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Our Team

At FP we strive to create a supportive environment where our team can excel. We collaborate on nearly everything. This open approach ensures that multiple perspectives are heard and the best ideas are executed. Harvesting each individual’s strengths is part of what makes us special.

  • 01_Dugan, Dan’s headshot

    Dan Dugan
    CEO

  • 02_Dugan, Luke’s headshot

    Luke Dugan
    President & COO

  • 03_Wilken, Nicole’s headshot

    Nicole Wilken
    CCO

  • 04_Dugan, Dave’s headshot

    Dave Dugan
    SVP

  • 05_Svenningsen, Marrissa’s headshot

    Marrissa Svenningsen
    SVP, Financial Planning

  • 06_Dugan, Allison’s headshot

    Allison Dugan
    VP, Operations

  • 07_Johnson, Matt’s headshot

    Matt Johnson
    Sr Financial Planner

  • 08_Lachinski, Jennifer’s headshot

    Jennifer Lachinski
    Sr Financial Planner

  • 09_Loheit, Steve’s headshot

    Steve Loheit
    Sr Financial Planner

  • 10_Mandelkow, Austin’s headshot

    Austin Mandelkow
    Financial Planner

  • 11_Marvin, JJ’s headshot

    JJ Marvin
    Financial Planner

  • 12_Buesgens, Zachary’s headshot

    Zachary Buesgens
    Sr Associate

  • 13_Johnson, Lisa’s headshot

    Lisa Johnson
    Sr Associate

  • 14_Saxon, Cayden’s headshot

    Cayden Saxon
    Associate

  • 15_Dugan, Daniel W.’s headshot

    Daniel W. Dugan
    Accountant

  • 16_Kensy, Bradley’s headshot

    Bradley Kensy
    Accountant

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Financial Perspectives

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447
  • P 877-553-7780
  • F 877-553-7782
  • E info@fpwealth.com

Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2026 Financial Perspectives. All Rights Reserved.

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