Bryan Dugan has 13 years of industry experience
Bryan currently supports the financial professionals in the Ohio, Pennsylvania and West Virginia territories. Since joining the industry in 2008, Bryan brings a holistic presentation style and sales strategies that helps clients address income needs for, live in, and manage risk during retirement.
Named as an Associate Advisor of the Year in 2010, Bryan’s education includes a bachelors degree in Economics from Xavier University. Prior to joining InSource he worked as a senior internal sales consultant with Western and Southern and as an independent advisor working with small business owners on accumulation and succession planning. He holds Series 7, Series 66, and Life Accident and Health licenses.
In his personal time, Bryan enjoys golfing, traveling, and spending time with his wife. His drive is to provide distinctive sales ideas and presentations that deliver value to both advisors and their clients. His goal is to educate on industry knowledge, shed light on the changing financial landscape, and offer reliable financial solutions.