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„¢ Lisa Allen Senior Executive Assistant Jackie Berry Advisor Assistant Adam Hostetter Para-planner/Web Specialist Dianne Johnson Client Services Specialist Have a Question Name Email Address Phone Question Thank you! Oops!