General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As Vice President of Business Development, Duke is responsible for client retention and growth as well as building relationships with strategic partners. Duke is a CERTIFIED FINANCIAL PLANNER® professional and his goal is to provide financial peace of mind to individuals, families, small business owners and couples who are seeking guidance with financial planning. Whether it is to maintain a certain lifestyle or leave a family legacy, Duke helps create customized plans so clients feel at ease and can enjoy retirement.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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