Who we are

Seneschal Advisors, LLC is a fee only financial advisory. We work with you on an on-going basis to help you develop and implement clear, comprehensive plans for the growth and stewardship of the wealth you’ve accumulated. We offer you peace of mind; when you know that a sound financial plan is in place, you can focus on the things and people that matter to you most.


Jeff Lang is the Managing Principal at Seneschal Advisors, LLC. With over 25 years of industry experience and knowledge, he brings a true passion for helping individual investors clarify and develop their personalized wealth management plans and financial goals.

Jeff joined Seneschal Advisors to align his own passion for working with individual clients directly. “After a career in managing financial advisors, I wanted to transition back to directly working with clients, providing them with the unbiased personal attention they deserve and want.”

When working with individuals and families, Jeff is committed to creating an exceptional client experience. He gives every investor the time and due diligence needed when exploring and providing professional ongoing wealth management. “When conflict of interest and emotion are removed from the equation, the process results in peace of mind and clarity for every client,” Jeff advocates.

Jeff and his wife Kristen have 3 children and live in Gig Harbor, WA. In his free time, Jeff enjoys coaching youth sports, traveling and spending time with his family.

Professional Credentials



Washington State University, BA, Business Economics, 1993

California State University, MBA, cum laude, 2009

Career Highlights

Vice President, Branch Manager; Charles Schwab, Tacoma & Olympia, WA

Vice President, Senior Financial Consultant; Charles Schwab, Bellevue, WA

Financial Advisor/Registered Representative; Morgan Stanley Smith Barney, Olympia, WA

Community Affiliations

Member, Tacoma Estate Planning Council
Inaugural Member, 40 under 40, South Sound Magazine
Assistant Track Coach, Gig Harbor High School, Peninsula School District
Former Member, Rotary Club of Gig Harbor & Tacoma
Past President, Board of Directors, Tacoma Concert Band


Candace Duecker is a Principal and the Managing Director of Wealth Management for Seneschal Advisors. She is directly responsible for serving and advising client relationships in all aspects of comprehensive wealth management and financial planning. She also serves on the firm’s Leadership Team and Investment Committee.

Prior to joining Seneschal Advisors in 2018, Candace spent time in the banking industry and nearly a decade with the Family Office Team at Threshold Group where she served ultra-high net worth, multi-generational families. She has over 15 years of experience as a personal financial services professional, with most of that time dedicated to individuals and families in private wealth management.

Candace partners with her clients and collaborates with other professional advisors to support their unique needs and deliver on what matters most them. She brings a robust technical skillset to Seneschal Advisors along with a passion for effectively guiding and coaching her clients through life transitions and complex financial decisions. In addition, she is distinctively skilled in navigating the financial implications associated with divorce which she carries out through her private practice as a Certified Divorce Financial Analyst®.

Candace holds a Bachelor of Arts in Business Administration with honors from the University of Washington and an Associate of Science in Business Administration from Austin Community College. She was born and raised in Texas, living only in Missouri for a brief year before putting roots down in Washington State in 2006. She resides with her husband in Browns Point where they enjoy an active lifestyle, traveling, checking items off bucket lists, and spending quality time with friends and family.

Professional Credentials


Certified Divorce Financial Analyst®


University of Washington, BA, Business Administration, Faculty Honors, 2007

Austin Community College, AS, Business Administration, 2004

Career Highlights

2022 Award Winner; Family Wealth Alliance Top 25 Young Professionals in Family Wealth

Director, Wealth Advisory; Threshold Group (acquired by Tiedemann Advisors), Seattle, WA

Personal Financial Representative; Mid Missouri Credit Union, Fort Leonard Wood, MO

Member Associate; A+ Federal Credit Union, Austin, TX

Community Affiliations

Sound Outreach; Board Member; Fund Development Committee Chair

ProVisors; Member – South Puget Sound #1

Tacoma Estate Planning Council; Member

Association of Divorce Financial Planners; Member

International Academy of Collaborative Professionals; Member

Beta Gamma Sigma International Honor Society; Lifetime Member

American Heart Association – South Sound; Circle of Red Member (Former Executive Team Leader)

Catherine Booth House; Former Volunteer Financial Coach for Domestic Violence Victims

Your Money Matters Mentoring; Former Board Member

Huskies@Work; Former Mentor

Certified Financial Planner Board of Standards; WIN-to-WIN Advocate & Former Mentor

Friends of the Children Seattle; Former Ambassador Board Member

Financial Beginnings; Former Financial Literacy Volunteer Teacher

College Success Foundation; Former Hometown Mentor


Tania Kaarvand is the Director of Operations and Compliance Officer at Seneschal Advisors. She has well over a decade of financial industry experience, having worked for a large national bank prior to joining Seneschal Advisors in 2015. She brings a vast knowledge of operations to our firm and delivering an exceptional client experience is the priority for her. She is an excellent contact for our clients on any servicing needs and resident expert on just about every operational aspect of our business.

