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.
Jon Duncan is the founder and Managing Principal of Seneschal Advisors LLC. With over 30 years of financial industry experience he brings extensive practical knowledge and understanding of finance and investments to his clients.
Jon founded Seneschal Advisors on the principle that has guided his own approach to wealth management. “I believe that wealth when connected to purpose is the way to a better world. Money connected with purpose equals making a difference in the world. Making a difference in the world, in turn, addresses our innate need to seek the best and highest good in ourselves.”
When working with clients and their families, Jon emphasizes the need to clarify values and objectives. He listens deeply and works collaboratively with clients and their other professional advisors to develop and implement comprehensive, integrated life plans that reflect clients’ values and most important life goals.
Professional Credentials
CERTIFIED FINANCIAL PLANNER™
Education
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
Jeff Lang is the Principal at Seneschal Advisors, LLC. With over 17 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
CERTIFIED FINANCIAL PLANNER™
Education
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 the Director of Wealth Management at Seneschal Advisors, LLC. She has over 15 years of experience in the financial services industry, with the majority of that time dedicated to serving clients in private wealth management. Prior to joining Seneschal Advisors in 2018, Candace worked with the Family Office Team at Threshold Group (now Tiedemann Advisors) where she was responsible for client relationships ranging from $5M-$50M in investable assets. She partners with her clients and collaborates with other professional advisors to deliver an easy-to-understand, goals driven, comprehensive, and integrated service program involving portfolio management and financial planning services. Candace brings a robust technical skillset to Seneschal Advisors along with a passion for effectively guiding her clients through life transitions and complex financial decisions. In addition, she is distinctively skilled in navigating the financial implications associated with divorce.
Candace resides with her husband in Browns Point and in her free time, she enjoys an active lifestyle, traveling, checking items off her bucket list, and spending quality time with friends and family.
Professional Credentials
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
Accredited Financial Counselor®
Education
University of Washington, BA, Business Administration, Faculty Honors, 2007
Austin Community College, AS, Business Administration, 2004
Career Highlights
Director, Wealth Advisory; Threshold Group (now 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 and Fund Development Committee Member
Your Money Matters Mentoring; Board Member
Tacoma Estate Planning Council; Member
Huskies@Work; Mentor
Financial Beginnings; Financial Literacy Volunteer Teacher
Catherine Booth House; Volunteer Financial Coach for Domestic Violence Victims
Certified Financial Planner Board of Standards; WIN-to-WIN Advocate & Mentor
Beta Gamma Sigma International Honor Society; Lifetime Member
College Success Foundation; Former Hometown Mentor
Friends of the Children Seattle; Former Ambassador Board Member
Tania Kaarvand is the Operations Manager at Seneschal Advisors, LLC. Tania has over 9 years 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.
Delivering an exceptional client experience is a priority for Tania. She is an excellent contact for our clients for any servicing needs. She helps keep our company running smoothly and efficiently while also focusing on compliance.
In her free time, Tania enjoys spending time with her family outdoors. Tania lives in Puyallup with her husband and children.
Professional Credentials
Investment Adviser Certified Compliance Professional ®
Education
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
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.
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:
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.
