About Andrew Duncan

I was raised in Ann Arbor, Michigan, and graduated from Pioneer High School before earning a Bachelor of Science in Secondary Education in Social Studies from Eastern Michigan University. Swimming has always been a central part of my life, and after retiring from competitive swimming, I joined the swim club program at Lincoln Consolidated Schools. In 2018, I became the head coach of the Riptides Swim Club, and I later founded the Lincoln Aquatics Club USA Swimming program, where I am proud to serve as both head coach and director. Coaching has been an incredible way for me to give back to the community, and I am deeply committed to supporting the growth and development of young swimmers.

Through coaching, I met my wife, and we were recently married in August 2024. We are excited to grow our roots in Ypsilanti, where we are active in the community with our two dogs, Opal and Piper, and our cat, Ozzy. Being part of a vibrant community is incredibly important to us, and we look forward to continuing to serve and contribute in meaningful ways.

What Is It Like?

Working with us means embracing a holistic approach to your financial well-being. As your dedicated financial advisor, I prioritize understanding your unique goals and circumstances. Here's what you can expect:

Personalized Financial Planning: We start with an in-depth analysis of your financial situation, including income, expenses, assets, and liabilities. This helps us create a customized plan tailored to your specific needs.
Goal Setting and Achievement: Together, we'll define your short-term and long-term financial goals, whether it's buying a home, saving for retirement, or funding your child's education. We'll develop actionable strategies to help you achieve these goals.
Investment Management: We'll design an investment portfolio that aligns with your risk tolerance and financial objectives. Regular reviews and adjustments help ensure your investments stay on track.
Risk Management: Protecting your financial future is crucial. We'll assess your insurance needs and recommend appropriate coverage to help safeguard against unforeseen events.
Tax Optimization: Our holistic approach includes strategies to minimize your tax liabilities, helping you keep more of your hard-earned money.
Estate Planning: We'll help you plan for the future by creating a comprehensive estate plan that helps ensure your assets are distributed according to your wishes.
Ongoing Support and Education: Financial planning is an ongoing process. We'll provide continuous support, regular reviews, and educational resources to keep you informed and confident in your financial decisions.

With a focus on transparency, trust, and tailored advice, I am committed to guiding you towards a secure and prosperous future.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.