for the last nineteen years. In 1996, Travelers Insurance Company chose him as their “Agent of the Year” at their annual meeting in San Francisco, California.

John M. Duncan, Jr., CIC, CWCA

President, Insurance Division

Direct Contact:

(724) 863-3420, x3311
jduncan@duncangrp.com

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While serving as President of Duncan Financial Group’s Insurance Division for the past 15 years, John has overseen the company’s unwavering delivery of the gold-level service its clients have come to expect.

John is a graduate of Indiana University of Pennsylvania, where he earned his degree in Business Management. He takes his civic responsibility seriously, a trait passed on by his father, who taught him the importance of supporting the community that supports his company. John has long-served as President of the Norwin Public Library Board, and is a board member of the Norwin Chamber of Commerce, where he co-chairs the annual Golf Outing. He is also member of the Norwin Rotary Club, on the Board of the Norwin School District Community Foundation, and a member of the Irwin Lions Club. John strongly supports Norwin’s Student Athlete of the Week Program, where he is honored to present awards to the school’s outstanding scholars and athletes. One of John’s passions is Norwin’s Relay for Life event.

John and Duncan Financial Group are also firmly committed to the events hosted by the Irwin Business and Professional Association, including such endeavors as the Irwin Jazz in the Streets, Ladies Night, Light Up Night, Cookie Tour, Car Cruise, and others.

Just as important to John is his family, which includes: his wife of 30 years, Donna; his son Lance, who also works at the company; daughter, Megan, a teacher at Vincentian Academy in Pittsburgh; and their beloved rescue dog, River. John is an avid golfer and enjoys a good game at the Madison Club. He also likes to travel and visit his camp in Potter County.

Brian Duncan, CFP®, CLU®

Executive Vice President

Direct Contact:

(724) 863-3287, x3102
bduncan@duncangrp.com

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Since joining the firm in 2009, Brian has worked with families and businesses to develop and implement strategies that accumulate, manage, protect and transfer their wealth. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations.

Brian obtained his undergraduate degree from the University of Pittsburgh and a Master of Business Administration from Duquesne University. With a commitment to providing comprehensive guidance and strategies to clients, Brian also holds Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations.

Daniel J. Vecchio, CPA

Executive Vice President

Direct Contact:

(724) 863-3287, x3115
dvecchio@duncangrp.com

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Daniel J Vecchio, CPA joined Duncan Financial Group, LLC in October, 1994. He brings over 25 years of management, accounting and tax experience to his dual role as the company’s Chief Operations Officer and CPA for outside individual and business tax clients.

Daniel started with the company as a staff accountant taking care of the accounting, payroll, and income taxes for the internal operating companies of Duncan Financial Group. In addition, he oversees all of the companies outside interests including partnerships with other related companies affiliated with Duncan Financial Group. Daniel also works with the company’s investment clients in preparing their personal income taxes.

He has been a CPA and a member of both the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA) since 1992. He received a Bachelor of Science degree in Accounting and Management from the University of Pittsburgh at Greensburg in 1989.

David R. Leng, CPCU, CIC, CBWA, CWCA, CRM

Executive Vice President

Direct Contact:

(724) 863-3420, x3329
dleng@duncangrp.com

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David R. Leng is Executive Vice President and Executive Partner of Duncan Financial Group, Co-Founder of Keystone CompControl, one of only 14 nationwide Level-5 Advisors of the Institute of WorkComp Professionals, and author of the  International Best Sellers – Turning Premiums Into Profits and The 10 Laws of Insurance Attraction, as well as Stop Being Frustrated & Overcharged (By Your Workers’ Compensation Program).

David has over 30 years of experience specializing in Risk management and Workers’ Compensation. He is an alumnus of Penn State, where he received a Bachelor of Science in Insurance and Risk Management. His professional designations include Certified Insurance Counselor (CIC), Certified Risk Manager (CRM) and Charter Property Casualty Underwriter (CPCU), Certified Benefits & Wellness Advisor (CBWA), and he’s been designated a Certified WorkComp Advisor (CWCA) by the Institute of WorkComp Professionals. In 2008, he was awarded the Advisor of the Year by the Institute of WorkComp Professionals.

Ismael “PJ” Pizarro, Jr.

