Joe was born and raised in Washington state and enjoys everything the Pacific Northwest has to offer. He attended Western Washington University and graduated with a Bachelor of Arts in Accounting and a minor in Business Administration. Before joining Sound Planning Group in 2020, he spent seven-plus years in the financial services industry, gaining vast knowledge and specializing in insurance and financial planning. Joe lives in Duvall with his wife Erica. In their spare time, they enjoy hiking, camping, snowshoeing, and exploring new places with their Golden Retriever Griffey.

Joe Duncan
Investment Advisor Representative
Sound Planning Group
United States, Washington, Duvall
About Me
Profile Information
Investment Advisor Representative
Sound Planning Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Duvall
Washington
United States
Sep 4, 2025
Work Experience
Sound Planning Group
Investment Advisor Representative Jan 2020 - Present
Email: joe@myspg.com
More profiles to browse
Loren Downs
President
David Stryzewski
Founder, Chief Executive Officer, Investment Advisor Representative
Justin Lohman
COO, COO & Investment Advisor Representative
TL
Tyler Lively
Director of Financial Planning, Investment Advisor Representative
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial