Jody Dunn

Paraplanner & Research Analyst

Jody joined Futurity back in 2013 assisting the Medicare Team in collecting prescription drug information during the Medicare Annual Enrollment period.  Nancy quickly decided she needed to be in the office full time and in January of 2014 she began working with the financial clients.  Over the years her role in the AZ office evolved.  Jody currently works on both the securities side with Wealth Managers as well as the insurance side with the rest of the Greater AZ team.

Jody is responsible for building all financial plans for the entire office, managing and maintaining the CRM system, tracking and placing all incoming and outgoing money, managing the team financial administrators, and working with all the carriers to understand every detail of all solutions to create individualized plans. 

"Everyone in the office plays such a big part in our collaborative success.  Having a great team of administrators processing paperwork and handling most of the client interactions frees me up to do what I love...Solving puzzles!  Every retirement plan in nothing more than a puzzle and all you must do is make all the pieces work together!  I truly care about everyone I work with and think of them as my second family and that makes coming to work every day not only productive, but extremely enjoyable."

In 2017 Jody’s role evolved yet again as she started taking an active role meeting with clients during the fact finding, signing and delivery stages.

When Jody isn’t at work she enjoys spending time with her two beautiful daughters Ryleigh and Braelyn who keep her very active.  Between gymnastics, martial arts, bike rides, swimming, cake wars, and their dog Hudson, Jody has very little “free time”. 

Phone 602.610.7799