Our Associates

Beth Duncan

Beth has been in the financial services industry for over 30 years and is responsible for the firm's individual investment and retirement planning clients.  Because of her background in administration and customer service, 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 LPL Financial in the states of Indiana, Kentucky, Ohio, and Florida and Washington.  She is licensed in life and health insurance in Indiana, Kentucky, Ohio and Florida.  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 12 years. Beth is also a member of the New Albany, Indiana chapter of Tri Kappa, a women's philanthropic sorority.  Beth has enjoyed living in Southern Indiana for much of her life and currently resides in Henryville with her husband.


Tracy Hardin

Tracy has been working with small business owners and individuals since 1996.   She is a registered representative of LPL Financial and is licensed in life and health insurance in Indiana, Kentucky, and various other states.  She is a Certified Estate Planner, an Investment Adviser Representative, and has a Masters of Accountancy Degree from Southwest Missouri State University.  Her passion is working with small businesses in a variety of areas including employee benefits, business succession planning, and estate and retirement planning.  She strives to prepare creative options for business owners in order to best suit their needs.  Tracy lives with her family in Southern Indiana and is very active in the local community and her church.