Duncan Financial Group, Senior Staff

Executive Team

Senior Staff

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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.

David has been active as an officer or director of many non-profit organizations, including the Norwin Basketball Association, Immaculate Conception Parish, and Irwin Lions Club. He is currently a member of the Point Park University Board of Trustees. In fact, he is the first Point Park alumni to serve on the Board of Trustees and be inducted into the University’s Athletic Hall of Fame. David was an Honorable Mention All American catcher for Point Park in 1978 and 1979.

David is very proud of his 8 children Brian, Rebecca, Emily, Clare, Nathan, Connor, Alexis and Haley and his 5 grandchildren Colton, Joseph, Grace, Theodore and Miles. As an avid golfer, David has memberships at Oakmont Country Club, Youghiogheny Country Club, Edgewood Country Club, Firestone, Reynolds Plantation, Hammock Beach Golf Club and Plymouth Country Club. He lives in Monroeville, PA with his wife Dr. Jinan Duncan.

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

Chief Operations Officer

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. Mr. Vecchio 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.

Mr. Vecchio started with the company in 1994 as a staff accountant taking care of the accounting, payroll, and income taxes for the internal operating companies of Duncan Financial Group. He has held various positions with the company over the years and has assisted both the management teams and executive team in growing the organization from about 15 employees to close to 90 employees. Dan also oversees all of the companies outside interests including partnerships with other related companies affiliated with Duncan Financial Group. He also handles the various commercial real estate buildings owned by the related real estate partnerships.

He also worked with the company’s investment clients in preparing their personal income taxes. In addition to his internal responsibilities, he was also responsible for growing the accounting and tax department in bringing on new personal tax clients as well as expanding the offerings to business clients to include accounting, taxes and payroll services. He continues today in spending part of his time in assisting and consulting with small business in order for them to reach their business goals and profitability levels. Mr. Vecchio enjoys working with clients that have various lines of business with the company as he feels like those clients benefit the most from the various professionals at the company and truly benefit from the one stop shop that is Duncan Financial Group.

Prior to joining Duncan Financial Group, LLC, Mr. Vecchio worked as a staff accountant for the firm of Wechsler, Myers and Wolsh, CPA’s in downtown Pittsburgh, PA. He spent five years with them and worked in all areas of the firm which included taxes, accounting and auditing. He passed the CPA exam in 1991 and officially became a CPA at the beginning of 1992 after completing the required two years of experience with a CPA firm. Mr. Vecchio 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.

Mr. Vecchio currently resides in Levelgreen, PA with his wife and two boys. He is a huge sports fan and enjoys watching all of the Pittsburgh sports teams as well as playing golf and spending time with his family

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

Executive Vice President

Direct Contact:

(724) 864-3420, x3329
dleng@duncangrp.com

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David R. Leng is Executive Vice President and Executive Partner of the Duncan Financial Group, a Faculty Member of the Institute of WorkComp Professionals, and author author of the International Best Seller- The Laws of Insurance Attraction, as well as Stop Being Frustrated & Overcharged Year After Year By Your Workers’ Compensation Program. Institute of WorkComp Professionals in 2012.

David is a 30-year veteran of the Risk Management and Insurance industry. He is regarded as one of the brightest minds in the industry due to his unique Risk Profile Improvement Process, which identifies, controls and reduces the risk factors inherent in any business that drive costs to an organization’s bottom line and hinders employee productivity. Since 2004, David has saved his clients well over $42,000,000 in premiums and overcharges.

David was awarded the Advisor of the Year for 2008 by the Institute of WorkComp Professionals and is a frequent contributor to Dynamic Business, Environmental Health & Safety magazines, and has been published in several other periodicals and association newsletters.

David, who has 30 years’ experience specializing in Risk management and Workers’ Compensation, 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.

David is also Co-Founder of Keystone CompControl, the nation’s largest single network of Workers’ Compensation specialists, and is one of only 14 nationwide Level-5 Advisors of the Institute of WorkComp Professionals.  He has spoken nationally for the Hardwood Manufacturers Association as well as The Wood Products Manufacturing Association.

David is a frequent speaker for the Westmoreland HR Association, the National Workers’ Compensation Symposium, PA Society of Public Accountants, SMC Business Councils, as well as other organizations; and was added to the faculty of the Institute of WorkComp Professionals in 2012.

