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Our Team

Our talented team members hail from all over the country – even the world. We know what it’s like to work with friends, family, and neighbors who prefer a little “Main Street” perspective over Wall Street rhetoric. Our team works together toward a shared goal, combining their knowledge of investments, estate planning, tax planning, wealth management, and retirement planning, often with some much-needed common sense, to help you pursue your ideal future. These are the folks who help make Savant’s Wise Counsel possible.

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Donald D. Duncan

CFP®, CFA®, CPA/PFS, CSEP, MBA

Financial Advisor / Managing Director

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.


Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

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