After 15 years in education, Jim Duncklee pursued a long-developing interest and became an independent financial planner in 1989. Starting Jim Duncklee & Associates as a part-time operation, Jim’s early success soon resulted in his leaving education to provide financial services on a full-time basis. In 2010, the name of the business transitioned to Duncklee & Nott when Ken became a partner, and after 30 years of working with clients, Jim retired in 2018.
Ken Nott, CFP®
Ken joined Duncklee & Associates early in 2005 and became a partner in 2010, thereby forming Duncklee & Nott. Like Jim, Ken started out as a teacher and a coach. Upon joining Duncklee & Associates, he worked behind the scenes, managing accounts. Over the years, he has introduced new clients, monitored accounts, and recommended and executed changes in existing accounts. Ken also manages all of the group retirement plans.
Ken earned his bachelor's degree from the University of Maine at Farmington. He has life, health, and variable insurance licenses, as well as the FINRA Series 7, 24, and 66 securities registrations (held through Commonwealth Financial Network). He also holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor, and Certified Fund Specialist® designations.
Ken lives in Farmingdale, Maine, with his wife, Carolyn, who is an elementary school teacher. They have two young children. In addition to spending time with his family, Ken enjoys playing sports, coaching youth soccer, and rallying behind the New England Patriots.
Derek joined Duncklee & Nott in 2018 as an analyst providing investment research, account administration, and appointment preparation and follow up. Derek began meeting with clients in 2020, and continues to work closely with Ken learning the business and assisting with day-to-day functions.
Derek graduated from the University of Maine (Orono) in 2017 with a BS in finance. He has life, health, and variable insurance licenses, as well as the FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network). He also holds the Certified Plan Fiduciary Advisor designation.
Derek lives in Augusta, Maine, and actively participates in the community. He sits on the board of trustees for the Calumet Educational & Literary Foundation, Inc., which provides grants and scholarships to local students.
Megan joined Duncklee & Nott in 2012. After working for MBNA immediately upon college graduation, she became a representative for Edward Jones, where she worked for five years building strong client relationships. She brings that investing and retirement planning experience to Duncklee & Nott, along with a strong desire to provide the best client experience. She has enjoyed building relationships with clients and learning about their personal and family goals regarding retirement, education planning, and investing.
Growing up in Wayne, Maine, she attended and graduated from Maranacook Community School. She went on to earn her AS in marketing management from Champlain College in Burlington, Vermont, and earned her BS in business management from the University of Maine in 2000.
She currently lives in Readfield with her husband, John, a Kennebec County sheriff's deputy, and their two children, Mason and Ryan. In her spare time, she enjoys running, spending time with family as much as possible, and being a crazy hockey mom!
Client Service Specialist
Sharon has been an administrative assistant in financial services offices since 1996. In 2001, she joined Duncklee & Nott to serve as the firm's office manager. Familiar with all the companies with which Duncklee & Nott works, Sharon maintains client records; processes requests for deposits, withdrawals, and account changes; and ensures that our database is current. She can answer many client questions, help with account maintenance, and guide clients through any required paperwork.
Sharon lives in Manchester, Maine, with her husband, Peter. They have two children, Erica and Dan, as well as two granddaughters, Eliza-Lynn and Adelyn, and a grandson, Eli. Sharon treasures the time spent with her grandchildren and spends most of her vacations in North Carolina where her daughter and two of her grandchildren live. In her free time, she enjoys reading and kayaking.
Client Service Specialist
Brad joined Duncklee & Nott in 2020 as a receptionist and administrative assistant. He is new to the world of financial planning, but brings a wealth of office experience from working in health care, higher education, and the wireless industry.
Brad graduated from the University of New England in 2003 with a BS in health sciences. He lives in Waterville, Maine, with his husband, Zach, who is the lead rental agent for Keystone Management. They love camping and the outdoors, but spend most of their free time with family, including a nephew, Owen, and a niece, Charlotte.