David spends his leisure time boating in the summer and skiing in the winter with his wife, Lynn, and their two children, Alizabeth and Luke. David and Lynn are active members of Emmaus and Autism Speaks, organizations that help support individuals with special needs, including their son Luke, who was diagnosed with Autism at the age of 18 months. David’s hobbies include woodworking and ice hockey, as well as donating considerable time to his local high school by helping to design and build sets for their musical productions.

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

Director of Plan Administration

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

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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 Manger

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. Rachel is involved in the community serving on various committees at the First United Church of Christ, the Art & Jazz Nites committee for Downtown Irwin and she is a member of the Duncan Hospitality Committee. Despite her heavy involvement in the community and her diligent efforts in the office, Rachel enjoys spending time with her family and friends. She also enjoys traveling, camping, winters at Seven Springs and attending concerts with her friends & family in the summer.

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.

Ms. Botti uses a consultative approach with potential and existing clients, with the primary goal of making sure all potential personal and business risks are addressed, and solutions offered. Ms. Botti prides herself on building long term relationships with her clients and their families, and providing excellent customer service.

As an independent insurance advisor, Ms. Botti can help choose the best mix of insurance coverages and products, in the best interest of her clients. She really enjoys meeting new people, understanding their needs, and providing a high level of personal service.

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.

Community and family involvement are important to Stephanie. She is a member of the Rotary Club of White Oak, the Realtors Assn of Westmoreland, Indiana and Mon Valley, the Westmoreland West Realtors Assn, and the Westmoreland Chamber. Of particular enjoyment are meeting people at the various events Duncan sponsors throughout the year, such as Music in the Streets, Relay for Life and Race for Grace.

Stephanie spends most of her leisure time with her large extended family, usually cooking lots of family favorites, and traveling whenever possible. She currently resides in North Huntingdon.

Lisa M. Brown, CISR

Lisa M. Brown, CISR

Senior Personal Insurance Account Manager

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 is currently working on becoming a Certified Insurance Counselor.

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

Lisa has two children, both are currently in college. Her daughter Lindsay, is starting her last year at Slippery Rock University and intends on being a French teacher. Her son Jacob is starting his 2nd year at Seton Hill University and is pursuing a degree in the theatre world.

Every September, Lisa helps with representing Duncan Financial Group at the Sample Norwin Business Showcase event, which is hosted by the Norwin Chamber of Commerce. She also volunteers with the Irwin Music in the Streets event, as well as Relay for Life of Norwin.

Lisa enjoys the Pittsburgh Sport teams, mostly the Steelers! She hopes to retire in the mountains someday with a beautiful lake view.

Nancy L. Conners

Timothy Kunkle

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.

Ms. Conners works with existing retirement plan sponsors on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. Nancy’s primary goals when working with Retirement Plan Sponsors are to minimize the employer’s time spent managing the plan, to lower the plan’s overall expenses, and to assist the plan participants in achieving their own personal retirement goals.

As an Investment Advisor Representative, Ms. Conners acts as a fiduciary for her clients. She is seen as a guardian of wealth and protector of family assets. Nancy’s experience and integrity allow her clients to have confidence and peace of mind concerning their financial well-being, both now and in the future. Her services allow clients the freedom to enjoy life with their family and friends—Making It All Work Together!

Ms. Conners currently holds FINRA Series 7 & 66. Nancy is licensed in Life and Health insurance in PA. She graduated Summa Cum Laude from Slippery Rock University with a Bachelor of Science in Elementary Education.

Both family and community are important to Nancy. She currently resides in Westmoreland City with her husband and two children. She is active in the planning and execution of Irwin’s annual Music in the Streets event, and is also a proud member of the Duncan Relay for Life Team since 2011. In her leisure time, Nancy enjoys spending time with family and friends. She also enjoys rooting for the Pittsburgh Penguins and Steelers.

Rand Denale

Rand Denale, CFO

Chief Financial Officer

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

 

As Duncan ‘s Chief Financial Officer, Rand oversees the day-to day operations of all aspects of the company’s accounting and reporting operations.

Rand brings to Duncan Financial Group nearly 40 years of experience in the financial sector, having served as CFO, President, CEO and COO with some of the region’s top financial institutions. Every company he’s been associated with has spoken highly of his commitments to excellence and the positive influence he has had on both clients and fellow workers.

