Duncan Premier Planning Group
Team Members
What does it mean to make it all work together?
Making it all work together means immersing all your financial needs, optimizing the risk and reward of your investment portfolio, protecting the hard-earned assets you’ve built over your lifetime, minimizing the drag of income taxes on your wealth each year, and making sure you have a clear and definitive plan to pass on your wealth to the next generation. All orchestrated by a team of specialists under one roof – that’s making it all work together - for you.
There is no one-size-fits-all, cookie-cutter approach because our goal is to make it all work together – for you!
Premier Planning Group Team
Dave Duncan
CEO & CFP®
Dave holds his CFP® and has over 30 years of investment management experience. He has been licensed to offer securities products by FINRA since 1983.
Dave holds his CFP® and has over 30 years of investment management experience. He has been licensed to offer securities products by FINRA since 1983.
Brian Duncan
CFP®, CLU®, MBA
Brian holds the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations and brings over 10 years of experience to the Private Wealth Management team.
Brian holds the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations and brings over 10 years of experience to the Private Wealth Management team.
David Leng
CPCU, CIC, CBWA, CWCA, CRM
David has over 30 years of experience specializing in Risk Management and Workers’ Compensation. His professional designations include: Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Chartered Property Casualty Underwriter (CPCU), Certified Benefits & Wellness Advisor (CBWA), and a Certified WorkComp Advisor (CWCA) by the Institute of WorkComp Professionals.
David has over 30 years of experience specializing in Risk Management and Workers’ Compensation. His professional designations include: Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Chartered Property Casualty Underwriter (CPCU), Certified Benefits & Wellness Advisor (CBWA), and a Certified WorkComp Advisor (CWCA) by the Institute of WorkComp Professionals.
Frank S. Zoracki
LUTC
Frank brings over 30 years of life insurance with specialties in business succession and estate planning.
Frank brings over 30 years of life insurance with specialties in business succession and estate planning.
Daniel J. Vecchio
CPA
Dan has been a CPA and a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) since 1992- offering over 30 years of experience.
Dan has been a CPA and a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) since 1992- offering over 30 years of experience.
Stephanie Botti
CLU, LUTCF
Stephanie 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). She has also been recognized within the industry as a Five Star Professional award recipient.
Stephanie 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). She has also been recognized within the industry as a Five Star Professional award recipient.
Kristen Hull
CRPC® | Concierge Coordinator
In addition to her role as our dedicated Private Wealth Concierge Coordinator and Financial Planning Specialist, Kristen brings 15 years of experience to the Private Wealth Management Team.
In addition to her role as our dedicated Private Wealth Concierge Coordinator and Financial Planning Specialist, Kristen brings 15 years of experience to the Private Wealth Management Team.