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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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West Hartford

Wendy Duncan

Senior Manager, Client Service

75 Isham Rd, Suite 310
West Hartford, CT 06107

Wendy Duncan
Wendy Duncan

About Wendy

As Senior Manager, Client Service, for our West Hartford office, Wendy is responsible for coordinating and fulfilling the financial needs of our private clients. With over 25 years of experience, she has worked with the team at Wells Fargo and its predecessors since 1998 and GYL Financial Synergies since 2016. Wendy is Series 65 registered.

When Wendy is not working, she is very passionate about singing in her choir, photography, as well as teaching young children at St. James Sunday School.

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