Previous to joining Duncan Financial Group, Rand served as President and CEO of Manor Bank. A graduate of Indiana University of Pennsylvania, where he received his BA in Business Administration/Accounting, Rand is also very active in various civic and professional organization. Rand and his wife Susan reside in Harrison City. They have two adult daughters, 3 grandchildren and two Welsh Corgis. He enjoys watching Pittsburgh sports, traveling and spending time with family and friends.

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. Although she has only been with Duncan Financial Group for the past three years, she entered the industry 24 years ago after attending Edinboro University near Erie, Pennsylvania. Even though Deanne is very dedicated to her work and family, she still finds time to volunteer on the board of a non profit animal rescue farm and to organize fundraisers for a local charities at least once a year. She also is a huge Iowa Hawkeyes fan and loves to travel with her husband. On the weekends she can be found attending the symphony, going to a concert or even spotted at a wine affair with family & friends.

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. He has been in Financial Services since 1977, when he began his career with Travelers Insurance Company, in the Pittsburgh office. His various positions with Travelers took him to Columbus, Ohio and Hartford, Ct, before returning to Pittsburgh in a managerial capacity.

Ed left Travelers in 1992 to pursue his goal to work directly with clients in helping them achieve their financial goals. At Three Rivers Financial Services Ed worked with individuals, but with business owners to develop well thought out plans for retirement, employee benefits and business continuation plans.

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.

Ed and his wife, Donna, live in Upper St, Clair and have 2 grown children. Both have been involved in various community and charitable activities.

Susan Kerin

Susan Kerin

Manager of Operations

Direct: (724) 863-4962, x3454 | skerin@duncangrp.com

 

Susan D. Kerin is the Manager of Operations, Retirement Plan Division, and has been with Duncan Financial Group since 1999. She is responsible for overseeing the daily activities of the Retirement Plan Division – encompassing the set-up of new plans, the transference of existing plans’ assets, and the coordination of plan terminations. Susan has over 30 years of experience in building and maintaining client and participant relationships in the retirement plan industry. She studied Communications at the University of Maryland. In her leisure time, she enjoys spending time with family and friends.

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 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.

Prior to Duncan Financial Group, Mr. Kims worked for Ron Ameriprise and Thrivent Financial. Ron also has experience in the banking industry as well as well as experience in title insurance and real estate.

Ron possesses a series 7, series 66 and life and health license. He is licensed in Pennsylvania, Ohio and Florida. Ron grew up in Shaler Township, nearby the Pittsburgh office of Duncan Financial Group, and attended North Catholic High School and Edinboro University where he was an economics major.

Ron is married and lives in the Pittsburgh suburb of Ross Township. He has been involved in the Homeowners Association Councils in two neighborhoods and has volunteered with special needs children coaching golf for the Special Olympics. When not working, Ron enjoys running, golf and bike riding.

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. Mr. Kline brings over 30 years of financial services experience to his role Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. Mr. Kline works closely with both corporate and individual clients to help them achieve their long-term financial goals. With over 30 years of experience in financial services, Mr. Kline is committed to providing his clients with a high-level of professionalism and custom-tailored financial guidance in order to help them build a strong financial plan for their future. In addition, Alex is the Program Director for Duncan Financial Group’s Employee Financial Wellness Program. The program includes financial planning and guidance for employees regardless of their salary, tenure or position in the company. Alex and his team go beyond the traditional retirement plan education and provide onsite, one-on-one consultations with each employee, including targeted group seminars presented by subject-matter specialists.

Mr. Kline began his career with Mutual of NY and later joined the Meyer & Eckenrode Insurance Group. In 1988, Alex became a partner of the agency, and named President of its investment subsidiary, M&E Investment Group in 1995. In July of 2000, Meyer & Eckenrode was acquired by Sky Bank where Alex was named Senior Vice President and Director of Sky Retirement Services, Eastern Region. Huntington Bank acquired Sky Bank in July of 2007, where Alex was named the Team Leader for the Pittsburgh Wealth Management Group.

In both 2015 and 2016, Mr. Kline was honored as a Top Financial Advisor by Duncan Financial Group’s broker-dealer, Cambridge Investment Research Advisors, Inc. The distinction earned him an invitation to the Cambridge Premier Club. Also in 2015, Alex was recognized by the Financial Times as one of the top 401(k) Retirement Advisors in the country. Alex has been published in the following magazines: Health Insurance Underwriter, Foundry, and Occupational Health & Safety.

Mr. Kline currently holds FINRA Series 7, 24, 63 & 65, Life & Health. Alex graduated with a B.A. in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991.

Alex resides in Pittsburgh with his wife, Ellen, and their four children: Chelsea, Alex Jr., Victoria and Elizabeth. In his leisure time, Alex coaches boys youth basketball at St. Bonaventure in Pittsburgh. He also enjoys spending time golfing and fishing. Alex is also a member of the Shaler Rotary Club.

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. Mr. Kunkle brings over 20 years of institutional retirement plan and wealth management experience to his role as Investment Advisor Representative at Duncan Financial Group.

Mr. Kunkle works closely with potential and existing retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. Timothy’s primary goals when working with companies on their retirement plans are to simplify the plan management for the plan sponsor, lower plan expenses and assist the plan participants in reaching their retirement goals, enabling them to retire with a sustainable retirement income. Mr. Kunkle prides himself on building long-term relationships with his growing client base and providing excellent customer service.

As an independent Investment Advisor Representative, Mr. Kunkle provides unbiased financial advice for his individual clients with a high level of personal service. Timothy appreciates 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, Mr. Kunkle enjoys helping his clients meet all of their financial goals.

Prior to joining Duncan Financial Group, LLC, Mr. Kunkle served as Assistant Vice President and Relationship Manager at Huntington National Bank in Pittsburgh, PA where he oversaw retirement plan sponsor relationships in the Pennsylvania and West Virginia regions. Mr. Kunkle has also held roles as Relationship Manager, Retirement Plan Services at Federated Investors in Pittsburgh, PA, Senior Account Executive, Retirement and Investor Services, at Principal Financial Group in Dublin, OH, and Relationship Manager, Integrated Retirement Plan Solutions, at The Vanguard Group, Malvern, PA.

Mr. Kunkle currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained the Accredited Investment Fiduciary™ designation in 2015. Mr. Kunkle is licensed in Life and Health insurance in PA, OH, WV and VA. 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.

Community involvement is important to Mr. Kunkle. He is currently on the Board of Directors of Allegheny Youth Development in Pittsburgh, PA, is the Coordinator for Jay’s Journey Walk for Pancreatic Cancer Awareness, PIAA wrestling official and youth soccer coach.

In his leisure time, Mr. Kunkle enjoys spending time with his family. He also enjoys golfing, scholastic wrestling, and cheering on the Pittsburgh sports teams. He currently resides in Wexford, PA.

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. In the past 4 years, Alan has made a lasting impression on both his clients and co-workers. He connects with clients and prospects, schedules meetings with them, provides education regarding their financial needs, and monitors and follows-up with the client to ensure client satisfaction.

Alan 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.

In addition, Alan has been a member of the Greensburg Rotary Club for the past 13 years, and currently serves on the Board of Directors. He has also served as Chairman for several community events, including the Service Above Self Memorial Day 5K, which raises money for Wounded Worriers. Even with a busy schedule, Alan still finds time to spend quality time with his wife, Sheri, and son, AJ. Often the family can be found cheering on their favorite Pittsburgh sports teams, the Steelers and the Penguins.

Joseph D. Lundie

Joseph D. Lundie

Investment Advisor Representative

Direct: (724) 863-3412 x-3327 | 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.

Given this background, Joe was asked in 2004 to expand his responsibilities and assist DFG with its internal accounting operations. From 2006 to the beginning of 2017, he served as the CFO for the organization, developing and overseeing its accounting systems. During this time, DFG was able to triple in size.

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.

Throughout his career, Joe has been active in the local community, holding many leadership positions. He resides in North Huntingdon with his wife and has three grown children. He always enjoys making trips to Southern Maryland with his wife to spend time with their grandchildren. In his spare time, Joe enjoys golfing and is an avid reader, especially material in the business and economics fields.

