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Our Team

about us

Dugan Brown

“To connect with people in a way that both empowers and inspires them to better their future.”

Everything we do is with that purpose in mind. It is a cause in which we believe so strongly that it is not at the core of our organization – it is the core of our organization… of every interaction… of every conversation… of every relationship. Because it is not our cause that furthers our company; it is our company that furthers our cause.

We turn these beliefs into reality by equipping you with the knowledge required to make intelligent and well-informed decisions about your federal benefits and finances. Ensuring you have the necessary information to enjoy retirement to the fullest is a massive undertaking, which should only be managed by someone who genuinely cares for your well-being.

Although we specialize in both finance and federal benefits, the true value offered by Dugan Brown comes from working with a team of people who are all united by a singular cause that inspires them to learn and grow as people. Every. Single. Day.

A relationship with one of our professionals begins with your first consultation and lasts the rest of your life.

Integrity

Service

Excellence

Mindfulness

Meet
Our Team

Kevin Dugan

CFO & Financial Advisor

Wayne Brown

CEO

Sam Eberts

CXO & Financial Advisor

Nick Smith CFP®

Financial Advisor

G. Shea Mercer

Financial Advisor

Joe McGee

Financial Advisor

Daniel Vieira

Sr. Retirement Consultant

Jesse Hartley

Sr. Retirement Consultant

Kyle Gluck

Retirement Consultant

Nathalie Nation

Client Coordinator