Thomas Duncan, CPA, MBA
Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he...
Julie E. Hall, CFP®, CFT-I™, MSF
Julie has strived to help clients make smarter decisions with their money for 20 years. Julie has served as an advisor and director of financial planning throughout her career. She feels privileged to listen as clients reveal...
Pat joined Vision Capital Partners in the summer of 2022 when he moved to Southeast Michigan from the Boston area. Before that, he worked as a portfolio consultant at Affinia Financial Group, overseeing trading, research, portfolio...
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.