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BARRETT DUNCAN & dUNCAN WEALTH ADVISORY GROUP
The team has been servicing clients' personal financials, business financials, and strategies for distribution of income, since 1996. Their partnership is unique in that they provide the intimacy of a privately held boutique coupled with the backing of Hilliard Lyons. Hilliard Lyons has been providing comprehensive wealth management services since 1854.
Matthew Duncan
Senior Vice President / Financial Consultant
(800) 382-1730
(317) 464-8400
MDuncan@hilliard.com

Matthew Duncan has been a valued member of the Barrett Duncan & Duncan Wealth Advisory Group of Hilliard Lyons since 2004. He received his college degree in entrepreneurship from Indiana University's Kelley School of Business in Bloomington, Indiana. At the school, he twice received the Glaubinger Entrepreneurship Scholarship and was recognized for his outstanding scholarship, leadership, and service by The National Society of Collegiate Scholars. Matt furthered his industry education by attending the Securities Industry Institute®. Participants in this three-consecutive year program meet for one week each March on the campus of The Wharton School of the University of Pennsylvania. 

Matt and his wife Megan live in Indianapolis with their four children. He enjoys relaxing with his family, wakeboarding, and coaching soccer. He is also a member of his parish's financial council.

Registrations:

This Financial Consultant is registered in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, WA, WI, WV

Steven A. Duncan
Senior Vice President / Financial Consultant
(800) 382-1730
(317) 464-8400
SDuncan@hilliard.com

Steve earned his bachelor's degree in finance from Indiana University in 1969 and ABA graduate banking study degrees from Oklahoma University and the University of Chicago. Prior to joining Hilliard Lyons in 1995, he spent 25 years in banking. Presently he is a Registered Investment Advisor Representative and holds life and long-term care insurance licenses.

He is past president of the Indiana Bankers Lending Association. Over a 20-year period, he has taught courses in finance, lending and investments at the University of Indianapolis and Indiana University. He offers clients a wealth of experience in varied financial services. 

Married with four children and nine grandchildren. He enjoys spending time fishing, playing with grandchildren, and traveling with his wife. Steve's family is a past winner of the Madison County Mental Health Association's Family of the Year award. He has served on the board of directors of Big Brothers of Indianapolis, Madison County Urban League and Madison County Junior Achievement.

Registrations:

This Financial Consultant is registered in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, WA, WI, WV

Steve Barrett, CWA®
Senior Vice President / Financial Consultant
(800) 382-1730
(317) 464-8400
SBarrett@hilliard.com

Steve received his bachelor's degree in Industrial Management from Purdue University in 1968 and an MBA from Ball State University in 1972. He is a Registered Investment Advisor Representative and holds life and long-term care insurance licenses. 

Steve has a wealth of experience in retirement income strategies and insurance planning. He earned an advanced certification in Point and Figure methodology of technical analysis and risk management from the Dorsey Wright Institute. Steve is proud to have been with Hilliard Lyons since 1992.

Steve and his wife, Mary, have three grown children and are passionate about golf, travel and their church.

Registrations:

This Financial Consultant is registered in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, WA, WI, WV

Kate Roberts
Financial Consultant
(800) 382-1730
(317) 464-8410
KRoberts@hilliard.com

Kate Roberts joined the group in the Spring of 2015.  Kate studied Biology at Indiana University in Bloomington.  Her previous work experience includes Sales Manager for UniFirst Corporation as well as Managing at Nordstrom.  Kate’s passion for customer relationships and service makes her a wonderful addition to the Barrett Duncan & Duncan Group.  Kate and her husband, Layton, spend most of their free time raising their two young daughters and spending time with their family.

Mandy Ritchhart
Client Service Associate II
(800) 382-1730
(317) 464-8400
ARitchhart@hilliard.com
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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