Meet the team

Alex's passion for investing and studying financial markets spans over 20 years.  He started investing at 18 years old, and went on to receive his B.S. in Economics from Portland State University in Oregon.  Alex then started his career in the medical device space.  During the 15 years in that industry, he found himself spending a lot of time on evenings and weekends learning about financial planning. After his last medical device company went public, Alex decided it was time for him to follow his passion full time.  This decision led to the creation of Duncan Wealth Management.  Alex enjoys solving complex challenges and tailoring financial plans to the specific needs of his clients to help them achieve their goals.

Alex lives with his wife Laura in the northwest suburbs of Denver.  In their free time they love hiking, biking, skiing, traveling, and enjoying the mountains.  They are always entertained by their loving animals: a dog named Cami, a horse named Reeba, and two cats named after Alex's favorite ice cream, Ben and Jerry.

He has always had a passion for pursuing big physical challenges, and testing his limits.  He has summitted Denali, the highest peak in North America, and Mt. Kilimanjaro, the highest peak in Africa, among other mountains.  He is almost done summiting all of Colorado's 14ers, and plans to finish them in 2024.  He also completed the Leadville 100 MTB race and has run several marathons.

Megan and Alex started working together in November of 2024.  Megan went to Colorado State University graduating with a degree in Business Administration/Corporate Finance.  She also had an emphasis in hospitality and started her career working in hotels.  In 2018 she took a jump to work in sales for the national accounts team at JBS managing their top account with Costco’s distributions and supply chain.  Finally, in 2021 she ventured back into the finance industry to get her start at Edward Jones and later worked alongside an independent advisor until just recently coming on board with Duncan Wealth Management and Equitable Advisors.  Megan has a passion for supporting clients through the big milestones of life and watching them enjoy financial freedom as each family meets their goals. 

Megan lives in Fort Collins with her husband Kevin and son Charlie who is thriving in his toddler era.  They have a golden retriever, Quinn, who is rescued from Istanbul!  In their free time, they manage rental properties, a travel agency, a photography business, they parent a wild child, and are very active in their church. 

William joined Duncan Wealth Management in 2024 as a consultant.  He studied Mathematics and Physics, and earned a B.S. in mathematics from Truman State University.  He then went on to receive a grant from the National Science Foundation to pursue a Ph.D. in mathematics at Oklahoma State University.  After receiving his master’s degree he was summoned to military service and joined the Navy.

William taught mathematics at the Naval Academy Prep school, but then sought more adventure.  He was then assigned as the anti-submarine officer aboard a destroyer for the remainder of his career in the Navy.  William then joined the Coast Guard, where he was the commanding office of “Captain of the Port” in Honolulu, Hawaii.  While in the Coast Guard, Bill then went to law school at Georgetown University where he graduated with honors.

One of his tours of duty was a three year assignment to the San Francisco office of DOJ, which is responsible for litigating all maritime cases west of the Mississippi river.  During that time he litigated a variety of cases including but not limited to, vessel sinking, personal injury, and wrongful death actions. After serving twenty years of active duty, he practiced maritime law as well as some criminal defense. One of his clients is listed on the NYSE and he litigated their cases in the United States for a period of twenty-one years, as well as locating and supervising counsel in foreign countries. He has personally litigated cases in New Jersey, Florida, Texas, California, and Washington. He has also argued cases in several Court of Appeals in California, both state and federal, as well as having cases in the DC Court of Appeal. One of his most notable cases changed maritime law and was the subject of an article in the Wall Street Journal.

William lives in Arizona with his wife Valerie.  He enjoys playing golf and hiking, and is very active in his church community.