Thomas Duncan is a financial advisor at Vision Capital Partners in Ann Arbor, MI, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, LLC from 2006 to 2024. In addition to his advisory role, Duncan serves as president of an S-Corp involved in managing his business practice. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with diversified, low-cost allocations tailored to client goals, and offers additional services such as family office support and business succession planning.

Julie Hall Labrune is a CFP® with 23 years of industry experience, currently serving as an advisor at Vision Capital Partners since 2020. Her prior roles include work at Planning Alternatives LTD and Osaic FA, Inc., as well as involvement with Wines for Humanity. She is a board member and co-trustee of the Asbury Hill Estate Association and serves on the Board of Directors for the Financial Planning Association of Michigan. Vision Capital Partners provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based, long-term investment approach with diversified, low-cost allocations tailored to client goals and risk tolerance, and offers additional services including family office, business succession planning, and defined contribution plan consulting.