Our clients' needs are diverse, from simple individual planning, to families and businesses with complex challenges involving generational differences. We have a team with over 100 years of combined experience. Supporting these efforts involves communication which can only be found in a personalized practice with a focus on service.
Mike is a graduate of the University of Georgia and has been in practice for over 25 years. He began his career with Prudential in 1993 and later attended Oglethorpe University in Atlanta to obtain his designation as a CERTIFIED FINANCIAL PLANNER™. In 2002, he launched Johns Creek Financial. Mike believes there is no such thing as an independent financial decision, as a proper financial plan should not only include asset management, but must also include a risk management strategy and legacy planning.
"I truly believe that if you have worked very hard to achieve monetary success, your financial plan should guide you on how to best enjoy that success "now" and ensure it will last a lifetime. Money is an enabler to help you achieve the things you want in life."
Mike lives in Roswell, is an avid supporter of UGA, and enjoys golf.
Brian is an Advisor at Johns Creek Financial with extensive experience in the areas of investment management, tax planning, retirement planning, and estate planning. He works with high-net worth families, corporate executives, and business owners to develop customized planning solutions.
Prior to joining Johns Creek Financial he worked at Redwood Wealth Management and Fidelity Investments. Brian holds a bachelor’s degree from West Virginia University. He also obtained the CERTIFIED FINANCIAL PLANNER™ designation through University of Georgia Terry College of Business.
Brian was the winner of Barron’s 2016 Market Forecasting Challenge by achieving the highest score in the contest’s 15-year history. The Market Forecasting Challenge tests general knowledge and predictions on financial markets and economic trends.
Brian lives in Roswell with his three daughters Kaitlin, Emily, and Caroline. Brian enjoys spending time with his family, personal fitness, and is an avid golfer. Brian is a member of Golf Club of Georgia and Horseshoe Bend Country club. He also enjoys cheering on his alma mater, West Virginia University, and all the Atlanta sports teams.
Stacie joined Johns Creek Financial in 2018 as the Insurance Specialist & Scheduling Manager. She is in charge of special projects, appointment scheduling, insurance underwriting, and numerous vital functions like bookkeeping, HR management, and client recognition.
With over 15 years experience in providing administrative support and outstanding customer service, her project management and problem solving skills are an invaluable asset to the firm. She holds a B.S. in Business Management from Oral Roberts University.
Stacie and her husband of 20 years, Brad, are blessed to have three wonderful boys, Justin, Reid, and Michael; and their amazing dog, Stanford. The family stays active with sports, school events, and community outreaches.
Ken graduated summa cum laude with a B.S.B.A in financial services, holds an MBA degree, and developed his financial planning skills with two leaders in the industry as both a planner and manager.
He now works as an independent affiliate with Johns Creek Financial providing quality comprehensive strategic advice and integrated financial solutions.
“I work very closely with my clients as an advocate for them, assisting in the development of their life goals and implementation of strategies to accomplish those goals. I work with people having issues ranging from the very complex to those simply requiring basic guidance.”
Eric T. Duncan, Jr.
Partner Emeritus &
Eric began his financial services practice in 1996 and draws on over 45 years of domestic and international banking, financial management, and consulting experience. He also serves as an independent Trustee for clients who need an objective third party for estate planning purposes. Eric formally retired as an advisor in 2018 but continues to develop and nurture client relationships.
Eric earned his Bachelor of Business Administration from the University of Mississippi and is a member of Rotary International and acting President of the local Forsyth County Rotary club.
Eric resides in Dahlonega with his wife, Linda. They are enjoying a growing family, travel, and a wide variety of social activities in the Johns Creek area.