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Senior Staff

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

Brian Duncan, CFP®, CLU®

Chief Executive Officer

Direct Contact:

(800) 517-9901, x3102
Brian.Duncan@duncanar.com

Duncan Advisor Resources Team

Larry L. Qvistgaard, II

President, Chief Operations Officer Securities Division

Direct Contact:

(800) 517-9901, x2230
LarryQ@cambridgesecure.com

BarkerJeff5x7

Jeffrey A. Barker CLU, ChFC

Executive Vice President Life Brokerage Distribution

Direct Contact:

(800) 517-9901, x2103
Jeffrey.Barker@duncanar.com

Sales Team- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

Alan Klein

Director, Independent Agencies for Life

Direct Contact:

(800) 517-9901, X2240
Alan.Klein@duncanar.com

Duncan Advisor Resources Team

Bill Adams, CLU®

Regional Director, Southeast Region: Georgia, North Carolina, South Carolina

Direct Contact:

(800) 517-9901, x2234
Bill.Adams@duncanar.com

Duncan Advisor Resources Team

Robb Stottlemyer

Director of Internal Sales – Quotes & Case Design

Direct Contact:

(800) 517-9901, x2206
Robb.Stottlemyer@duncanar.com

Duncan Advisor Resources Team

Ted Beach, CLU®, ChFC®

Regional Director, Ohio Valley Region: Kentucky, Ohio, Tennessee

Direct Contact:

(800) 517-9901, x2236
Ted.Beach@duncanar.com

Michael Helgeson

Michael Helgeson

Internal Wholesaler

Direct Contact:

(800) 517-9901, x2233
Michael.Helgeson@duncanar.com

Duncan Advisor Resources Team

Frank Zoracki

Advanced Sales

Direct Contact:

(800) 517-9901, x2122
Frank.Zoracki@duncanar.com

Jeff Headshot

Jeff Levine, LIC®

Regional Director, Midwest Region Michigan, Northern Indiana

Direct Contact:

(800) 517-9901, x2229
Jeff.Levine@duncanar.com

Securities Division

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

John Driscoll

Branch Supervisor Associate

Direct Contact:

(800) 517-9901, x2242
John.Driscoll@duncanar.com

Duncan Advisor Resources Team

Greg Hicks

Operations Manager

Direct Contact:

(800) 517-9901, x2231
Greg.Hicks@duncanar.com

Duncan Advisor Resources Team

Catherine Lavoie

Compliance Specialist

Direct Contact:

(800) 517-9901, x2310
Catherine.Lavoie@duncanar.com

Operations- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Case Management- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Underwriting- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Senior Staff

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

Brian Duncan, CFP®, CLU®

Chief Executive Officer

Direct Contact:

(800) 517-9901, x3102
Brian.Duncan@duncanar.com

Duncan Advisor Resources Team

Larry L. Qvistgaard, II

President, Chief Operations Officer Securities Division

Direct Contact:

(800) 517-9901, x2230
LarryQ@cambridgesecure.com

BarkerJeff5x7

Jeffrey A. Barker CLU, ChFC

Executive Vice President Life Brokerage Distribution

Direct Contact:

(800) 517-9901, x2103
Jeffrey.Barker@duncanar.com

Sales Team- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

Alan Klein

Director, Independent Agencies for Life

Direct Contact:

(800) 517-9901, X2240
Alan.Klein@duncanar.com

Duncan Advisor Resources Team

Bill Adams, CLU®

Regional Director, Southeast Region: Georgia, North Carolina, South Carolina

Direct Contact:

(800) 517-9901, x2234
Bill.Adams@duncanar.com

Duncan Advisor Resources Team

Robb Stottlemyer

Director of Internal Sales – Quotes & Case Design

Direct Contact:

(800) 517-9901, x2206
Robb.Stottlemyer@duncanar.com

Duncan Advisor Resources Team

Ted Beach, CLU®, ChFC®

Regional Director, Ohio Valley Region: Kentucky, Ohio, Tennessee

Direct Contact:

(800) 517-9901, x2236
Ted.Beach@duncanar.com

Michael Helgeson

Michael Helgeson

Internal Wholesaler

Direct Contact:

(800) 517-9901, x2233
Michael.Helgeson@duncanar.com

Duncan Advisor Resources Team

Frank Zoracki

Advanced Sales

Direct Contact:

(800) 517-9901, x2122
Frank.Zoracki@duncanar.com

Jeff Headshot

Jeff Levine, LIC®

Regional Director, Midwest Region Michigan, Northern Indiana

Direct Contact:

(800) 517-9901, x2229
Jeff.Levine@duncanar.com

Securities Division

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Duncan Advisor Resources Team

John Driscoll

Branch Supervisor Associate

Direct Contact:

(800) 517-9901, x2242
John.Driscoll@duncanar.com

Duncan Advisor Resources Team

Greg Hicks

Operations Manager

Direct Contact:

(800) 517-9901, x2231
Greg.Hicks@duncanar.com

Duncan Advisor Resources Team

Catherine Lavoie

Compliance Specialist

Direct Contact:

(800) 517-9901, x2310
Catherine.Lavoie@duncanar.com

Operations- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Case Management- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Underwriting- Brokerage General Agency

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.