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

Meet Our Team

Greg Boll

Greg Boll

Managing Partner | Financial Advisor

Nick  Brightbill

Nick Brightbill

Partner | Financial Advisor

Matt Berry

Matt Berry

Partner | CERTIFIED FINANCIAL PLANNERâ„¢

Jerry Clunan

Jerry Clunan, RFC

Founder | Financial Advisor

David Powers

David Powers

Financial Advisor

David C.

David Sellers

Financial Advisor

Allen Wixon

Allen Wixon

Director Client Relations

Lisa Allen

Lisa Allen

Senior Executive Assistant

Jackie Berry

Jackie Berry

Advisor Assistant

Meredith Steidler

Meredith Steidler

Administrative Assistant

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