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Duane wears a few different hats as a Team Lead and Relationship Manager. His primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, he works closely with the leadership team to ensure we are thinking proactively about the overall needs of the families we serve and providing a great overall client experience.
Prior to Coldstream, Duane joined Paracle Advisors in 2011 because the values and vision of the firm were an ideal match: putting client’s needs first, always striving to be better, always thinking ahead to the future, and knowing that creating a fun, vibrant culture is important. He also believes it’s critical to thoroughly understand a family’s values and goals before you can provide any planning or investment advice. To this day that vision remains and aligns with our primary focus to put the client first.
Duane believes that serving others is part of his life’s calling and finds great satisfaction when he can see a positive impact from helping his clients. Not every profession allows you to directly impact the lives of others in a positive way and he’s fortunate that’s what he is able to do every day.
Integrity and trust are core values that resonate with Duane. “Our entire business is built upon a family entrusting us to help steward their financial lives and invest their money wisely. That’s a really big responsibility. If we don’t approach everything we do with honesty and integrity, we might as well all go home.”
I’m a family guy. My wife, two girls and our foster kids help recharge my batteries. I also enjoy running, hiking, walking the dog, watching a movie, and going to dinner. I’m unbelievably blessed that we all enjoy doing life together.