Anthony R. Marciano, EA

Anthony R. Marciano

Director, Accounting & Tax Services
Investment Advisor Representative

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

 

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

Mr. Marciano works passionately, diligently and professionally with potential and existing tax and investment clients to create an overall plan and strategy to minimize income tax burdens, build an overall investment portfolio designed to meet the specific goals and objectives of each client, monitor the plan and strategy on a regular basis and to ensure a personal service that is grounded in Christian ethics and morals.

As an independent Investment Advisor Representative, Mr. Marciano provides comprehensive financial advice for his individual investment clients with a high level of personal service and client interaction. As an Enrolled Agent with the Internal Revenue Service, Mr. Marciano is able to represent his clients in tax court and under audit and is bound by a code of ethics that is a guiding point for his meetings on a routine basis. Anthony is blessed with the ongoing retention base and loyalty of his clients which he attributes to past performance, an overall sense of care and compassion toward his clients and the past and present leadership of Duncan Financial Group that has and continues to be good stewards of the community and their financial resources.

Prior to joining Duncan Financial Group, LLC, Mr. Marciano served as a tax accountant with Arthur Andersen, LLP and Grossman Yanak & Ford, LLP. Mr. Marciano is very appreciative of and humbled by the mentorship that he received at both of these organizations which served as a tremendous foundation and launching point for his career at the Duncan organization.

Mr. Marciano 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, Northwestern University and the Pittsburgh Theological Seminary.

Faith and family are vital to the well-being of Mr. Marciano. Anthony is currently a Commissioned Ruling Elder within the Presbyterian Church (PCUSA) and serves as a Pastor filling the pulpit approximately (2) Sundays out of every month for various churches throughout Westmoreland, Fayette and Allegheny counties. Anthony resides in the North Huntingdon area with his wife and adored children and enjoys activities ranging from that of reading to sports to worship.

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.

Mr. McCalmont works closely with potential and existing retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. Rob’s primary goals when working with companies on their retirement plans are to simplify the plan management for the plan sponsor, lower plan expenses and assist the plan participants in reaching their retirement goals, enabling them to retire with a sustainable retirement income. He prides himself on building long-term relationships with his growing client base and providing excellent customer service.

As an independent Investment Advisor Representative, Mr. McCalmont 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.

Mr. McCalmont currently holds FINRA Series 6, 7, 24 and 63 licenses. He obtained the Certified Financial Planner™ designation in 1999. Mr. McCalmont is licensed in Life and Health insurance in PA, FL, NC, NY, and NJ. In December of 1991, he received a Bachelor of Arts in Finance from Westminster College in New Wilmington, PA.

Community involvement is important to Mr. McCalmont. He is currently on the Deacon Board of Pennsville Baptist Church in Mount Pleasant. He is also involved as a volunteer with the 1st through 6th grade WIRED group as well as coaching for a local youth basketball league.

In his spare time, Mr. McCalmont enjoys spending time with his wife, 5 children, their spouses, and three grandchildren. He enjoys golfing and basketball and is an avid fan of all of the Pittsburgh sports teams. He currently resides in Donegal, PA.

Christy Noel

Christy Noel

Director, Financial Services Operations

Direct: (724) 863-3287, x3108 | cnoel@duncangrp.com

Christy joined Duncan Financial Group, in March of 2014. She brings 18 years of financial services industry experience to the organization. She spent 14 years in retail banking acquiring a diverse background of roles including branch management and team lead for acquisition transition teams. 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.

Christy currently resides in Mount Pleasant, PA with her husband, Rick. In her spare time, she enjoys spending time outdoors with her Boxer mix, Yulia, and traveling to visit friends and family.

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.

Kim-Marie Stanley, EA

Kim-Marie Stanley

Senior Accountant

Direct: (724) 863-3412, x3319 | kstanley@duncangrp.com

 

Kim-Marie Stanley is an Enrolled Agent and joined Duncan Financial Group LLC in August of 2015 as a Senior Accountant. Her role here at Duncan has been two-fold as she has both internal and external accounting duties.

Drawing on years of experience, Ms. Stanley’s passion lies with the direct services she provides to our clients in the form of tax reporting and payroll processing for small businesses. She is extremely committed to excellence in both accuracy and service.

