top of page
Your Team

Nancy Ball
General Manager & Lead Insurance Advisor

Nate Facarazzo
Wealth Manager

Jill Facarazzo
Wealth Manager

Thomas Bugbee, CFP®
Wealth Manager

Jody Dunn
Paraplanner & Research Analyst

Kelly Bugbee
Investment Accounts Administrator

Courtney Kinney
Office Manager

Trudy Mercante
Insurance Agent and Customer Care

Suzette Whipkey
Customer Care Associate
bottom of page











