Success Stories
We create financial advisor success stories at C2P. Here’s what our current advisors say.




PROVEN PROCESSES

“C2P has helped my practice grow faster than I would have been able to on my own. The Bucket Plan® has helped my practice in a variety of ways. First, it’s such a simple visual and clients really get it, so we are able to close more sales as a result of incorporating it. Second, it’s a completely replicable process that I’ve been able to use with my associate advisors to help them be able to move into the sales world much faster.”
—Mary Sterk, CFP®, CPFA, Sterk Financial
- Named multiple years to Forbes Top Women Wealth Advisor
- Serves clients nationwide with nine affiliated offices across the Midwest

“I’ve been using The Bucket Plan in our practice for over four years and it has completely transformed the practice. It makes the complexity of financial planning understandable. I absolutely would recommend that other advisors consider attending and adopting the practices we learn. Going over the basics keeps everything fresh in our practice and allows us to deliver the best and latest information to our clients and prospects.”
—Nan Lesnick, Lesnick Company

“To be able to explain the difference between accumulation planning and distribution planning to my clients using The Bucket Plan has changed my practice completely.”
—Jude Wilson, CWS®, Centrus Financial Strategies
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NETWORKING & CAMARADERIE

“Everyone is really willing and eager to share their ideas. I’ve learned so much from attending the live events and enjoy hearing what best practices other advisors are using in their practice.”
—Ron Braun, Upstream Investment Partners

“I love learning but I really love the camaraderie C2Pe has brought to my practice. Spending time with advisors and learning about what they are doing has really helped my business grow.”
—Gregg Dolinski, Financial Benefits Group
Reiland
Pier
Dellelo
Stacy
Bajalia
Buckwald
Engrassia
James
Comblo


Work smarter, not harder.
Join top advisors and leverage the successes of our advisor group to build a self-sustaining financial practice. It’s time to write your own financial advisor success story.
Schedule a call with our business development team today.

Greg Hammer brings an incredible wealth of knowledge and experience as a mentor, model office and partner of Clarity 2 Prosperity and Prosperity Capital Advisors. He has been an advisor in the financial services industry for over 20 years and was recognized in the top five candidates for 2014 Advisor of the Year by Retirement Advisor magazine.
Don Chamberlin is a mentor and founding partner of Clarity 2 Prosperity, as well as president of The Chamberlin Group, a holistic financial advisory firm that offers tax preparation, financial planning and wealth management services. A Certified Financial Educator (CFEd®), Don has devoted over 30 years to helping residents of Missouri, Illinois, and Michigan learn about and plan for a comfortable retirement.
Gina Pellegrini is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing and Prosperity Capital Advisors leading our practice management division. With a unique ability to size up situations and bring people together, she helps business teams break through barriers, streamline systems, increase productivity, strengthen accountability, improve communication and, ultimately, increase revenue. With Gina’s help, employers become better leaders, and employees get more involved in the company vision, decision-making and growth.