Broker Check

Team

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 and the Duncan Group at Baird since 2019. 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. In 2019 Matt also received his Certified Plan Fiduciary Advisor (CPFA) designation.    

Matt and his wife Megan live in Indianapolis with their five children. He enjoys relaxing with his family, wake-boarding, and coaching soccer.  

Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.

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 Duncan Group. Kate and her husband Layton, spend most of their free time raising their two young daughters and working on projects around their home.  Kate is involved with the Young Professionals Advisory Board of The Villages, the state's largest not-for-profit child and family care services agency.