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Our Experience

Basil "Skip" Duncan

LPL Wealth Advisor



Skip’s background includes over 30 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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Kelly Burke

LPL Financial Advisor


Kelly Burke is the owner of Redwood Financial Group. He is a graduate of Fisher School of Business at The Ohio State University with a BSBA in Finance. After working at US Bank for a few years, Kelly...

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Mark Farnham

LPL Financial Advisor


Mark is the owner of his own LPL Financial Branch in Dublin Ohio. He began his career in the financial services industry in 2001 with one of the largest financial planning firms in the country. In 2009, his...

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