My Team

Brian Duggan takes customer service very seriously, and so do we. Together, we are committed to providing exceptional customer service to all of Brian's clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.



Ashley Walton

Client Service Representative
Mobile 248-362-2220

Donya Aziz

Administrative Assistant
Office 248-362-8897
John Kozely

John Kozely, CLU®, ChFC®

Associate Wealth Management Advisor
Office 248-244-6041

John is an Associate Wealth Management Advisor and the Chief Operating Officer with Brian Duggan. He is a graduate of Oakland University with a Bachelor of Science degree in Economics and a minor in General Business.

John brings over 17 years of experience in the financial industry, working directly with Brian Duggan since 2006. John is fully licensed and assists with all investment and insurance needs, as well as plan analyses. John oversees the advancement of new and current businesses.



Mark Buckley

Mark Buckley, CFP®, CRPC®

Associate Wealth Management Advisor
Mobile 248-362-2220
Brian M Duggan

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

Wealth Management Advisor


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