Experience

As Managing Director, Bill helps to set the overall strategy for the Duncan Financial Group and managing client portfolios. As a Private Wealth Advisor, he helps clients with financial planning and keeps them informed about the markets, economic conditions and portfolio performance.

Bill has been helping clients to achieve their goals for more than 26 years. Bill’s prior experience includes positions with Ameriprise Financial, Morgan Stanley Smith Barney and US Bancorp Investment Services. He holds a bachelor’s degree from The University of Wisconsin, Madison and is a Chartered Retirement Planning CounselorSM.

When he’s not in the office, Bill enjoys running, playing hockey, biking, skiing, attending his children’s activities and traveling with his wife, Mira, and their two children, Lyle and Nora. He has also coached hockey and is an active volunteer with Glencoe Family Services. .

As a Financial Advisor, Ryan helps clients with everything from investing, wealth preservation and education planning to retirement planning, insurance and wealth transfer strategies. He helps to build customized financial plans that help each of our clients reach their life goals.

Ryan has been helping clients to achieve their goals for many years. Ryan holds a bachelor’s degree from Ohio State University. He has also earned the CERTIFIED FINANCIAL PLANNER designation and is a Chartered Retirement Planning CounselorSM.

When he’s not in the office, Ryan enjoys rooting on Cleveland teams, golfing, exercising and grilling with his friends and family. Ryan is actively involved with the Juvenile Protection Association, which provides therapy to kids and teachers in lower income Chicago communities

Nick supports advisors by helping to service clients and making sure they have everything they need when they need it. He uses his positive attitude to keep things upbeat even in challenging environments. Nick enjoys helping clients to achieve their goals. He has worked for three financial institutions and holds a bachelor’s degree in finance. 

Outside of the office, Nick enjoys exploring the city of Chicago, hiking, tennis, and rooting on his favorite hometown teams

Jess helps with everything from account set-up and money movement to scheduling meetings with advisors, providing website support and more. Jess has been focused on delivering the highest quality customer experience for more than 14 years. Prior to joining UBS, she was in banking and financial institution management.

When Jess is not in the office, she enjoys being outdoors. She loves hiking, traveling, running, walking her dog and spending time with family and friends.