Health, Relationships, and Money. Our job is to make sure that a family’s money is working effectively to accomplish that job.
He has 34 years of experience in the financial services industry working for commercial banks, trust companies, mutual fund companies, registered investment advisors, securities broker-dealers, and mortgage companies. Mike Dugan’s mother has advanced dementia, and he is watching his family being torn apart with the cost of her care and deciding what’s best for her.
