Matthew Duncan, CRPC®, is a Lead Investment Advisor with more than two decades of experience in the financial services industry. He holds the Chartered Retirement Planning Counselor® designation, which reflects advanced training in retirement income strategies and planning for life transitions.
Raised in a second-generation military family, Matthew developed an early appreciation for discipline, adaptability, and service while traveling extensively during his father’s 30-year Air Force career. He attended the University of Nevada, Reno, and entered the financial services industry in 2000, beginning his career as a Financial Advisor with Morgan Stanley.
Over the course of his career, Matthew has held advisory and client-focused roles at E*Trade Financial and TD Ameritrade, where he worked with both institutional clients and high-net-worth families. Across each role, he has remained focused on delivering thoughtful guidance, clear communication, and exceptional client service. Matthew is committed to helping clients navigate life transitions and make informed financial decisions aligned with their long-term goals.
Beyond the Office
Outside the office, Matthew has been married for over 20 years to his wife, Racel, who serves as Head of Casualty Claims, North America for AIG. They have one son, Trevor, who attends Montana State University, and they enjoy traveling, exploring local hiking trails, and camping with their two dogs, Honey and Bo.
