Ashley Walton adds to our team as a Client Service Manager and Associate Financial Representative. With 10 years of experience in the financial services industry as Director of Operations, Ashley transitioned to Duggan Wealth Management in the spring of 2023, bringing a wealth of expertise and proficiency to our team.

Ashley's career has been driven by her ability to cultivate and nurture high-value client relationships. Her commitment is to deliver world-class customer service and she takes pride in extending her skill set to the team. Within her role, Ashley expertly manages the onboarding procedure and ensures our clients experience a high level of care and attention.

Donya is the Director of Insurance and Planning with Duggan Wealth Management; she also has the 6 and 63 FINRA registrations. Donya has experience with all insurance related matters and enjoys constructing the financial plans that help our clients achieve to financial security.

Donya comes to the firm with a strong background in healthcare and politics; she enjoys spending time with family and friends.

John is the Chief Financial Officer and Director of Investments with Duggan Wealth Management, overseeing the advancement of current and new businesses. He also has the FINRA 6, 7, and 63 registrations. As an Associate Wealth Management Advisor, John assists with all investment and insurance needs.

John has over 18 years of experience in the financial industry, partnering directly with Brian Duggan since 2006. He has earned his CLU® and ChFC® designations.

John is a graduate of Oakland University, with a Bachelor of Science degree in Economics and a minor in General Business. He grew up locally and is an avid fan of sports.

As the Lead Advisor at Duggan Wealth Management, I am responsible for partnering with clients by aligning actions with their intentions to achieve their definition of lifelong financial success. My core role involves carefully listening to the goals of those we work with and translating their goals into actionable plans. In addition, I work closely with the rest of the team in complex plan design and solutions.

I am passionate about the process of discovering, planning, and implementing customized financial strategies that align with our client’s values. With a diverse background in the industry and a CFP® certification, I bring a unique perspective and expertise to our client’s specific needs.

I am originally from Battle Creek, MI, and graduated from Albion College. Currently, I reside in Royal Oak, MI with my wife, Jessica, and our son. As a family, we enjoy cooking at home, traveling, and playing golf. In addition to my professional commitments, I am honored to serve as an active Board Member of GiGi’s Playhouse Detroit, a Down Syndrome Achievement Center and The Arc of Oakland County, a resource for persons with intellectual and developmental disabilities.