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Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jerry Clunan

Jerry Clunan, RFC

Founding Partner & Financial Advisor

Greg Boll

Greg Boll

Partner & Financial Advisor

Nick  Brightbill

Nick Brightbill

Financial Advisor

Matt Berry

Matt Berry

Financial Advisor CERTIFIED FINANCIAL PLANNERâ„¢

Dennis Finneran

Dennis Finneran

CERTIFIED FINANCIAL PLANNERâ„¢

David Powers

David Powers

Financial Advisor

David C.

David Sellers

Financial Advisor

Allen Wixon

Allen Wixon

Office Manager

Jackie Berry

Jackie Berry

Administrative Assistant

Meredith Steidler

Meredith Steidler

Administrative Assistant

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