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Specialties
Private Wealth Advisor Duane brings more than 20 years of wealth management experience.
He has served in credit unions, broker-dealers, and banking institutions with individuals and institutions. Duane believes success lies in creating meaningful relationships; discovering clients' goals and hopes, creating a plan together, and taking action to reach those goals. Duane is a graduate of Eastern Michigan University in Economics and Mathematics. He started in the financial services industry in 1999. In addition to the ChFC certification, he has also earned the CLU. He currently resides in Brighton with his wife, and three children. When not with family, Duane enjoys bee keeping and being involved in the Brighton community.
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Always free for clients.
ChFC, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://adviserinfo.sec.gov/