In 1996, I followed in the family business by joining my father as a financial professional with MONY, where my father's career spanned more than 45 years. Today, I am the principal of Duff Financial & Insurance Services, and I provide securities and investment advisory services through AXA Advisors.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, and a Chartered Life Underwriter.
To best serve my clients, I am dedicated to industry involvement, continuing education, and a code of ethics that puts my clients' needs first. I am a qualifying member of the Million Dollar Round Table, an international association of leading financial professionals recognized as a standard of excellence in the industry. I am also a past-president of the National Association of Insurance and Financial Advisors, Shasta Chapter, where I worked to represent clients' interests and promote industry professionalism at state and national levels.
In my community, I am actively involved in ministries through my church, where I served for 10 years on the governing board. I also served for 8 years on the board of directors for the Good News Rescue Mission in Redding. In addition, I work with committees to organize numerous charitable events in the community each year. Currently, I serve on an advisory board for the Shasta Regional Community Foundation, a non-profit public charity.
My greatest pride and joy is my family – my beautiful wife, Marci, and our three boys. I enjoy travel, bicycling, hiking, mountain climbing, and photography.
My philosophy in business is simple: “I provide the service to each client that I would apply to myself in the same situation.”
CERTIFIED FINANCIAL PLANNER™ professional
CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.