Meet the professionals who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Duane Johnson Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
As fiduciary advisors, we are required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of our clients. To read more about the unique differences of fiduciary advisors, click here to read an article in U.S. News.
Duane JohnsonFounder of Duane Johnson Group, LLC & Co-Founder of Bridger Financial Services, LLC
Duane began his career in the financial services industry in 1994. He founded Duane Johnson Group, LLC in 2000 to help prepare retirees for the financial challenges that await them. In 2018, Duane co-founded Bridger Financial Services, LLC with Aaron Johnson.
Duane’s workshops, which thousands of consumers attend each year in Southern California, offer insight into how to conserve your assets, increase your retirement income and potentially reduce your taxes.
Duane, who lives in Menifee, holds licenses in life and health insurance in California. Away from the office, he enjoys camping, golf and scuba diving.
Aaron Johnson, CRPC®Co-Founder of Bridger Financial Services, LLC and Financial Advisor
Aaron began his career in the financial services industry in 2003 with the desire to make a difference in people’s lives. His tenure with a Wall Street firm and local community banks has allowed him to work with a wide range of clients facing various retirement challenges.
In 2018, Aaron joined Duane Johnson Group, LLC and cofounded Bridger Financial Services, LLC because it enabled him to work alongside his cousin, Duane, while continuing to utilize his investment and planning expertise to make a personal impact with clients — and help prepare them for a comfortable retirement.
Aaron holds insurance licenses in California and Virginia and has passed the Series 7, 24, 31 and 66 securities exams. He earned his Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2010. Aaron was awarded the Five Star Wealth Manager award in 2012, 2013 and 2014.
Aaron lives in Menifee and enjoys volunteering with his church, golfing and doing CrossFit. He also loves spending time with his wife and four children at the beach and Disney parks.
Valarie Lukacsffi Registered Enrolled Agent with the IRS and the California Tax Education Council
Laura Johnson Marketing Director and Servicing Associate
Karen Blackmer Operations and Servicing Associate
George Chant III Attorney at Law
Renee Prentiss Operations and Servicing Director
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