Director, Information Technology

Direct Contact:

(724) 863-3420, x3120
ppizarro@duncangrp.com

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PJ Pizarro brings more than 28 years of hands-on experience in information technology, technology support services and operations. He oversees the architectural development and implementation of all operational and business support systems at Duncan Financial Group. He responsible for the support of computer hardware and software technologies, delivery of IT infrastructure and telephony services, information security systems, administrative technology systems, and end user support services. He has been at Duncan Financial Group since January of 2000 and prior to joining the organization he spent over a decade working as a technology infrastructure and support consultant for small to medium businesses.

Barbara Gongloff, QKA

Chief Operating Officer

Direct Contact:

(724) 863-4962, x3458
bgongloff@duncangrp.com

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Barbara joined Duncan Financial Group in September 1999. She has 31 years of qualified plan experience working extensively in plan design, set-up, implementation, administration, and consulting of Defined Contribution and Defined Benefit Plans. Barb graduated from Pennsylvania State University in December 1986 with a Bachelor of Science degree in Mathematical Statistics.

Sales and Management Team

Check out the background of firms and investment professionals on FINRA's BrokerCheck.
Emily Anderson

Benefits Advisor

Direct: (724) 863.3420 x-3335 | emily.anderson@duncangrp.com

Emily is a recent graduate from California University of Pennsylvania, where she earned a degree in Business Administration. Prior to joining Duncan Financial Group, Emily worked for Aflac as a Benefits Consultant. In December of 2018, Emily joined Duncan Financial Group as a Benefits Advisor in our Employee Benefits department. She is currently licensed for Life, Health, and Accident and is looking forward to gaining more experience from her new role in Group Benefits.

 
Adam N. Aretz, J.D.

Adam N. Aretz, J.D.

Registered Representative

Direct: (724) 863-3287 x-3111 | aaretz@duncangrp.com

Rachel Botti

Rachel Botti

Benefits Account Manager

Direct: (724) 863-3420 x3307 | rbotti@duncangrp.com

 

Rachel has been in the insurance industry for over twenty years. She joined the Duncan Financial team in 2012 as a Benefits Account Manager, and she is highly devoted to the clients she assists.

Stephanie Botti, CLU, LUTCF

Stephanie Botti, CLU, LUTCF

Insurance & Risk Advisor

Direct: (724) 863.3420 x3114 | sbotti@duncangrp.com

 

Stephanie Botti joined Duncan Financial Group, LLC, in January 2014. She brings over 20 years of insurance experience to her role as Insurance & Risk Advisor at Duncan Financial Group.

Prior to joining Duncan Financial Group, Stephanie was with Liberty Mutual Group for 24 years, as an Agent, and Sales Manager of 4 Western PA offices. She is licensed for Personal and Commercial Property & Casualty and Life, and has 2 professional designations, LUTCF (Life Underwriter Training Council Fellow) and CLU (Chartered Life Underwriter), and has been recognized within the industry multiple times as a Five Star Professional award recipient.

As an independent advisor, Stephanie uses a consultative approach with potential and existing clients, which allows her to choose the best mix of insurance coverages and products, in the best interest of her clients.

Lisa M. Brown, CISR, CIC

Lisa M. Brown, CISR

Insurance & Risk Advisor

Direct: (724) 863-3420, x3332 | lbrown@duncangrp.com

 

Lisa joined Duncan Financial Group in February 1988 as a Customer Service Representative. Not long after joining the staff, she became certified and earned the Customer Insurance Service Representative designation. Lisa received her Certified Insurance Counselor designation in July 2018.

Lisa is the lead Personal Insurance Account Manager. She works with quoting and writing new business, as well as managing close to 500 clients. Lisa enjoys getting to know her clients and helping them find the best insurance coverages for their unique needs.

Gabrielle Buccigrossi

Gabrielle_Buccigrossi

Insurance Operations Manager

Direct: (724) 863-3420, x3324 | gabrielle.buccigrossi@duncangrp.com

Gabrielle joined Duncan in October 2018, as the Insurance Operations Manager. She began her career in the insurance industry quickly after college graduation, obtaining her Property & Casualty license in Pennsylvania and Ohio. She has extensive knowledge, having worked in both Personal and Commercial Lines positions including sales, customer service, and management.

Prior to joining Duncan Financial Group, she facilitated the start of a new Property & Casualty agency, where she was responsible for performing numerous tasks to facilitate growth and the success of the company.

