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Our Leadership

leadership at

Dugan Brown

Each interaction at Dugan Brown is rooted in our values, with those both inside and outside of the organization.

We empower our team…

…by providing them with the tools necessary to be able to improve the lives of each and every person with whom they interact. In fact, our staff is so thoroughly trained to succeed in their respective roles, that they would be capable of leaving the company and thriving elsewhere on their own.

We inspire our team…

…by emphasizing personal growth and accomplishment within the organization. Our employees do not stay because they feel that they must, rather, they understand that they are a valued part of a team that amplifies their own personal success.

In truth, every individual who is part of our team has stepped forward and shouldered the burden of leadership at one time or another. The individuals on this page are simply those who have made a full-time commitment to helping others reach their full potential.





Our Leadership

Kevin Dugan

Chief Financial Officer (CFO)

As the CFO, Kevin organizes and manages the finances of Dugan Brown, and guides the overall investment strategy with our clients. In coordination with the other leaders of the company, performing this role is vital in order to track and maintain our overall success.

Drawing on his background in employee benefits, math, finance, and market economics, Kevin has presented to thousands of federal employees at retirement planning workshops across the country. He has directly advised hundreds through the retirement process one-on-one.


  • Loyola University, Class of 2007
  • Graduated Cum Laude
  • Degree in Business Economics
  • Minor in Mathematics

Work Experience

  • Health insurance and Medicare supplement specialist for 7 years
  • Retirement planner for federal employees since 2018


  • Registered Financial Advisor
  • Licensed in life, health, and annuities

Wayne Brown

Chief Visionary Officer (CVO)

The role of a Chief Visionary Officer (CVO) encompasses CEO duties along with the additional responsibility of crafting a forward-looking vision for the company. The CVO is tasked with driving innovation and ensuring overall alignment within the organization.

Prior to helping federal employees, Wayne served as one for eight years in the United States Air Force. Since then, he has combined his engineering and mathematical backgrounds with federal expertise, incorporating leadership skills acquired as a Captain. This unique blend allows him to assist federal employees while also enabling others who aspire to make a similar impact.


  • Michigan Technological University, Class of 2010
  • Degree in Computer Engineering
  • Minors in Electrical Engineering, Physics, and Mathematics

Work Experience

  • Military veteran, United States Air Force
    • Enlisted in August of 2008
    • Separated at the rank of Captain in 2016
  • Retirement planner for federal employees since 2017


  • Licensed in life, health, and annuities
  • Extensive background in computer programming

Sam Eberts

Chief Experience Officer (CXO)

The role of a CXO is to ensure that any individual who interacts with Dugan Brown, whether they’re an employee, client, or just visiting the website, has an experience that will stay with them for life. It is this idea that drives a CXO towards the never-ending goal of maintaining high client and employee satisfaction.

Since 2018, Sam has been educating federal employees on their benefits and how to maximize their choice of what the government offers. He routinely travels around the country as the main speaker for federal retirement workshops and works with clients from a diverse selection of federal agencies.


  • Lake Superior State University, class of 2018
  • Degree in Geology
  • Minor in Geographic Information Systems

Work Experience

  • Retirement planner since 2018
  • Registered Financial Advisor since March 2021


  • Registered Financial Advisor
  • Licensed in life, health, and annuities