With over 30 years of experience in the financial services industry and $50 million in assets under management, Duck is a trusted financial advisor dedicated to helping clients navigate the complexities of wealth management. Specializing in retirement planning, investment strategies, tax optimization, and estate planning, Duck has earned a reputation for delivering personalized advice that aligns with each client’s unique goals, values, and financial aspirations.
Duck and his wife, Karen, have been married for 28 years and are the proud parents of four daughters—Sarah, Hannah, Haley, and Sydney. They also have two grandchildren. In 1998, Duck’s desire to give back to his community led him to start coaching high school sports, primarily soccer and track and field, at Clay High School in Oregon, Ohio. Outside of work, Duck enjoys golfing and exercising, believing that physical health is just as important—if not more so—than financial wealth. After all, what is wealth without health?
Throughout his career, Duck has worked with individuals, families, and businesses to develop personalized strategies focused on long-term financial security and growth. By combining deep industry knowledge with a client-first approach, Duck empowers clients to make informed decisions and achieve their financial goals with confidence. He stays current on market trends, regulations, and financial tools to offer innovative and practical solutions. Whether you're planning for retirement, managing investments, or seeking comprehensive financial advice, Duck is committed to guiding you every step of the way.