Liam Duncan
Financial Advisor
Planning for tomorrow, providing confidence today
Who We Are
We work to build long-term, meaningful relationships with our clients in order to deeply understand what they truly value. We believe our focused approach grounded in what's important to each individual client establishes a framework for success today, tomorrow, and beyond.
TODAY. To understand where you've been, where you're currently at and what beliefs drive your aspirations.
TOMORROW. To create a roadmap to maximize the things you can control, while executing wealth management strategies that matter.
BEYOND. To explore the dreams and possibilities that come into focus as you achieve your goals.
Liam has been working with Northwestern Mutual since 2019. He oversees setting the vision for the firm and protecting our ideals of safety and sophistication. Liam also enjoys coordinating new relationships, ensuring that they find us to be a safe and sophisticated place in which they can take care of that which is most important to them.
Outside of work, Liam spends most of his time with his Fiancé, Gina enjoying all that Colorado has to offer. You can usually find Liam hiking in the summer seasons or skiing in the winter seasons. As a family, they love gardening, being outside, playing sport, English Premier League and visiting with family in England.
Licenses
Health, Life, Disability and Long Term Care Insurance license
Securities Registration Series 6, 63
Education
The Ohio State University - Bachelor of Science: Economics
Associations and Memberships
As a member of the National Association of Insurance and Financial Advisors (NAIFA), Liam Duncan works to promote ethical conduct and sound business skills. NAIFA is a national nonprofit organization representing insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Get to know my team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Brenda Sims
Planning Assistant
Brenda is a Financial Planning Specialist, focusing on Insurance Services and Underwriting Management with Duncan Wealth Partners. Her primary role is ensuring that we’re delivering our best products in a seamless manner for our clients. It also entails effective communication with them, including email follow up, scheduling and review preparation.
Brenda is a Denver native and an avid Colorado sports fan. When she is not cheering on her favorite team, you’ll find her with a book or spending quality time with her wonderful children and grandchildren.
Logan Milanovich
Associate Financial Representative
Logan is an Associate Financial Representative and Operations Manager with Duncan Wealth Partners. Day to day, Logan’s time is dedicated to account management and maintenance, ensuring that our solutions are implemented and managed in the most efficient way possible.
Logan is currently a Junior at Indiana University studying Finance, Entrepreneurship, and Accounting. When he is not studying Logan enjoys hockey, running, skiing, traveling and trying new foods.