Managing Partner, Financial Advisor
Duane is the CEO and Co-Founder of Signal Wealth Advisors, which passionately serves affluent families, business owners, entrepreneurs, executives and institutions throughout the United States.
Duane is especially skilled in investment management, tax minimization and wealth preservation.
As a CPA/Personal Financial Specialist, Duane is licensed, is rigorously trained and follows stringent ethical standards. He applies these strengths to your financial future—by objectively, holistically and ethically evaluating everything from investment and risk management to retirement and estate planning, with the highest degree of integrity. He combines a depth and breadth of expertise as a CPA/PFS, Investment Advisor Representative and Insurance Producer that is uncommon.
Duane worked thirteen years with another independent investment advisory firm prior to co-founding Signal Wealth Advisors. Earlier, over a sixteen-year period, Duane worked for a national CPA firm and then his own CPA practice advising high-net-worth individuals and their companies on taxation and financial strategies. He enjoyed a long advisory association with entrepreneur James L. Sorenson, his companies and family. He served the Huntsman Chemical Corporation during its early start-up years.
Duane graduated Magna Cum Laude with a Bachelor’s degree in Accounting and a Master of Accountancy (emphasis taxation) with Honors, both from Brigham Young University. He is married and blessed with five children and a regularly-increasing number of grandchildren.
Getting to know Duane
Favorite foods: Pie
Best piece of financial advice received: Own your business
Favorite holiday: Thanksgiving
Favorite movie: Princess Bride
Favorite hobby: Lap swimming
Hidden talent: De-junking any place
Favorite book: Atlas Shrugged
What motivates Duane: Meditation
Places Duane would most like to visit: Outer Space