meet: Duncan White

For nearly a decade I recruited Certified Financial Planners and saw firsthand the powerful impact thoughtful financial planning can have on people’s lives. Over time, I realized that I wanted to move from supporting advisors behind the scenes to working directly with clients myself, helping them navigate life’s financial complexities and plan for a confident future.

My passion for finance began at Grand Valley State University, where I initially studied business management before discovering my true interest in finance. After taking an introductory finance course with Professor Vijay Gondhalekar I was hooked. I went on to take every class he taught, even advanced courses beyond my degree requirements, in order to deepen my understanding of markets, investments, and personal finance.

Growing up, my family experienced both financial comfort and hardship. Those experiences taught me early on how unpredictable money can be and how much peace of mind comes from having a plan. That perspective drives the way I work with clients today. I view financial planning as a puzzle where every client’s situation is unique, and it’s my job to put the pieces together to create a clear, confident path forward. Whether it’s taking a dream vacation, pursuing a hobby, or completing a home renovation, I want clients to feel confident about the financial decisions that bring them joy and purpose.

While I work with clients from all backgrounds, I particularly enjoy helping young professionals lay the foundation for long-term success. Establishing good habits early and leveraging the power of compounding interest, which is often called the “eighth wonder of the world”, can make all the difference in achieving both short and long-term goals.

Outside of work I enjoy staying active by walking the golf course and lifting weights, traveling with my wife, and cheering on the Detroit Lions. In a full-circle moment, I now work alongside a mentor I first met almost ten years ago, a CFP who I once tried to recruit. I’m proud to carry forward the same dedication to service and impact that inspired me from the start.