Brian is CEO of Duncan Advisor Resources, overseeing all of the firm’s wholesale businesses. He works with team members across the organization to be the leading trusted partner for advisors and their firms, with a special focus in the Life Brokerage General Agency business and underwriting advocacy.
In addition, Brian works with advisors, agent and clients to design strategies that help grow, protect and transfer their wealth.
Brian received a B.S. in Business Administration from the University of Pittsburgh, Pittsburgh, PA. He received his Masters of Business Administration from Duquesne University, Pittsburgh, PA. Brian holds the FINRA Series 7 and 66 licenses, along with the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) Credentials. Brian is a member of NAILBA, the Risk Appraisal Forum, and participates in multiple carrier advisory councils.
Larry Qvistgaard is the President and Chief Operations Officer for Duncan Advisor Resources, a group of over 125 representatives, one of the largest within Cambridge Investment Research, the company’s broker/dealer. He is responsible for the overall operations, supervision and field development of the advisors affiliated with our branch office.
Larry is a knowledgeable and experienced provider of sales, service and support to financial advisors, having amassed over two decades of successful experience in the retail, wholesale and manufacturer sectors of the financial services industry.
Larry spent a bulk of his career as senior executive for a mid-size d national independent broker/dealer he co-founded, building it to over 400 financial advisors nationwide. He was responsible for building this multi-million dollar Broker/Dealer that he eventually sold to a subsidiary of one of the world’s largest financial services conglomerates.
For nearly 30 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. He has also designed and distributed fixed and variable insurance products. He provides financial advisors, affiliated with Duncan Advisor Resources, access to his years of experience in Sales, Marketing, Product Development and Distribution. He can be thought of as a “sounding board” for advisors and their new product implementation along with their sales and marketing endeavors.
Larry Qvistgaard is a Registered Principal and Investment Advisor Representative with Cambridge Investment Research and Cambridge Investment Research Advisors respectively. He has the FINRA Series 7, 24, 63 and 65 licenses along with the California state life and health insurance license. He is an active member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) in Orange County, California.
Alan has spent his entire working career in the insurance industry. Over the past 4 decades, he has served as a recruiter, trainer, mentor, and agency builder throughout the country. His expertise comes from 35 years of building such relationships in Property and Casualty firms, and hiring and placing over 100 agents in that timespan.
Throughout his career, he has lead teams of agents to top forum production, and spoke at agent conventions in Hawaii, Spain, and Orlando, even attending the Harvard Business School conclave in Upstate New York.
Bill Adams, CLU®
Regional Director, Southeast Region: Georgia, North Carolina, South Carolina
Bill is a consummate life insurance professional. He has been in the brokerage business for over 31 years, in both new business, underwriting, managerial and sales roles. For the last 25 years, he has been a trusted resource for agent and brokers; helping producers open, develop, and close some of the largest cases of their careers. Bill would say his satisfaction in his career comes from encouraging, teaching and helping people understand why life insurance is an important element in any financial plan.
He attended and graduated from Susquehanna University in Selingsgrove, PA with a double major in management and finance. Since then, he has been very active in the industry, rising to President of the CLU Chapter years back and offering his time to help other in the industry. Bill has two sons. Bill is very active in his church and enjoys anything outdoors, especially running. biking and hiking.
Robb joined the company in 2013 to focus on the life insurance aspect of the BGA. He provides concierge-level service, specializing in creative case consultation and policy audit capability, that integrate life insurance into an overall financial plan.
Robb earned undergraduate and graduate degrees from the University of Pittsburgh, Pittsburgh, PA. He is a member of the Financial Planning Association, teaches Sunday School at Centenary United Methodist Church. Additionally, he volunteers for the University of Pittsburgh Alumni Recruiting Team and coaches youth sports. Robb married the best referral he ever received, his wife, Kate. He and Kate have two sons and they enjoy participating in outdoor activities as a family.
Ted Beach, CLU®, ChFC®
Regional Director, Ohio Valley Region: Kentucky, Ohio, Tennessee
Ted is dedicated to developing long-term relationships with his clients as he helps them determine their objectives, develop a plan, and deliver solutions. He focuses on educating his clients and providing clear explanations and up-to-date information in a way that is easy to understand. Throughou his time in the industy, he has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. He holds FINRA Series 6 and 63 licenses, in addition to numerous insurance licenses.
Ted graduated from Miami University in Oxford, OH, with a B.S. in finance, and today, Ted and his wife Kim have two grown sons They reside in the Village of Mariemont, outside the city of Cincinnati, OH. He enjoys training for triathlons and traveling to see his sons in San Francisco and Atlanta.
John Driscoll (“JD”) joined Duncan Advisor Resources in April 2018 and brings with him over 8 years of experience in investment operations, supervision and compliance. As a Branch Supervisor Associate, JD’s main duty is to conducting annual branch examinations for Advisors. Additionally, he reviews outside business activity submissions, as well as e-mail and trade review compliance. He is the son of a Navy helicopter pilot and kindergarten teacher and grew up throughout the United States, including San Diego, Chicago, Pensacola and Cuba. He graduated from the University of Wisconsin with a Bachelors of Business Administration degree in Finance. He holds FINRA Series 6, 7, 24, 63 and 66 registrations.
