Beth Duncan

Beth has been in the financial services industry for over 20 years and is responsible for the firm’s individual investment and retirement planning clients.  Beth also takes care of the service needs of our insurance clients, taking great care to ensure that quality and timely assistance is provided.  Beth is a registered representative of Private Client Services, LLC in the states of Indiana, Kentucky, Ohio, and Wisconsin.  She is licensed in life and health insurance in Indiana, Kentucky and Ohio.  Beth has been an active member of One Southern Indiana Chamber and Economic Development for many years, serving as an ambassador for the chamber for the past 6 years. Beth is a member of the New Albany, Indiana chapter of Tri Kappa, a women’s philanthropic sorority that raises funds to serve Floyd County through scholarships and grants.  Beth has enjoyed living in Southern Indiana for much of her life and currently lives in Palmyra with her husband, Brett.

 

 

Tracy Hardin

Tracy has been working with small business owners and individuals since 1996.   She is a registered representative of Private Client Services, LLC and is licensed in life and health insurance in the states of Indiana, Kentucky, Tennessee and Florida.  She is a Certified Estate Planner, a Registered Investment Adviser, and has a Masters of Accountancy Degree from Southwest Missouri State University.  Tracy’s passion is working with small businesses in a variety of areas including business succession planning, estate and retirement planning and employee benefits.  She strives to prepare creative options for business owners in order to best suit their needs.  She is very active in her local community school and church programs.  Tracy lives in Southern Indiana with her husband Ron and three sons.