F5 Financial Announces the Addition of Josh Duncan
Naperville, Illinois (October 30, 2018) – F5 Financial is pleased to announce the addition of Josh Duncan as a financial advisor.
Curt Stowers, founder of F5 Financial says, “I have known Josh for over a decade and have had the privilege of being on professional teams with him. His character is impeccable, and he has a unique blend of technical and interpersonal skills that make him the perfect addition to our team. I have complete confidence that he will excel in supporting the families that work with F5 Financial.”
The F5 Financial Team
Josh and Tammi have always epitomized our focus on faith, family, friends and fitness, and we believe that Josh will be a huge help in supporting the families we work with, as our clients pursue financial freedom and personal significance.
When asked about joining the F5 Financial team, Duncan had this to say: “Tammi and I are looking forward to joining the F5 Financial family. Relationships are critical to me, and I am excited to return to working alongside Curt as part of the F5 Financial team. I have a passion for making a difference in the lives of others, and I am very much looking forward to joining an organization that provides comprehensive, fee-only, fiduciary financial planning to families.”
Josh and his wife Tammi reside with their three sons (Cole, Noah, and Austin) in McDonough, Georgia. Josh has a BS degree in computer science from Eastern Illinois University, a certificate in financial planning from Boston University, and an MBA from Capella University.
In addition, Josh has completed the rigorous requirements to attain the Certified Financial Planner® designation. The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
Corporate Executives, Entrepreneurs, and Families
Josh will focus on serving Corporate Executives, Entrepreneurs, and Families in his new role.
“Josh is joining the team as an advisor, but our plans have Josh moving into the role of a full partner in the near future. He’s someone we want to build around, and we want him in the organization for the long term,” says Stowers.
Regarding his decision to join F5 Financial, Josh said, “This is a unique opportunity to join an organization with a holistic approach to financial planning. My experience to date has shown me that, while finances are important, they are only important in so much as they support our personal visions. When Curt and I discussed the opportunity to work together, I could not pass up the chance to help families achieve financial independence while pursuing personal significance!”
About F5 Financial
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. We provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.
The F5 Process is the methodology we use to inspire and equip our clients to enjoy a life of significance and financial freedom. It’s the result of the feedback and experiences we’ve had with scores of clients over the years.
In the spirit of the Ritz Carlton’s commitment to excellent service beyond expectation, we’ve chosen to take a holistic approach to finances, recognizing that in order to truly experience “success,” we must ensure that the Five Fs of our life (Faith, Family, Friends, Finances, Fitness) are in alignment.
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.
F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; to Venice, Sarasota, Fort Myers, Port Charlotte, Cape Coral, Osprey, North Port, and the surrounding communities; and nationally.
We'd love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.
Learn more about What We Do.
Helping You With
Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving