Broker Check

Our Experience

Basil "Skip" Duncan

Skip’s background includes over 25 years of experience in banking and financial planning. Since 2002, Skip has served as a Financial Consultant specializing in helping higher net worth families manage their financial affairs. His...

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Ronald "Ron" Mayer

Ron has over 39 years of experience in the life insurance and financial planning industry. Previous Experience Prior to joining LPL Financial in July of 2011, Ron was a financial consultant with AXA-Equitable, LLC for 39 years. He is a...

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