Founding Partner and CEO

A dad, pilot, world traveler, and volunteer are among the words used to describe Don. He has been married to his better half, Amy, since 1989 and together they have four children. In addition to family, Don’s passions include flying an antique (1948) Aeronca Sedan floatplane, mentoring small businesses in the poorest regions of the globe, and serving as a board member and advisor for numerous charities including IBEC Ventures, Oikonomos, and Northern New York Resources Corporation. In business Don is passionate about helping others to succeed. This is exemplified in how he has served clients for almost 40 years, helping them to build wealth and to fulfill their life purpose whether that’s a comfortable retirement or building a philanthropic legacy that brings flourishing to all of mankind. As can be seen by the team he has built at Simmons Capital, he loves to mentor young advisors, teaching them how to be knowledgable wholistic guides to their clients.

President

Rob Duncan is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst (CIMA®), and a Tax Planning Certified Professional (TPCP®) with a heart for serving investors and families. He also holds a Master of Divinity (MDiv) and is currently pursuing a PhD in missions, because he’s still trying to figure out what he wants to be when he grows up.

Rob brings together a deep foundation in finance and a genuine commitment to his faith, helping clients pursue their financial goals with clarity, confidence, and alignment with their values.

With more than 25 years in the financial services industry, Rob’s perspective has been shaped not only by experience in the markets but by living and serving overseas as a cross-cultural worker. He offers comprehensive, financial planning and investment management, including retirement and estate planning, charitable giving, and tax-efficient investment strategies.

Deeply involved in his local church and global Christian community, Rob also volunteers as a coach to faith-driven Business as Mission (BAM) entrepreneurs. He believes investing can be about more than returns; it can be a tool for meaningful impact, generosity, and gospel-centered influence around the world.

Outside of work, Rob loves spending time with his family and friends and takes every opportunity he can to travel and explore new places.

BAM Consultant

Mats is a seasoned, accomplished consultant, writer, and speaker in the global Business as Mission community. He is the Chairman of BAM Global, an organization that invigorates and equips global BAM community participants. From his beginnings in Central Asia in the 1990s, Mats has focused on developing national, regional, and global BAM networks and initiatives. Through his partnership with the BAM Global Think Tank, he has co-produced dozens of reports/white papers with input from over 50 national representatives, including the BAM Manifesto and the Wealth Creation Manifesto materials.

Director of Operations 

With a career of over 25 years working in the financial industry, Patty offers extensive experience in operations and client services. She works closely with the SCG team and clients assisting with account openings and day to day account maintenance. In her spare time, she enjoys boating, snowmobiling, and spending time with family and friends.

Associate Advisor

Aaron can be described as a results-oriented strategic thinker with a passion for helping others align their goals with actionable outcomes. Aaron and his wife Kelsie have two young children and hold loyal to their Sunday homemade pizza tradition.  Their family has a long-standing affinity with the Capital Region, dating back to 2015 when he moved to the area to direct a local non-profit, Young Life.

Outside of his work with Simmons Capital Group, Aaron helps serve Young Life staff in New Jersey as a professional development coach and strategist. Along with finance and financial planning, Aaron loves fancy coffee, cooking for his family, and time spent in community.

Associate Advisor & Portfolio Strategist

Born and raised in Turkey, Zach’s passion for disciple making and global kingdom expansion solidified at a young age. After obtaining degrees in economics and psychology from McMaster University in Canada, Zach joined Steward Advisors as Don’s executive assistant.

Since joining, Zach has completed his paraplanner designation and expanded his role in numerous areas including financial plan development and alternative investment transaction processing. Through his expanding role, Zach seeks to empower and encourage believers toward lives of joyful surrender to the Lord.

Operations Assistant

Melanie began her career in the financial industry in banking, eventually finding her happiness in operations and client services.  She loves working with people and believes a positive outlook can help achieve anything. AT SCG, Melanie works closely with Patty and the advisement team to complete all client related daily activities and tasks. She has a passion for creative writing and is well known for having her head buried in a book. Melanie lives locally with her son and enjoys spending her spare time with family and friends.

Consultant

Craig’s professional and business experiences over the last five decades span Asia, the Middle East, Latin America, Europe, and Africa. His passion is to see Christ glorified through business across the Hindu, Muslim, and Buddhist influenced world. For the past 25 years, Craig led a private impact investment fund that has invested in over 70 SME enterprises across a dozen industry sectors in 26 countries spanning North Africa, the Middle East, and Asia. Portfolio companies receive mentoring, coaching, and consulting services provided by a network of 300 individuals across 24 countries. In addition to leading the fund, Craig personally managed investment due diligence efforts.