• CFP^® (CERTIFIED FINANCIAL PLANNER^®) practitioner
• Active Securities Licenses (Series 6, 7, 63 and 65) and Investment Advisor Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
• Life Insurance licensed
• Long Term Care / Med Supplement Insurance licensed
• More than 15 years experience in financial services
• B.S. in Business Administration from UNC at Chapel Hill (NC)
• Certified Employee Benefit Specialist

“A big part of the financial planning process is helping clients realize that true wealth extends beyond their money.”

Contact me at tduncan@cusonet.com or 336-774-3400 / 800-782-4670.