Duke works with a select group of individuals, families, and businesses to help build, manage, preserve, and transition their wealth. Duke is a believer in the "four cornerstones of wealth," which include investments, liability management, risk management, and lastly, trust, estate, and fiduciary services.
Duke follows a disciplined four-step wealth management process. He first listens to his clients to learn about their past experiences, current situations, and aspirations. Using the information gleaned from his clients, he then develops ways to help them achieve their financial objectives. Duke explains his findings, recommendations, and advice in plain English. Once a plan is in place, he continually monitors and evaluates the plan, making adjustments as needed.
Duke brings his education, advanced training, and a commitment to ongoing professional development to each client relationship. He has access to independent broker-dealer Cetera Advisor's extensive resources as well as fellow specialists to help him meet clients’ wealth management needs.
Duke is a graduate of Central Connecticut State University with a degree in marketing. Duke and his family moved to Indianapolis in the early 1990s to partner with SCM Real Estate Development, the developer of high-profile neighborhoods on the north side of Indianapolis. Duke has been active in the local community for nearly 25 years and is currently a board member of the Heroes Club of Carmel.
In his spare time, Duke enjoys golf and fitness. Duke and his wife, Kathryn, live in Carmel, Indiana, where they raised their five children, Mackenzie, Tom, Sam, Maryann, and Tony.