Courtney DuncanClient Services Associate

Courtney joins the Independent Wealth Management team with over 6 years of experience specializing in retirement plan administration. She began her career with one of the largest 401(k) providers in the country where she worked closely with plan participants, plan administrators, and financial advisors. From compliance testing and plan design to employer contribution calculations and projections, Courtney brings a wide range of experience to our specialized Business Retirement Plan team.  In addition to her retirement plan responsibilities, Courtney also works on our Financial Planning team assisting with the development of personal financial plans for our clients.

Courtney graduated from the State University of New York (SUNY) Geneseo with a B.S. in Business Administration. Courtney is currently working towards her Qualified 401(k) Administrator (QKA) certification and plans to get licensed afterward.

Courtney lives in Rochester, New York with her boyfriend and their son, Oliver. In her spare time, Courtney enjoys attending art festivals, trying new foods, and relaxing at home.