The Sales and Client Services team at Duncan Financial Group is dedicated to fostering strong relationships with clients by delivering tailored insurance and financial solutions. This team is responsible for guiding clients through the complexities of their financial needs, managing client accounts, and ensuring exceptional service through effective communication and support. Their collaborative efforts aim to achieve client satisfaction and help clients reach their financial goals while navigating a diverse range of insurance products and investment services.
Al Lazar
Business Development Officer
Albert Markijohn
Group Insurance Sales
Conner Haberman
Sales Service Associate
Danielle A.
Life Brokerage Case Manager
Emily Craig
Licensing Coordinator
Eric Dillon
Brokerage Assistant
Geonette Novak
Life Insurance Case Manager
Katherine White
Brokerage Assistant
Nicholas Lapia
Insurance Specialist
Rachel Botti
Group Benefits Department Mana...
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