Our team approach adds perspective to all we do and provides increased benefits to our clients. Meet Our Team Greg Boll Managing Partner | Financial Advisor Nick Brightbill Partner | Financial Advisor Matt Berry Partner | CERTIFIED FINANCIAL PLANNERâ„¢ Jerry Clunan, RFC Founder | Financial Advisor David Powers Financial Advisor David Sellers Financial Advisor Lisa Allen Senior Executive Assistant Jackie Berry Advisor Assistant Adam Hostetter Para-planner/Web Specialist Have a Question Name Email Address Phone Question Thank you! Oops!