Barbara Duncan, CFP®

Partner & Senior Wealth Advisor

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Some of Barbara’s favorite moments come when a client reaches a long-sought milestone and shares their appreciation for her help in reaching it. This enthusiasm for helping clients reach their financial goals is one that Barbara brings to our firm every day, whether she is working one on one with a client or training other wealth advisors and planning staff members.

Barbara started in the financial services industry when she landed a job at our firm as an Assistant Financial Planner. Since then, her responsibilities have steadily expanded, and over 15 years later, she serves as Partner & Senior Wealth Advisor. Barbara helps develop and maintain client relationships, is a member of our management team, and trains staff members in the personalized financial planning and investment management that our firm is committed to.

Outside of work, the Topeka resident shows the same dedication to helping improve people’s lives as she does at the office. Her community activities include board membership on the Topeka Symphony League, as well as serving as a volunteer for Birthright of Topeka. She also enjoys sporting events and gardening, and is a big fan of TV crime dramas.

Education and Designations

B.S., Personal Financial Planning, Kansas State University

MBA, Emphasis in Small Business Management, University of Phoenix

CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards

Memberships and Community Activities

Member, Financial Planning Association (FPA), Greater Kansas City Chapter

Member, National Association of Personal Financial Advisors (NAPFA)

Board President, Topeka Symphony League

Trustee, Topeka Symphony Orchestra Endowment

Volunteer, Birthright of Topeka