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.
Dan Dugan
CEO
Luke Dugan
President & COO
Nicole Wilken
CCO
Dave Dugan
SVP
Marrissa Svenningsen
SVP, Financial Planning
Allison Dugan
VP, Operations
Matt Johnson
Sr Financial Planner
Jennifer Lachinski
Sr Financial Planner
Steve Loheit
Sr Financial Planner
Austin Mandelkow
Financial Planner
JJ Marvin
Financial Planner
Zachary Buesgens
Sr Associate
Lisa Johnson
Sr Associate
Cayden Saxon
Associate
Daniel W. Dugan
Accountant
Bradley Kensy
Accountant