Ms. Stanley was originally from Kittanning but resided in Tampa for many years. She was the Controller for the largest family-owned citrus and cattle farm in Florida. She studied at Seton Hill University and returned to this area to be closer to her family while providing her two daughters with the opportunity to receive an outstanding education. They currently reside in North Huntingdon and enjoy participating with many of the Norwin School District’s groups and various civic events that Duncan Financial Group supports.

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. Mr. Waite brings over 30 years of real-world business and financial experience to his role as an Investment Advisor Representative at Duncan Financial Group.

Mr. Waite devotes much of his time helping to develop, present and implement Duncan’s Employee Worksite Financial Wellness Program. The Program is designed to help employees obtain control of their personal Financial Wellness, which includes education sessions in Retirement Account Investing, Account Consolidation, Income Tax Planning, Social Security, Medicare & Elder Care Strategies, Cash Flow & Budgeting Concepts, Debt & Credit Analysis, Personal Insurance Evaluation, Identity Theft and Education Funding. Mr. Waite also works with employers to schedule the Wellness Program Rollouts, employee education and one on one meetings. Don’s specific areas of specialization are Cash Flow & Budgeting, Debit & Credit Analysis, Identity Theft and Education Funding.

As a Chartered Retirement Planning CounselorSM and Independent Investment Advisor Representative, Mr. Waite concentrates on providing unbiased financial advice targeted on preserving, diversifying or growing a client’s savings & investments based on their specific risk tolerance and goals for their future. Don says, “This is the most personally fulfilling profession I have ever experienced. Nothing surpasses helping people realize their financial goals & dreams and solving their Financial Wellness dilemmas”.

Prior to joining Duncan Financial Group, LLC, Mr. Waite was an Independent Financial Advisor, working with the support of the Duncan Branch Advisor Resources operation. He concentrated on Small Business Owner Defined Benefit Plans and planning. He has spent over 20 years as the President and Owner of a small manufacturing firm specializing in air movement ducting used by contractors in the asbestos & lead paint remediation industry. His varied experience in Industry and the Financial marketplace have given him an in-depth knowledge of the business environment and employer’s financial needs.

Mr. Waite 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.

Mr. Waite has been a volunteer at the Light of Life Rescue Mission for over 21 years. He spent 8 of those years on the Board of Directors. Don has also been a part of Tunch & Wolf’s Walk for the Homeless every year since it started in 2003.

Don and his wife, Kathy have 4 children, 5 grandchildren and 3 great-grandchildren (and counting). They enjoy Pittsburgh Pirates baseball, having volunteered as part of their sales staff for 18 years. He resides in the North Hills suburb of Pittsburgh, PA.

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 January 2016. Mr. Zoracki brings over 30 years of life insurance and wealth management expertise to his role as an Investment Adviser Representative at Duncan Financial Group.

Mr. Zoracki has several responsibilities at Duncan Financial Group. Serving as an Investment Adviser Representative, he works with clients to understand their wants and needs while providing personalized financial advice attained over the last 30 years. Frank also offers his clients attention and service, assisting in developing comprehensive financial plans and strategies. Frank holds a FINRA Series 6, 63, 66 and Series 7, and is licensed in several states to conduct business and provide advice and services. Mr. Zoracki proudly serves on the Investment Policy Committee at Duncan Financial Group. The group meets regularly to analyze and discuss investment options over all sectors bringing clients the best possible investment strategies and options.

Mr. Zoracki also serves as Managing Director of The Northeast Region for Keystone Insurers Group. Frank works with agencies and their agents across the region to bring them case design strategies, business planning solutions, product knowledge, and estate planning solutions for their client’s needs. Mr. Zoracki also handles referrals from Duncan Insurance’s business and personal clients. These clients have also benefited from his expertise in providing financial and insurance solutions.

Prior to joining Duncan Financial Group, Mr. Zoracki started his career in 1983 with Prudential Insurance where he was a top producer for 10 years. In 1992, he joined Northwestern Mutual Life as a Wealth Management Adviser and Advanced Planning Specialist with over 20 years active in specializing in personal and business Insurance and Investment Planning.

In his leisure time, Mr. Zoracki enjoys spending time with his wife, daughter and their dog. They enjoy traveling, participating and spectating in their daughter’s activities. He is also an avid golfer, supports and participates in numerous charity outings, and occasionally finds some time to relax and take it all in.

One call. One company. ALL under one roof.

One call. One company. ALL under one roof.