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
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 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 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; Executive Committee Member and Fund Development Committee Chair
American Heart Association – South Sound; Circle of Red Member (Former Executive Team Leader)
Tacoma Estate Planning Council; Member
Beta Gamma Sigma International Honor Society; Lifetime Member
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 ®
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
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.
Education
Washington State University, B.A. in Recreation Leisure Studies with a minor in Business Administration, 1986
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.
Education
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
CFP BOARD EMERITUS® member
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
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.
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:
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.
