Associates

 
  • Nancy Ball

    Nancy Ball

    Managing Director & Lead Insurance Advisor

  • Nate Facarazzo

    Nate Facarazzo

    Associate Managing Director & Wealth Manager

  • Jill Facarazzo

    Jill Facarazzo

    Investments Operations Manager

  • Thomas Bugbee

    Thomas Bugbee

    Investment Advisor

  • Kelly Bugbee

    Kelly Bugbee

    Investment Accounts Administrator

  • Jody Dunn

    Jody Dunn

    Paraplanner & Research Analyst

  • Noemi Jackson

    Noemi Jackson

    Financial Planning Case Manager