About Duncan Gardiner

Duncan Gardiner has a passion for helping his clients find financial confidence in their lives. Having been in the financial services industry for over 30 years, Duncan has the knowledge and expertise to help his clients achieve their financial goals for themselves, their families and the causes that are important to them. As a CERTIFIED FINANCIAL PLANNER™ professional, he particularly enjoys working with his clients in addressing retirement, debt management, protection planning, estate strategies, etc. Duncan holds a B.A. in Economics and English Literature from Miami (Ohio) University and is a graduate of the Stonier Graduate School of Banking. Duncan and his wife Laury have been married for 32 years and have two grown children. In his free time he loves to play golf, travel, and read. He is very active as a volunteer and supporter of Journey Church in Versailles.

Kathleen Bell

Kathleen Bell

Kathleen is eager to take on a new role as an Office Professional with Thrivent. Kathleen moved to Versailles from New England in 1994 with her 10-year old son to work in the Thoroughbred industry. Leading up to her career with Thrivent, Kathleen has worked on several major horse farms including Lane’s End Farm located in Versailles.

Kathleen is married to her husband, Bill of 14 years, and they have two liver spotted Dalmatians. Kathleen is also a Realtor and enjoys DIY projects in her free time.

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Office Professional

    Whitney Small

    Whitney Small

    As a digital marketing specialist, Whitney is responsible for planning, building and implementing digital marketing campaigns across multiple channels and social media platforms. Whitney’s primary focus is to increase awareness about our brand, services and product offerings through email marketing and social media channels.  

    Newly married, Whitney and her husband, Ryan, alongside their English Cream Golden Retriever, Memphis Belle, happily reside within the tri-city region of North Carolina. Formerly from the Buckeye state and graduating from The Ohio State University with a Bachelor of Arts degree in journalism, Whitney met Ryan through their unique passion of competitively showing quarter horses. Whitney is an active advocate and supporter of various not-for-profit organizations.

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    Office Professional