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Team

At Private Wealth Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Duncan founded Private Wealth Financial Partners in 2008. He has been in practice for nearly twenty years.

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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.

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Jeff is dedicated to helping his clients meet and exceed their financial goals.

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EJ Rusnak

Financial Planner Assistant

925.659.0372

EJ Rusnak is our Financial Planner Assistant.

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Gabriela Carreno

Client Service Manager

925-659-0334

925-275-0999

Gabriela joined the firm in June, 2015 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...

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