Nancy L. Conners

Nancy Conners

Investment Advisor Representative

Direct: (724) 863-4962, x3460 | nconners@duncangrp.com

Nancy L. Conners joined Duncan Financial Group, LLC in November 2010 as an Administrative Assistant in the Retirement Plan Administration department. Nancy quickly excelled in her role and after only a few years, she emerged as an Investment Advisor Representative.

Nancy works with existing retirement plan sponsors on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. As an Investment Advisor Representative, Nancy acts as a fiduciary for her clients. Her experience and integrity allows her to best serve her clients’ needs.

Nancy graduated Summa Cum Laude from Slippery Rock University. Nancy currently holds FINRA Series 7 & 66 and is licensed in Life and Health insurance in PA.

Lance Duncan

Assistant Insurance Operations Manager

Direct: (724) 863-3420 x3334 | lduncan@duncangrp.com

Lance joined Duncan Financial Group, LLC in 2015, as an Account Manager in the Group Benefit division and Brokerage assistant for Duncan Advisor Resources’ Brokerage General Agency. Lance quickly advanced in his role, transitioning to a full-time position in the Duncan Insurance Group and acquiring additional internal responsibilities, while focusing on carrier relationship management.

In 2018, Lance advanced to his current role of Assistant Insurance Operations Manager, executing administrative responsibilities for Duncan Insurance Group and continuing his work with Duncan’s insurance carriers and providers.

Lance graduated from Ohio Wesleyan University in 2009 and he is also licensed in Life, Accident, and Health Insurance.

Joseph Fiori

Sales Manager

Direct: (724) 863-3420 x3331 | joseph.fiori@duncangrp.com

Joe Fiori joined Duncan Financial Group in March 2018 as our first ever full-time Sales Manager. Joe graduated from Point Park University with a degree in Business Management and brings a wealth of experience in both sales and management to our organization, along with a passion for leadership.

Charles R. Houser, Jr, CLU, CFP®, CWCA, CIC

Charles R. Houser, Jr., CFP®, CLU

Certified Insurance Counselor- Managing Partner

Direct: (724) 349-8780 | chuck.houser@indianainsurance.com

Chuck entered the insurance field after graduating in 1982 from Indiana University of Pennsylvania, where he earned a Bachelor of Science degree in Business Administration and a minor in Economics. He joined Indiana Insurance in 1997. The agency grew exponentially under his direction until he eventually purchased it in 2010. He has earned the following professional designations: Certified Insurance Counselor (CIC), Certified Financial Planner™ (CFP®), Certified WorkComp Advisor (CWCA), and Chartered Life Underwriter (CLU). He also holds a Series 7 (General Securities) Stockbrokers license and is a Registered Investment Advisor.

Deanne Hutchens, CHRS

Deanne Hutchens

Employee Benefits - Account manager

Direct: (412) 238-7330, x3175 | dhutchens@duncangrp.com

 

Deanne has been with Duncan Financial Group as an Account Manager for Employee Benefits since 2013. She quickly entered the industry after attending Edinboro University near Erie, Pennsylvania.

Edward E. Kavo, CLU, CFP®

Edwards E. Kavo, CLU, CFP®

Investment Advisor Representative

Direct: (724) 863-3287, x3106 | ekavo@duncangrp.com

 

Edward E. Kavo has been with Duncan Financial Group since August, 2010. Ed specializes in Personal Wealth Management, Retirement Services, and Employee Benefits-- bringing over 40 years of experience in financial services.

In 2010 he joined DFG to again work with clients directly and also act a Securities Branch Manager. Ed continues to help businesses and individuals to achieve their goals in the areas of his expertise, Individual and retirement planning, business continuation and employee benefits.

Ronald J. Kims, Jr., CLTC®

Ronald J. Kims, Jr., CLTC®

Investment Advisor Representative

Direct: (412) 238-7330, x3179 | rkims@duncangrp.com

 

Ron Kims has been with Duncan Financial Group since June of 2017. Ron has over 10 years of experience in the financial area, as well as several additional years of business experience. Ron possesses a Series 7, Series 66, and Life and Health license in Pennsylvania, Ohio and Florida.

Ron works with prospects and current clients to plan an investment strategy, assisting both individuals and commercial clients to achieve their long-term investment goals. Ron engages in all areas of financial planning with an emphasis on retirement planning and elder care.

