Our business is built on a foundation of thoughtful client relationships.
When you engage our services, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you need to make informed decisions about your financial future.
Our firm's philosophy - "Serve First, Last and Always℠" - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. Learn More
We can help take some of the mystery out of preparing for your financial future.
We offer insight and information for employers and employees.
Guidance that can help you understand and better define your financial goals.
Duncan founded Private Wealth Financial Partners in 2008. He has been in practice for nearly twenty years.
Ed joined Lincoln Financial Services in 2005 to assist business owners and families make better decisions in the areas of wealth management, retirement income planning, risk management and estate planning.
Financial Planner Assistant
EJ Rusnak is our Financial Planner Assistant.
Client Services Manager
Heather joined the firm in June 2017 with the goal of providing our clients with a concierge level of service in support of their financial planning needs. She works with clients on a number of different initiatives such as; managing...
Joseph is a financial planner with Sagemark Consulting. A perpetual learner,Joseph educates himself on the ever‐changing laws and rules of the market in order to help his clients navigate their financial landscape. By listening to what...
Coming from generations of business owners and being the fourth generation in my family business, I have learned the importance of protecting family legacies. We work on a cross-disciplinary basis, not just from a legal, accounting,...
Rey Deborja Jr. has a strong background in finance and investment analysis. He has over 20 years of experience in the Financial field. Rey had been a Financial Advisor for over 15 years and recently moved to Financial Planning.