Associates
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Nancy Ball
General Manager & Lead Insurance Advisor
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Nate Facarazzo
General Sales Manager & Wealth Manager
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Jill Facarazzo
Wealth Manager
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Thomas Bugbee, CFP®
Wealth Manager
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Kelly Bugbee
Investment Accounts Administrator
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Jody Dunn
Paraplanner & Research Analyst
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Courtney Kinney
Office Manager
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Trudy Mercante
Insurance Agent and Customer Care
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Suzette Whipkey
Customer Care Associate
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Rhonda Fike
Office Administrator
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Monica Chipman
Insurance Advisor