Category: Sun City

22 Feb 2018

Michael Federico

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Vice President –  Investments
mfederico@ffec.com
(623) 385-8531

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

Michael, a native to Arizona, graduated with a Bachelor’s of Science degree from Arizona State University in 1996 and has spent 22 years in the financial services industry.

After Michael graduated, he began his career with Olde Financial Corporation. After 3 years at Olde, the firm was absorbed by H & R Block Financial Advisor’s and then in 2009, H & R Block was absorbed by Ameriprise.

After 10 years at Ameriprise, Michael moved to First Financial Equity Corporation. He believes success should be measured not just by your financial well-being, but by how confident you feel about your future. His mission is to help his clients reach their financial goals through personal and experience based relationships.

Michael enjoys exploring and traveling with his wife, Sheri, and their two daughters, Kira and Kate.

01 Feb 2018

Russell Harris

Executive Vice President
rharris@ffec.com
(623) 972-8515

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

Russ is the Manager of First Financial Equity Corporation’s Sun City/ Surprise Arizona office. He has been in the financial services industry since 1990. Before coming to FFEC, Russ worked for H & R Block Financial Advisors (now Ameriprise) as an Elite Branch manager overseeing the Sun City and Wickenburg offices. He served in various roles including Branch Manager, Sales Manager, Financial Advisor, and Recruiter. Prior to H & R Block, Russ was a Financial Advisor at A. G. Edwards and Sons for 10 years. Russ began his career in the financial industry with Bank of America as a Bank officer back in 1990.

RD# 2033123

01 Feb 2018

Patrick Duffy

Vice President – Investments
pduffy@ffec.com
(623) 972-8517

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

Prior to joining FFEC, I was a Financial Advisor for Merrill Lynch for five years and worked part-time as a City of Surprise Recreation Leader for nine years.

I was born in Arizona, but split time between Arizona and Manchester, CT. I attended Mountain Ridge High School in Glendale, AZ, where I played football and baseball. I continued to play baseball while attending South Mountain Community College. I hold a Bachelor of Arts in Political Science from Arizona State University.

I have lived in the city of Surprise for eight years and I currently serve as a member of the City Council District 3.  I was a member of the Surprise Municipal Property Corporation Board and have been part of community and recreation services, including Spring Training support, Relay for Life events and Cal Ripken All-Star Games.

01 Feb 2018

David Carter

Vice President – Investments
dcarter@ffec.com
(623) 972-8511

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

David has been in the securites business since December of 1998 managing various types of fixed income portfolios. He is focused on providing strategic investment solutions for clients fixed income portfolios. He incorporates investment policy into the management process to assist clients in reaching their financial objectives.

David earned his bachelor of Business Administration degree from Coe College. Outside interest include spending time in the Rocky Mountains, golf and professional and college sporting events.

01 Feb 2018

Steven Beinfest

PFS
Vice President – Investments
sbeinfest@ffec.com
(623) 972-8518

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

My academic training includes an undergraduate degree from the University of California (UCLA). I am a licensed Certified Public Accountant (CPA®) and a certified Personal Financial Specialist (PFS).  Prior to becoming a Financial Advisor, I was a Chief Financial Officer for over 25 years with Fortune 500 corporations. I am a member of the Northwest Phoenix Chamber of Commerce, American Society of Certified Public Accountants (AICPA) and Arizona Society of CPA’s® (ASCPA). I grew up in Los Angeles, CA and currently reside in Corte Bella, AZ with my wife, Isabell.

I design portfolios to meet my clients’ particular investment goals and objectives. From traditional equity trading capabilities, to extensive financial retirement or estate planning services. My primary responsibility is to the success of my clients’ investing and economic endeavors.

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