Tania manages the relationship with our custodian, helps keep our company running smoothly and efficiently while also focusing on compliance. In 2011, Tania earned her BA in Psychology from the University of Washington and in 2017, she achieved the Investment Adviser Certified Compliance Professional® designation. Her professionalism and commitment to excellence are unparalleled.

In her free time, Tania enjoys spending time with her family outdoors. Tania lives in Puyallup with her husband and two children.

Professional Credentials

Investment Adviser Certified Compliance Professional ®


University of Washington, B.A. in Psychology, 2011

Career Highlights

Relationship Banker, Consumer Banking; JPMorgan Chase Bank, Puyallup, WA

Assistant Manager, Consumer Banking; JPMorgan Chase Bank, Tacoma & Puyallup, WA

Heidi S. Oberst

Heidi Oberst is the Administrative Assistant for Seneschal Advisors. Prior to joining our team in 2017, Heidi held a long career with the Tacoma School District. She brings a supremely warm, welcoming spirit to our office and is almost always the first person our clients see when they walk through our doors.

Heidi makes sure we all take time for fun and is a champion of our culture. She coordinates for our client gifts, personally addresses all our client birthday cards, and organizes all client social events and meetings. In addition, Heidi is a strong support for Tania in keeping our office running smoothly.

As a lifelong South Sounder, she is deeply connected within our community. Heidi received her BA in Recreation Leisure Studies with a minor in Business Administration from Washington State University in 1986. Away from the office Heidi enjoys camping, spending time at the family beach house, and gathering with friends.  She lives in North Tacoma with her husband Doug.


Washington State University, B.A. in Recreation Leisure Studies with a minor in Business Administration, 1986

Galen J. Zimmerman, FPQP®

Galen Zimmerman is a Client Service Associate for Seneschal Advisors.  He joined our firm in 2019 after a successful internship with another financial advisory practice in Central Washington.  Galen is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ program and is working hard to earn his credential.  He supports the team in nearly all aspects of the financial planning process, participates in client meetings, and carries out many other operational duties. 

Galen received his BS in Business Administration with a specialization in Personal Financial Planning from Central Washington University in 2019. Galen currently resides in Gig Harbor with his wife and two fur babies (Milo & Bruce). They enjoy living an active, adventurous lifestyle and love discovering new activities to do with each other. In his free time, Galen expresses his creativity through DJing, and has played shows in Ellensburg, Seattle, and even the Gorge.

Professional Credentials

Financial Paraplanner Qualified ProfessionalSM


Central Washington University, B.S. in Business Administration with a Specialization in Personal Financial Planning, 2019


Jon Duncan founded Seneschal Advisors in 2004 on the principle that has guided his own approach to wealth management. He believes that wealth, when connected to purpose, is the way to a better world. Making a difference in the world, in turn, addresses the innate need to seek the best and highest good in oneself and others.

In 2019, after more than 25 years of serving clients, Jon transitioned from Managing Principal to a strategic business and planning consulting role within Seneschal Advisors. He no longer engages in financial services activities or holds any financial services licenses or registrations. Mr. Duncan remains an owner/member of Seneschal Advisors, LLC.

Professional Credentials



Claremont McKenna College with his B. A. in economics in 1970, cum laude

University of California, Berkeley, Master of Business Administration

Career Highlights

Director, Wealth Management; RSM McGladrey, Inc., Tacoma, WA

Personal Financial Advisor; J. Duncan & Associates, P. S., Tacoma, WA

Consultant, The Rainier Group, Seattle, WA

Sr. Vice President/Chief Financial Officer; United Bank, Tacoma, WA

Community Affiliations

Former President, Tacoma Symphony Orchestra Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the "CFP® marks") are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. ("CFP Board").

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP Board Emeritus® is a collective membership mark owned by Certified Financial Planner Board of Standards Inc in the U.S.

The NRS IACCP designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of in-person and online study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. The designation signifies intermediate-level knowledge of investment adviser regulation and compliance best practices, and adherence to nationally recognized professional standards and ethical leadership.

Exhaustive certification and course development, together with expert instructors and facilitators from the compliance, legal, regulatory, financial industry, and academic sectors, help ensure that individuals earning the IACCP designation have been trained, tested and certified to meet high industry professional standards.