The Team

DUNCAN, RIFICI & ASSOCIATES
It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Steven Duncan

Steven Duncan

Private Wealth Advisor

More about me...

Contact

sduncan@ampf.com

302.468.8200

Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving

Education

Towson State University

VISIT MY WEBSITE

Our Staff

Nancy Wood

Nancy Wood

Registered Client Service Associate

Katie Reynolds

Registered Client Service Associate

More about me...

Contact

kathryn.s.reynolds@ampf.com

302.468.8230

Qualifications

  • Series 7
  • Series 66