We work as a team at the Social Equity Group, making sure your needs are met every step of the way.
Duncan Meaney, is President
and a Registered Investment
Advisor Representative of SEG
and a Registered Principal of FWG.
He is an expert in low income housing
programs and tax credits.
Ron Freund, CFS, is Vice
President and Director of Asset
Allocation for SEG and a registered
representative of FWG.
Ron has extensive experience
working with non-profits, small
businesses and new investors.
Ute Scott-Smith, a fee-based
advisor, as a registered representative of Financial West
Group. Ute offers financial planning services.