Alex P. Kline, CFP®, RICP®

Alex P. Kline, CFP®, RICP®

Senior Vice President, Retirement Specialist

Direct: (412) 238-7331 | akline@duncangrp.com

 

Alex P. Kline joined Duncan Financial Group, LLC, in December, 2011. Alex brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. Alex works closely with both corporate and individual clients to help them achieve their long-term financial goals. In addition, Alex is the Program Director for Duncan Financial Group’s Employee Financial Wellness Program.

Alex earned his degree in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991. In both 2015 and 2016, he was honored as a Top Financial Advisor by Duncan Financial Group’s broker-dealer, Cambridge Investment Research Advisors, Inc. Today, he currently holds FINRA Series 7, 24, 63 & 65, Life & Health.

Andrea Kovalcin

Andrea-Kovalcin

Chief Financial Officer

Direct: (724) 863-3412, x3118| andrea.kovalcin@duncangrp.com

Andre Kovalcin joined Duncan Financial Group in May 2018, as the Chief Financial Officer. She brings to the company financial expertise with particular strengths in finance, accounting, administration, risk management, and contract management.

Throughout her career, Andrea has operated in several finance and accounting positions for both for-profit and non-profit organization. Her years of experience in corporate accounting and department management helped develop her strong understanding of financial and tax strategy development and implementation.

Andrea graduated from Saint Vincent College with a Bachelor degree in Finance and Financial Management Services.

Nathan Kramm

Nathan_Kramm

Registered in Group Health and Life

Direct: (412) 238.7330 x3180 |nathan.kramm@duncangrp.com

Nathan joined Duncan Financial Group in August 2018, as part of the Private Wealth Management and Group Benefits departments. He offers his clients and the team a diverse background and in-depth understanding of the Life Industry, previously working at New York Life Insurance Company. Before his time with New York Life, Nathan spent four years teaching in the private school sector. Nathan has a Bachelor of Science degree in Education from Slippery Rock University and a Master of Education degree from Westminster College.

Timothy A. Kunkle, AIF®

Timothy Kunkle

Investment Advisor Representative

Direct: (412) 238-7334 | tkunkle@duncangrp.com

Timothy A. Kunkle joined Duncan Financial Group, LLC, in December 2013. He brings over 20 years of institutional retirement plan and wealth management experience to his role as Investment Advisor Representative at Duncan Financial Group.

Tim works closely with potential and existing retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. He prides himself on building long-term relationships with his growing client base and providing excellent customer service.

He received a Master of Business Administration from the University of Phoenix and a Bachelor of Science in Consumer Affairs from Indiana University of Pennsylvania. Tim currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained the Accredited Investment Fiduciary™ designation in 2015 and is licensed in Life and Health insurance in PA, OH, WV and VA.

Alan Lazar

Alan Lazar

Business Development Officer

Direct: (724) 863-3420, x3308 | alazar@duncangrp.com

 

Alan Lazar joined Duncan Financial Group in 2013 as Duncan’s Business Development Officer. Over the years, Al has made a lasting impression on both his clients and co-workers. He connects with clients and prospects by providing education and support regarding their financial needs.

Al is also a part of Duncan’s Employee Worksite Financial Wellness Team, where he presents Medicare and Social Security, Elder Care Planning and Person Income Tax planning strategies to employees at businesses.

Julie Leeper

Registered Representative

Direct: 724.863.3287, x3105| julie.leeper@duncangrp.com

Julie Leeper joined Duncan Financial Group, as a Registered Representative in March 2019. Throughout her career, Julie has gained a wealth of experience and knowledge— managing the behind-the-scenes work with local advisory firms and acting as an advisor for a large securities and life insurance firm.

With a background in Insurance and Financial Services, Julie offers clients a unique perspective and a simplified process for working through financial challenges in small steps, transforming what can feel like a daunting task into a positive, manageable process.

Julie is a graduate of Penn State University with a degree in Corporate Communications and she is licensed in Life & Health Insurance, as well as Property & Casualty Insurance. Julie holds her series 6, 63, 65, and 7.

Joseph D. Lundie

Joseph D. Lundie

Registered Representative

Direct: (724) 863-3412 x3327 | jlundie@duncangrp.com

Joe Lundie joined DFG in August of 2002 as a retirement plan consultant and investment advisor representative. He brought over 20 years of experience with a few large firms in the area, primarily as a financial and accounting officer.

Currently, Joe concentrates his efforts in assisting his own clients that he has developed over the years with their tax, accounting and financial service needs. His work in the past helping businesses in financial services now provides him with a unique perspective in assisting individuals in realizing their financial objectives.

Joe currently holds the FINRA Series 6 & 63 registrations and is licensed in Pennsylvania in the Life and Health Insurance lines of business. He graduated from Princeton University with a BA degree in Economics, and thereafter, obtained his MBA from the University of Pittsburgh with a concentration in Finance.

Anthony R. Marciano, EA

Anthony R. Marciano

Accounting & Tax Services Representative

Investment Advisor Representative

Direct: (724) 863.3412 x3151 | amarciano@duncangrp.com

 

Anthony R. Marciano joined Duncan Financial Group, LLC in November of 2003. He brings nearly 20 years of accounting, tax and investment management experience to his role in the Accounting & Tax Services Division, as well as an Investment Advisor Representative.

Anthony works diligently and professionally with potential and existing tax and investment clients to create an overall plan and strategy to minimize income tax burdens and build an overall investment portfolio designed to meet the specific goals and objectives of each client.

He currently holds FINRA series 7, 63 and 65 licenses. Anthony also holds the Enrolled Agent designation with the Internal Revenue Service. Anthony received a Bachelor of Science Degree in Accounting from St. Vincent College and has completed graduate studies at Point Park University and Northwestern University.

Robert B. McCalmont, CFP®

Robert B. McCalmont, CFP®

Investment Advisor Representative

Direct: (724) 863-4962, x3457 | rmccalmont@duncangrp.com

 

Robert McCalmont joined Duncan Financial Group, LLC, in January 1992. He has over 25 years of institutional retirement plan and wealth management experience in his role as Investment Advisor Representative at Duncan Financial Group.

As an independent Investment Advisor Representative, Rob provides unbiased financial advice for his individual clients with a high level of personal service. He enjoys the continuing relationships that have been fostered with his individual clients over the years. Rob currently holds FINRA Series 6, 7, 24 and 63 licenses. He obtained the Certified Financial Planner™ designation in 1999. Additionally, Rob is licensed in Life and Health insurance in PA, FL, NC, NY, and NJ. In December of 1991, he received his degree in Finance from Westminster College in New Wilmington, PA.

Younes Mekkaoui

Insurance & Risk Advisor

Direct: (724) 863-3420, x3318 | younes.mekkaoui@duncangrp.com

Younes Mekkaoui joined Duncan Financial Group, as an Insurance and Risk Advisor, in March of 2019. Younes brings over ten years of customer service and sales experience to provide clients with strategic insurance solutions alongside our commercial insurance team.

Younes is a graduate of the University of Bordeaux in Casablanca, Morrocco. He is licensed in Property & Casualty Insurance.

Christy Noel

Christy Noel

Director, Financial Services Operations

Direct: (724) 863-3287, x3107 | cnoel@duncangrp.com

Christy joined Duncan Financial Group, in March of 2014. She brings 18 years of financial services industry experience to the organization. Her experience in both operations management and as a sales professional, provide the perfect balance for achieving strategic operational objectives while meeting the needs of our sales professionals and ensuring superior client experiences.

Christy currently holds FINRA Series 7, Series 66, and a Life and Health license. She graduated with a B.S. in Business Administration with a concentration in Finance and a minor in Mathematics from California University of Pennsylvania and received her Master of Business Administration from Seton Hill University in 2013.

Brad Prentice, CHRS

Brad Prentice

Sr. Vice President & Manager
of the Employee Benefits Department

Direct: (412) 238-7330, x3176 | bprentice@duncangrp.com

Brad Prentice, CHRS is Sr. Vice President and Manager of the Employee Benefits Department for Duncan Financial Group. He has over 25 years in the Employee Benefits industry in many capacities including: sales, management, underwriting and alternative funding programs.

Zachary Ray

Zachary_Ray

Insurance & Risk Advisor

Direct: (724) 863-3420, x 3326 | zachary.ray@duncangrp.com

Since graduating from St. Vincent College in 2012, Zachary has worked in customer service and sales across a number of industries. Zachary is currently working to obtain his Property & Causality license so that he can help both individuals and businesses protect what matters most.

