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 Allen Wixon Director Client Relations Lisa Allen Senior Executive Assistant Jackie Berry Advisor Assistant Meredith Steidler Administrative Assistant Adam Hostetter Para-planner/Web Specialist Have a Question Name Email Address Phone Question Thank you! Oops!