Broker Check

Team

Steve Barrett

Senior Vice President, Financial Advisor

(317) 464-8400

SBarrett@rwbaird.com

Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. That’s why I’m an advisor for Baird.

Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going. My mission is to help guide and support you in order to achieve your dreams.
This is your story.
I can help you write it.

Steven Duncan

Senior Vice President, Financial Advisor

(317) 464-8400

SDuncan@rwbaird.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 Baird 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 the 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.

Matthew Duncan

Director, Financial Advisor

(317) 464-8400

MGDUNCAN@rwbaird.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.

Kate Roberts

Financial Advisor

(317) 464-4634

KRoberts@rwbaird.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.