Natalie Smith

Case Manager

Natalie Smith

Natalie is your internal contact for all paperwork and correspondence with the companies we represent.  She handles client support, administration and is able to assist with account information, forms, and appointments.  

With a BS in Marketing from the University of Colorado, Boulder, Natalie immediately began her professional career in Southern California.  She spent 13 years in the Auto Industry in Sales and Customer Relations.  She has held her Health/Life Insurance license since 2011 and her Notary Public commission with the State of California since 2010.  She has over 8 years of experience in Insurance and Financial Services.

Natalie can be reached at

John P. Duncan

Contact Us

With more than twenty-seven years of experience guiding America's affluent, John Duncan is a noted expert in financial planning and investment advising.  Duncan's mission is  simple:  providing  higher-income and higher net-worth  individuals and families with the tools necessary for success.

​​​​​​​After earning a degree in accounting and finance, Duncan immediately went into practice as a financial advisor, working with individuals and business owners at Prudential Financial.  As his career advanced, he honed his expertise as an investment advisor and financial representative at Global Financial.  In 1994, he launched Gold Leaf Advisory, an independent planning practice.

​​​​​​John can be reached at​​​​​​​

President & CEO

John P. Duncan


CALIFORNIA:   4352 Shorecrest Lane  |  Corona Del Mar  |  92625

ARIZONA:   2929 North Power Road #101  |  Mesa  |  85215