matt duncan

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matt duncan, SENIOR VICE PRESIDENT, financial planner and retirement plan advisor

I joined Aptus because I share the firm's commitment to providing honest, unbiased financial advice at a simple, fair flat rate. I enjoy focusing on a client’s entire financial life as opposed to looking at any one area in a vacuum. I get to leave work every day knowing I helped make a difference in people’s lives. I’m married to my beautiful wife, Caroline, who helps keep me and our two sons, Brady and Evan, in line every day while also working as a teacher. We aren’t sure how she finds the time to do it all. I’m an avid sports fan (let’s go Arkansas Razorbacks, Manchester United F.C., Little Rock Rangers Soccer Club, St. Louis Cardinals, Dallas Cowboys and team USA!). I love watching my kids play their chosen sports (soccer and mixed martial arts) and if I can ever find a free half a day (which is very rare) I love to spend time on the golf course.

 

Credentials

Chartered Financial Analyst
Registered Investment Advisor

EDUCATION

BSBA, University of Arkansas

EXPERIENCE

2018-Present: Senior Vice President, Aptus Financial
2000-2018: Senior Research Analyst, Stephens Inc.

EXPERTISE

Physicians and other professionals
Tax-efficient investing
Debt workouts
Detailed analysis
Employer retirement plans and wellness programs