Greg Hicks joined Duncan Advisor Resources in May 2016 and brings with him over 10 years of experience in sales, sales supervision, investment operations, and compliance. As the operations manager, Greg’s main duties are branch operations, onboarding of new registered representatives, and compliance supervision. He grew up in Tennessee, but has lived all across our country. Greg graduated first in his class, with honors, from the University of Middle Tennessee State University with a Bachelor of Aerospace with a minor in Mathematics. He holds FINRA Series 7, 24, 63 and 65 registrations.
Catherine Lavoie grew up in Maine while being active in the JROTC, and graduated from the University of Maine with a Bachelor’s of Science degree in Secondary Education. While in college, she worked two jobs – one of which was at a call center. After moving to Pennsylvania to assist her grandparents in their senior years, she sought similar work and found an entry-level job taking life insurance applications.
She became fascinated with the insurance industry, and began to soak up as much education as possible; within a year, she had earned a life/accident/health producer’s license, and had become series 6, and series 63 certified. Discovering a passion for the securities field, she then obtained the series 7 and series 24 certifications to become a compliance specialist. At Duncan Financial Group, her focus is channeled into risk analysis, supervising sales professionals to see that their transactions continue to meet the suitability standards of the industry’s regulatory authorities.
Catherine lives in North Huntingdon, and her off-hours are often spent exploring the culinary arts and pushing towards new physical fitness goals. Never forgetting her humble beginnings, she applies her athleticism to fundraising by participating in charity 5k events, but most values her involvement in food drives throughout the year and giving trees during the holiday season.
Christy joined Duncan Advisor Resources, in March of 2014. She brings 18 years of financial services industry experience to the organization. She also spent 14 years in retail banking acquiring a diverse background of roles including branch management and team lead for acquisition transition teams. Her experience in operations management and professional sales, provide the perfect balance for achieving strategic operational objectives while meeting the needs of our sales professionals and ensuring superior client experiences.
Christy currently holds FINRA Series 7, Series 66, and a life and health insurance license. She graduated with a B.S. in business administration with a concentration in finance and a minor in Mathematics from California University of Pennsylvania and received her Master of Business Administration from Seton Hill University in 2013.
Christy currently resides in Mount Pleasant, PA. In her spare time, she enjoys spending time outdoors with her Boxer mix, Yulia, and traveling to visit friends and family.
Alexa Smith graduated with her B.A. from Liberty University in Paralegal Studies. In 2017, she returned to acquire her MBA. Prior to joining Duncan Advisor Resources, Alexa worked in banking for three years. She now works alongside the DAR team as a Brokerage Assistant.
Andy is a graduate of La Roche University where he obtained his degree in Finance and Management as well as a minor in Accounting. He currently is in the process of acquiring an MBA with a focus in Finance from Waynesburg University. Prior to his time at Duncan, Andy served as a loan support associate at PNC Financial Services.
April grew up in West Mifflin, PA and she attended Point Park University in Pittsburgh, PA, graduating with a B.S. in business management. During her time in college, she began working at her first brokerage firm. In 1994, she transitioned to Merrill Lynch, where she would remain for the next 13 years. In 2008, she returned to the life brokerage, where she remained until December 2015 when she joined to Duncan Advisor Resources Group. April is insurance licensed and also has her Series 6 & 63, Registered Paraplanner, and Chartered Life Underwriter® (CLU®) designations.
April and her husband got married in 1993 and they have two children. When she is not at the office, enjoys living on her 8.5 acres, raising chickens. She says she has even incubated eggs and hatched chicks herself.
Marcela was born and raised in the Czech Republic and moved to the United States in 2003. She has over five years of case management experience and has worked with licensing and contracting for over a year. Marcela is very passionate about providing outstanding customer service and helping clients get the coverage they need.
Geonette grew up in Lawrenceville in the city of Pittsburgh, PA and graduated from the Community College of Allegheny County with a degree in business administration and management. Since that time, she has obtained her life and health insurance license and has been providing customer service for over 20 years, which includes 9 years with a business marketing firm for insurance agents and financial professionals. She also has close to 12 years of experience as a case manager for a general agency.
Geonette’s favorite past time is spending the day with her husband and Siberian Husky Knute. However, she also enjoys other outside interests, such as attending themany events her 11 nieces or nephews. When not spending time with their nieces and nephews, Geonette and Bob go to their recreational getaway in Bedford County. There, they enjoy spending their weekends there relaxing and taking advantage of the many outdoor activities that rural area has to offer.
Danielle attended Niagara University and has worked in the financial industry for over 15 years. She is currently working towards obtaining her life and health license. In her spare time, Danielle serves as the secretary of a nonprofit organization and enjoys to read, get creative in the kitchen, and spend time outdoors with her husband.
Jon joined Duncan Advisor Resources as Brokerage Facilitator for the BGA in the Fall of 2015. The role allows him to combine his 14 years of experience in life insurance underwriting, case design, and case management into one hybrid role that provides troubleshooting and support for our agents across a broad swath of the life insurance process. Jon considers it his mission to ensure that our clients receive the best possible underwriting results while pursuing coverage that best suits their needs.