Jerry Clunan, RFC
Founding Partner & Financial Advisor
Greg Boll
Partner & Financial Advisor
Nick Brightbill
Financial Advisor
Matt Berry
Financial Advisor CERTIFIED FINANCIAL PLANNER™
Dennis Finneran
CERTIFIED FINANCIAL PLANNER™
David Powers
Financial Advisor
David Sellers
Financial Advisor
Allen Wixon
Office Manager
Jackie Berry
Administrative Assistant
Meredith Steidler
Administrative Assistant