Alberto Roman

Alberto_Roman

Insurance & Risk Advisor

Direct: (724) 863-3420, x3312| alberto.roman@duncangrp.com

Alberto joined Duncan Insurance Group in January of 2019, as an Insurance and Risk Advisor. Alberto brings over ten years of customer service, sales and management experience to assist clients with insurance solutions.

Jennifer Roman

Human Resources Director

Direct: (724) 863-3287, x3301| jennifer.roman@duncangrp.com

Jenn has been working in human resources for over 15 years with experience in various industries and most recently in consulting.  She has a Bachelor of Science in Business Administration with a dual focus on Human Resources Management and Finance. 

Steve Spokane

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Controller, Accounting & Finance

Direct: (724) 863-3412, x3321| sspokane@duncangrp.com

Steve Spokane is the Controller for Duncan Financial Group’s Accounting and Finance Division. Steve graduated from the University of Akron in Ohio, with a Bachelor’s of Science in Accounting in 2014. He began his career at Duncan Financial Group in 2013, as an intern and eventually transitioned to a full-time member of the accounting team, working as an internal accountant. For over 3 years, Steve served as a Senior Accountant, before moving into his current role as Controller— designing and overseeing workflow process, accuracy, timeliness and transparency of information.

Donald L. Waite, CRPC®

Donald L. Waite, CRPC®

Investment Advisor Representative
Chartered Retirement Planning Counselor

Direct: (412) 238-7335 | dwaite@duncangrp.com

 

Don Waite joined Duncan Financial Group, LLC, in January 2015. Don brings over 30 years of real-world business and financial experience to his role as an Investment Advisor Representative at Duncan Financial Group. In addition, he devotes much of his time to helping to developing, presenting and implementing Duncan’s Employee Worksite Financial Wellness Program.

Don currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained the Chartered Retirement Planning CounselorSM designation in 2016 from the College for Financial Planning. He is a licensed Financial Advisor in PA, WV, OH, NY, CT, WI & FL and also, a licensed Insurance Agent in PA & OH. His degree is in Business Administration.

Frank S. Zoracki, LUTCF

Frank S. Zoracki, LUTCF

Investment Advisor Representative

Direct: (724) 863-3287, x3122 | fzoracki@duncangrp.com

 

Frank S. Zoracki joined the Duncan Financial Group in 2016 and brings over 30 years of life insurance and wealth management expertise to his role as an Investment Adviser Representative at Duncan Financial Group.

Frank works with clients to understand their wants and needs, while providing personalized financial advice attained over the last 30 years. He currently holds a FINRA Series 6, 63, 66 and Series 7, and is licensed in several states to conduct business and provide advice and services. Additionally, he proudly serves on the Investment Policy Committee at Duncan Financial Group and as Managing Director of The Northeast Region for Keystone Insurers Group.

Your Dedicated Team

Accounting and Finance
Dan_BurdDaniel Burd
Accountant, Accounting & Finance
Direct: (724) 863.3412 x3313
daniel.burd@duncangrp.com
Chelsea Henry
Accountant, Accounting & Finance
Direct: (724) 863.3412 x3109
chelsea.henry@duncangrp.com

Andres AbreuAndres Abreu
Accountant, Accounting Analyst
Direct: (724) 863.3412 x3112
andres.abreu@duncangrp.com
Elizabeth Kornides
Corporate Administrative Assistant
Direct: (724) 863.3287 x3448
elizabeth.kornides@duncangrp.com
Group Benefits
Gabrielle Robbins
Assistant Account Manager, Employee Benefits
Direct: (724) 863.3420 x3121
grobbins@duncangrp.com
Insurance Services
Commercial Insurance
Dina Desiderio
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3323
ddesiderio@duncangrp.com
Daneen Hayden, CIC, CISR
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3322
dhayden@duncangrp.com

Sandra Price, AU, CISR, CWCS
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3304
sprice@duncangrp.com
Mary Rodman, CISR
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3316
mrodman@duncangrp.com

Patricia Rocco,  CWCS
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3309
procco@duncangrp.com
Megan_LoughmanMegan Loughman
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3305
megan.loughman@duncangrp.com


Kimberly_pribish Kimberly Pribish
Account Manager, Commercial Insurance
Direct: (724) 863.3420 x3330
kimberly.pribish@duncangrp.com
Corrine _Commerical Corrine Geiger
Support, Commercial Insurance
Direct: (724) 863.3420 x3306
cgeiger@duncangrp.com



