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

Stephen Rifici

Stephen Rifici

Private Wealth Advisor

More about me...

Contact

stephen.a.rifici@ampf.com

302.468.8206

Designations

CFP®, CRPC®

Top Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business

Education

Bachelors of Science, Clarion University, Masters of Science, Northeastern University

VISIT MY WEBSITE

Our Staff

Nancy Wood

Nancy Wood

Registered Client Service Associate

Operations Specialist
More about me...

Contact

nancy.wood@ampf.com

302.468.8203

Qualifications

  • Series 7
  • Series 66

Katie Reynolds

Registered Client Service Associate

More about me...

Contact

kathryn.s.reynolds@ampf.com

302.468.8230

Qualifications

  • Series 7
  • Series 66