Resume

Duncan D, McRae CFP®, AAMS®, CMFC®
CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist?
Chartered Mutual Fund Counselor?

1981    BS Degree in Business Finance – Montana State University

1983     Insurance License

1983    Securities Registration- Series 6 (now held with LPL Financial)

1987    CERTIFIED FINANCIAL PLANNER™ certification 

1989     Certificate of Recognition for completing the
             ADVANCE ESTATE PLANNING course in the Masters Degree Program
             from the College for Financial Planning in Denver, CO

1992    Certificate of Recognition for completing
            THE USE OF TRUSTS IN ESTATE PLANNING course in the Masters
            Degree program from the College for Financial Planning in Denver CO

1994    Certificate of Recognition for completing the
            TAX PLANNING FOR THE CLOSELY HELD BUSINESS In The Advance Studies
            program for the College for Financial Planning in Denver

1997    Chartered Mutual Fund Counselor Designation

1998     Investment Advisory Representative- Series 65 (now held with LPL Financial)

2007    Certified Divorce Financial Analyst – CDFA

2007    Accredited Asset Management Specialist – AAMS