Personal Insurance
Paula Guy, CISR
Account Manager, Personal Insurance
Direct: (724) 863.3420 x3317
pguy@duncangrp.com
Maryanne Insurance divisionKim Smith, CISR
Account Manager, Personal Insurance
Direct: (724) 863.3420 x3333
ksmith@duncangrp.com

Lesli MoesleinLesli Moeslein 
Account Manager, Personal Insurance
Direct: (724) 863.3420 x3328
lesli.moeslein@duncangrp.com
Rebecca Varga
Account Manager, Personal Insurance
Direct: (724) 863.3420 x3314
rebecca.varga@duncangrp.com

Insurance Support
insurance divisionLois Novakovich
Administrative Assistant, Insurance Division
Direct: (724) 863.3420 x3300
lnovakovich@duncangrp.com
Sandra Foster
Administrative Assistant, Insurance Division
Direct: (724) 863.3420 x3325
sandra.foster@duncangrp.com
Retirement Plan Administration Services
lydia headshotLydia Banfield
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3449
lbanfield@duncangrp.com
Janet Beliles
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3455
jbeliles@duncangrp.com

Tim Bishop headshot Tim Bishop
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3177
tbishop@duncangrp.com
Jeannine HeadshotJeannine DePaola
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3450
jdepaola@duncangrp.com

Tyler Headshot Tyler Headlee
Distribution Processor, Retirement Plan Administration Services
Direct: (724) 863.4962 x3320
theadlee@duncangrp.com
Maggie Hoeflien
Support, Retirement Plan Administration Services
Direct: (724) 863.4962 x3459
mhoeflien@duncangrp.com

Austin Krise HeadshotAustin Krise
Support, Retirement Plan Administration Services
Direct: (724) 863.4962 x3463
akrise@duncangrp.com
Jennifer Long
Enrollment Processor, Retirement Plan Administration Services
Direct: (724) 863.4962 x3499
jennifer.long@duncangrp.com

Adam J. Davis, QPA, QKA
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3452
adam.davis@duncangrp.com
Catrin Firnbach
Plan Analyst, Retirement Plan Administration Services
Direct: (724) 863.4962 x3465
cfirnbach@duncangrp.com

Jenna Galley
Administrative Assistant, Retirement Plan Administration Services
Direct: (724) 863.4962 x3451
jenna.galley@duncangrp.com
Wealth Management
Penny Private Wealth Management Penny Brant 
Client Service Associate, Private Wealth Management
Direct: (724) 863.3287 x3113
pbrant@duncangrp.com
Nadine Private Wealth Management Nadine Buchko
Executive Assistant to David Duncan
Direct: (724) 863.3287 x3104
nbuchko@duncangrp.com

August_Damian_Private_Wealth_Management August Damian
Client Service Associate, Private Wealth Management
Direct: (412) 238-7330 x3181
august.damian@duncangrp.com
Colton_Hearn Colton Hearn
Administrative Assistant, Private Wealth Management
Direct: (724) 863.3287 x3123
colton.hearn@duncangrp.com

Kristen_HullKristen Hull
Strategic Executive Support Coordinator, Private Wealth Management
Direct: (724) 863.3287 x3126
kristen.hull@duncangrp.com
Marketing
Breann_DemossBreann DeMoss
Marketing Associate
Direct: (724) 863.3420 x3315
breann.demoss@duncangrp.com
JonMichael_CardamoneJon Michael Cardamone
Marketing Coordinator
Direct: (724) 863.3420 x3108
jonmichael.cardamone@duncangrp.com
Indiana Insurance
Cindy Deabenderfer, CIC, CISR
Customer Service Representative, Indiana Insurance
Direct: (724) 349-8780 x 16
Cindy.Deabenderfer@indianainsurance.com
Ashley Sprague
Customer Service Representative, Indiana Insurance
Direct: (724) 349-8780 x 12
Ashley.Sprague@indianainsurance.com

Lori Wilson
Marketing Assistant & Customer Service Representative, Indiana Insurance
Direct: (724) 349-8780 x 14 Lori.Wilson@indianainsurance.com
Shannon Hill
Administrative Assistant, Indiana Insurance
Direct: Direct: (724) 349-8780 x 10
Shannon.Hill@indianainsurance.com
 

One call. One company. ALL under one roof.

One call. One company. ALL under one roof.

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