Vision Capital Partners

Thomas Duncan is a financial advisor at Vision Capital Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Osaic Wealth, Inc. and Triad Advisors, LLC. Outside of his advisory role, Duncan serves as president of an S-Corp related to his business practice. Vision Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm employs a long-term, diversification-focused investment approach using low-cost mutual funds and ETFs, alongside other asset classes, and offers additional services such as family office support and corporate retirement plan consulting.

Julie Hall is a Certified Financial Planner® with 22 years of industry experience, currently serving at Vision Capital Partners since 2020. Her prior experience includes roles at Planning Alternatives LTD and Tiaa-Cref Individual & Institutional Services. She serves on the board of the Financial Planning Association of Michigan and is involved as a board member and co-trustee for the Asbury Hill Estate Association. Vision Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm employs a long-term investment approach grounded in modern portfolio theory, offering diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, along with family office support and financial education seminars.