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Our Team

Our Dedicated Team

Team Duggan Wealth Management is made up of a highly experienced in-house team and a vast network of partners, ensuring that they receive the highest level of service, most insightful ideas, and the analyses to make informed decisions.

Duggan Wealth Management team

Brian M Duggan CFP®, WMCP®, CLU®, ChFC®

Wealth Management Advisor

Mark Buckley CFP®, ChSNC®, CRPC®

Director of Advanced Financial Planning

John Kozely CLU®, ChFC®

Chief Operating Officer

Donya Aziz

Associate Financial Representative

Miguel Andrade

Investment Operations Associate

Affiliates

Through the Northwestern Mutual network, we have trusted relationships with talented financial specialists across the nation. We work with each other, share ideas, and explore new solutions to help our clients realize their planning goals and personal vision.

Nicholas J. Hammer MBA, CFP®

Financial Representative

Raj Shah CFP®, MBA, RICP®

Financial Advisor