Meet the Team

Every financial journey starts with a purpose, and Josh Hunley has spent over 15 years helping clients uncover their “why” and building financial plans that bring their goals to life. Whether it’s saving for the future, creating a legacy, or achieving financial freedom, Josh specializes in crafting strategies that empower his clients to succeed.

Josh’s expertise includes financial planning and wealth management, with a strong focus on optimizing 401k and 403b retirement plans. He works closely with individuals and business owners to ensure their retirement and investment strategies are managed effectively and aligned with broader financial goals. From maximizing contributions to navigating employer-sponsored plans, Josh helps clients make the most of their retirement savings. Josh believes a great financial plan isn’t just about numbers—it’s about creating a life filled with possibility, security, and fulfillment. 

Outside of work, Josh is a devoted husband to his wife Monica and a proud father to their daughter Sophia. The family also includes Phoebe, their goldendoodle. Josh enjoys traveling with family and friends, exploring the outdoors, racing cars, and spending time surfing on the lake. He believes life is about creating meaningful experiences, and he is committed to helping his clients do the same. 

Jack Berghel is a financial advisor with 9 years of experience helping individuals and families navigate their financial journeys. He began his career in wealth management in 2015, working at a regional bank and later at two of the world’s leading insurance companies. Over the years, he has developed valuable expertise in 401(k) and 403(b) retirement plans, particularly for healthcare and K-12 education professionals. Known for his ability to simplify complex financial concepts, Jack creates tailored strategies that empower his clients to achieve their goals with confidence.

Jack’s approach to financial advising is rooted in integrity, growth, and building meaningful relationships. He takes pride in addressing financial challenges, whether it’s optimizing retirement plans or providing clarity on the emotional aspects of money management. One of his most rewarding achievements was helping a group of K-12 educators restructure their retirement plan. His efforts fostered a stronger partnership between the plan sponsor and custodian, significantly improved service levels for participants, and enhanced overall plan outcomes through better education and engagement.

Outside of work, Jack is an avid traveler and hiker who enjoys capturing moments through film photography and creating watercolor and acrylic paintings inspired by the world around him. A devoted father, he treasures time with his young daughter, whether they’re exploring new trails or collaborating on creative projects.

For Jack, financial advising is more than a career—it’s a chance to make a meaningful difference in people’s lives, combining his passion for problem-solving with his commitment to helping others thrive.