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Futurity First Wealth Management Greater Southwest

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Your Team

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Nancy Ball

General Manager & Lead Insurance Advisor

Nancy Ball

General Manager & Lead Insurance Advisor

Nancy became the General Manager of the Greater Arizona office in 2017 and led her team to being the...

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Nate Facarazzo

Wealth Manager

Nate Facarazzo

Wealth Manager

Nate has been involved in the risk management and financial services industry since 2002. He has...

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Jill Facarazzo

Wealth Manager

Jill Facarazzo

Wealth Manager

Jill has over 20 years of experience in corporate training, where she helped organizations train and...

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Thomas Bugbee, CFP®

Wealth Manager

Thomas Bugbee, CFP®

Wealth Manager

After studying physiology and anatomy and spending 10+ years in the sports medicine field working...

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Bernadette Broek

Wealth Manager

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Jody Dunn

Paraplanner & Research Analyst

Jody Dunn

Paraplanner & Research Analyst

Jody joined Futurity back in 2013 assisting the Medicare Team in collecting prescription drug...

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Kelly Bugbee

Investment Accounts Administrator

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Courtney Kinney

Office Manager

Courtney Kinney

Office Manager

Courtney is the Office Manager for Greater Arizona.  Her primary role has evolved into supporting...

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Trudy Mercante

Insurance Agent and Customer Care

Trudy Mercante

Insurance Agent and Customer Care

   

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Suzette Whipkey

Customer Care Associate

Suzette Whipkey

Customer Care Associate

   

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Nancy  Ball

Nancy Ball

General Manager & Lead Insurance Advisor

Nate Facarazzo

Nate Facarazzo

Wealth Manager

Jill Facarazzo

Jill Facarazzo

Wealth Manager

Jody Dunn

Jody Dunn

Paraplanner & Research Analyst

Thomas Bugbee, CFP®

Thomas Bugbee, CFP®

Wealth Manager

Trudy Mercante

Trudy Mercante

Insurance Agent and Customer Care

Suzette  Whipkey

Suzette Whipkey

Customer Care Associate

Courtney Kinney

Courtney Kinney

Office Manager

Bernadette Broek

Bernadette Broek

Wealth Manager

Tammy Semler

Tammy Semler

Licensed Advisor

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Check the background of this financial professional on FINRA's BrokerCheck