Our Newest Strategic Hire
Our newest strategic hire will up-level our white-glove customer service and client-centered Team Duncan Financial Life Planning Process
Team Duncan Financial enthusiastically announces the exciting edition of a professional Paraplanner to our Financial Advisory and Financial Life Planning team. Timothy M. Van Hine, Jr. is a passionate wealth management professional who joins us, originally from upstate New York, graduating Maga Cum Laude with a Bachelor of Science in Finance from SUNY- State University of New York, Oswego. Since graduating, Tim has acquired a “wealth” of experience as a Paraplanner and Financial Advisor. Tim’s background includes building and delivering comprehensive financial plans at a Lincoln Financial RIA firm, and serving high-net-worth clients at Prudential Financial. Tim and his fiancé, Sally, have lived in downtown Denver for the past 3 years and enjoy pickleball, hiking and the fine dining our beautiful city has to offer.
We are proud and excited to add Tim’s sophisticated skill-set to further enhance our client experience. Since Tim has come aboard he has plugged right in, adding new efficiencies and providing essential data analysis that will further boost our commitment to excellence, great advice and uniquely tailored, comprehensive Financial Life Planning Process.
What the heck is a Paraplanner, you ask?
As a traditional Paraplanner, Tim will work along-side Amy and Eric to analyze financial documents and develop projections models so that we may continue to offer our clients the support they need to make confident financial decisions and ensure their money is working for them and toward their highest values and goals. While some Paraplanners are most focused on data, analysis and Advisor support, Tim has natural skill-sets that go beyond the traditionally administrative and support role of a Paraplanner. Our clients will find that Tim has a patient, kind demeanor, exceptional communication skills and natural desire to help and serve. He plans to study for and achieve the rigorous Certified Financial Planner™ professional designation.
We are confident that the addition of our newest team member will enable us to continue to deliver the advice and investment solutions that make Team Duncan Financial stand out in the crowd of Financial Advisors, making a real difference in the lives of our clients and adding to their feelings of joy, prosperity and financial freedom.
We welcome Tim to our team and our client community and hope you have the opportunity to speak with him soon. Please don’t hesitate to reach out to any member of our fabulous team. We are always happy to help you, talk with you, discuss your accounts and put plans in place to help you live the life you have worked hard for and truly desire.
We are on YOUR team!
Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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