With 25 years of experience as a financial advisor and branch manager, Greg Duncan specializes in retirement planning, helping clients confidently transition into the next phase of life. One of his greatest joys is getting to tell clients, "You're good to retire."
Greg believes that financial success is built on trust, clear communication, and effective execution. His approach is deeply client-focused, making sure that each individual’s unique needs are met with honesty, integrity, and transparency. He takes care of everything — from retirement planning to taxes, wills, insurance, and estate matters —- while actively monitoring progress to keep clients on track.
Beyond finance, Greg enjoys playing the guitar and piano. He also loves hiking and kayaking, and spending time in the great outdoors.