Meet The Team

Meet The Team

Timothy M. Duncan, JD*, AIF®

Managing Principal

Tim is the principal member of DFG. He is an Accredited Investment Fiduciary® (AIF®) designee and a Registered Investment Adviser with a law degree. Tim has built a practice dedicated to helping individuals and families identify and exceed their personal goals. With his diverse experience in investments, insurance, and law, Tim's unique background enables him to bring clarity and provide effective financial solutions for DFG's clients.

Tim lives in Allendale with his wife, Melissa, and their three children. He has been a coach and a mentor in the community for the past 20 years.

*Licensed, not practicing

Jason Armenti, JD*, LLM

Advisor

Jason is a seasoned independent advisor with more than two decades of experience working with high net worth business owners and retirees.  He has a law degree and a master’s degree in taxation.  He uses his background and experience to help clients navigate estate planning pitfalls and provide well-crafted investment strategies, going beyond what he feels are the all too common sales and commission based shortcomings that underserve the investing public.  Attention to detail and staying abreast of ever changing laws and regulations are paramount to delivering a customized plan that works for each client.

When not in the office, he’s on the road seeing clients and driving somewhere between the Lehigh Valley, Philadelphia and Manhattan.  Lots of windshield time drinking Dunkin Donuts coffee and listening to the comedy channel.

Jason grew up in Allentown Pennsylvania and currently resides in Bridgewater NJ with his wife Kimberly and their two children, Jack [age 7] and Sienna [age 10].  Like most busy parents, his weekends are filled with running around with the kids and spending what feels like an eternity at soccer tournaments watching the kids’ games.  When not on the sidelines, Jason can be found coaching Jack’s baseball team and Sienna’s basketball team.

*Licensed, not practicing

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Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,868 New Jersey wealth managers were considered for the award; 664 (18 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Amanda L. V. Shalaby

Office Manager

Amanda began her career at Duncan Financial Group in February 2003. As office manager, she is responsible for coordinating and supervising all of DFG’s business activities. She works closely with clients to meet their cash flow needs and administer their accounts. Amanda also is responsible for the oversight of the firm’s compliance, insurance, licensing, advertising, and human resources departments. 

Amanda lives locally with her husband, Matthew. In her spare time, she enjoys writing, reading, and traveling.

Loren Liverance

Administrative Assistant

Loren joined Duncan Financial Group in March 2008. She brings her positive attitude and strong organizational skills to help manage the day-to-day operations of the office. In her role as an administrative assistant, she works closely with Amanda and Julie to perform various cross-departmental initiatives, with a focus on the quality assurance of documents, the creation of meeting presentations, and the development of special projects.

Loren lives with her husband, Dan, in West Milford. In her spare time, Loren enjoys reading, puzzles, and staying healthy.

Julie Liverance

Administrative Associate

Julie joined Duncan Financial Group in September 2010 as an administrative associate. In this role, she handles a number of operational duties, from fielding telephone inquiries to researching special projects that are both client and technology related. Prior to joining DFG, Julie worked for three years as a customer service representative for a small family-owned business.

Her family includes her husband, Dave; two children; and a lovely daughter-in-law. In her free time, she is actively engaged in community service and enjoys socializing with friends and family, cooking, playing with her dog, and learning new things.

Patricia H. Prieto

Patricia is the newest member of the Duncan Financial Group and is working hard to support the administrative team as we continue to grow our business. In her spare time, Patricia enjoys crafts, spending time with friends and her Siberian Forest cat, Darcy.