It’s our mission to bring the best possible financial resources to all clients. We work with our clients to develop a comprehensive strategic plan to grow their assets and protect what is most important to them. We pride ourselves on providing top-notch service starting with the initial conversation and throughout a client’s life, as their needs change. We want our clients to dream more, learn more, do more, and become more because their financial future is secure.
We accomplish this in a positive, productive, and fun work environment and have built our culture on integrity, collaboration, teamwork, and valuing each individual. Our objective and innovative agents and advisors are empowered to serve with an expansive portfolio from top carriers, and are backed by support and training in our culture of expertise.
Meet Our Leadership Team
Chris O’Connell
General Manager
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Doug O’Connell
General Manager
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Dirk Trautman
General Manager
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Dustin Formanack
General Manager
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Jake Turner
General Sales Manager
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Jake Turner has a passion for helping individuals and families manage their resources and achieve financial security. Firmly rooted in a belief in the American dream and the power of small business, Jake helps retirees, young families and business make the best choices available for their health and wealth, regardless of their situation. From Medicare coverage to employer benefits, retirement accounts to life insurance, Jake puts all the financial tools possible to work for his clients. As a Futurity First advisor, he has access to a full spectrum of insurance and financial solutions from a variety of carriers. He’s able to make every dollar count in helping clients achieve financial freedom.
Scot Moore
General Sales Manager
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Matthew Stange
General Sales Manager
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Alyssa Trumbull
Agency Operations Manager
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Jay Schmidt
Agency Operations Manager
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Kathy Vaske
Office Administrator
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Renata Washa
Office Support Specialist
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Join Our Team
Connect with us to explore your limitless potential at Futurity First. Whether you have been in the insurance or financial industry for years or are just starting out, our unparalleled technology, marketing programs and support will take your practice to new heights.