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Vision Capital Partners
Novi, MI

Tom Duncan

CPA
Helping families organize and optimize their financial lives.
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Meet Tom

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Introduction - Tom Duncan
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Passive vs Active vs Structured Investing - Tom Duncan
Video Transcripts

Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he helped direct over 50 other planners in portfolio construction and asset allocation for their clients.

Through his previous work as a certified public accountant and involvement in privately held companies, Tom has a unique…

Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he helped direct over 50 other planners in portfolio construction and asset allocation for their clients.

Through his previous work as a certified public accountant and involvement in privately held companies, Tom has a unique perspective of being both a client and advisor when it comes to working with closely held businesses, their owners and key constituents.

Tom is a Level II candidate for the Chartered Alternative Investment Analyst (CAIA) designation, demonstrating a commitment to understanding alternative investments and their use in portfolio design. He received a BBA in accounting and economics magna cum laude from Harding University in 1992. Tom became a CPA in 1994, although he is not currently in public practice. In 1999, he attained his MBA from the University of Michigan, Ann Arbor.

Tom holds the FINRA Series 7 and 66 licenses in addition to the Michigan Life and Health Insurance License. He is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

Tom and his wife Donna reside in South Lyon, Michigan with their three sons.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Fee & Commission

Certifications and licenses

CPA - Certified Public Accountant

Memberships

AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
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