Client Services

As a Financial Wellness Coordinator, Frank services individuals by providing personalized counsel and guidance on investment, retirement and general financial planning. He serves clients from his home office based in the Hudson Valley in New York. Frank joined Fiduciary Investment Advisors, LLC in 2019, which combined with Fiducient Advisors in 2020. He received his MBA from Marist College and a BA from Syracuse University. Frank has been a Certified Financial Planner (CFP®) since 1987. It is his passion to share proven ideas to help people plan for a comfortable retirement.

Duncan is responsible for supporting the operations of the firm’s Institutional OCIO, Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2021, Duncan was a licensed Private Client Banker at JP Morgan Chase. Additionally, he served with the United States Marine Corps Reserve. Duncan graduated with a B.S. in Finance from Southern New Hampshire University. He is currently pursuing Loyola University Chicago’s MBA graduate degree as well as the Certified Financial Planner (CFP®) designation. Duncan is a big outdoorsman and with his free time he enjoys any outdoor activities and working on motorcycles.

Gibson supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2019, Gibson served as a Client Service Associate at J.P. Morgan Asset & Wealth Management. Gibson graduated from the University of Illinois at Urbana-Champaign earning a Bachelors of Science in Economics and Finance with a minor in Communications. With his free time, he enjoys hiking, traveling and attending music festivals.

Zach is responsible for supporting the trading operations of the firm’s Institutional OCIO, Discretionary Practice as well as the areas of account administration, client servicing and ad-hoc consulting projects. Prior to joining the firm in 2022, he was a Lead Treasury Analyst for Interfirst Mortgage Company. Zach graduated from Benedictine University with a Bachelor of Business Administration degree, concentration in Finance. In his free time, Zach enjoys spending time with his wife, playing basketball and golf, and is an avid Chicago sports fan.

Maggie supports the firm’s Middle Office in all areas of account administration and client service. Prior to joining the firm in 2021, Maggie was a client service associate for Edelman Financial Engines. She earned her Bachelor of Business Administration degree from the University of Illinois Chicago. In her free time, Maggie enjoys sports, concerts and festivals and spending time with family, especially her young daughter.

Ricky supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2022, he was a Consultant, Global Family Office Account Opening – Custody Transition and Account Services at Northern Trust. Ricky earned a BS degree from Boston College. In his free time, he is an avid Chicago Sports fan and enjoys traveling and fitness/training.