Allison Dugan
VP, Operations
Allison joined FP in August 2019. She earned her degree in Finance from the Carlson School of Management at the University of Minnesota–Twin Cities, where she competed on the Women’s Track and Field Team in the 200 and 400 meter events.
She holds the FINRA Series 65 license, CFP® certification, and Enrolled Agent designation. Allison brings a disciplined, analytical approach and enjoys partnering with clients on long-term strategies and high-impact financial decisions.